Add account

Select the type of account by switching between two options:

• Debit – the account has its own balance, and services are used only if funds are available.
• Credit – services are used first, and the charges are invoiced later.

The account role defines the intended use of the account, whether it is a phone line, a top-up voucher, or an IPv4 address of an IP PBX.

PortaBilling suggests the most suitable account role, depending on the customer's business model. You can select another role from the list:

• Universal – you can use these accounts for any purpose. For an account ID you can select a valid phone number, email address, IP address, MAC address, etc. This account role is used with each business model.
  Avoid using the Universal account role for converged services, since different services often require different account ID formats and cannot share the same Universal account. For instance, if you provide both mobile and SIP services, assign specific account roles instead (follow the account setup recommendations in the following chapter).

• Phone line is intended for making and receiving calls. You can only select a valid phone number as an account ID (a DID number). This account role is used with Cloud PBX, SIP Trunking, Residential VoIP and Universal business models.
• Auto attendant is intended for use with auto attendant. Auto attendant functionality is enabled by default. You can only select a valid phone number as an account ID (a DID number). This account role is used with Cloud PBX and Residential VoIP business models.
• PINless is intended for PINless dialing service. You can only select a valid phone number as an account ID (a DID number). This account role is used with PINless and Prepaid card holder business models.
• IPv4 address – this account role is associated with a customer’s SIP proxy or gateway IP. This account role is used with SIP trunking business model.
• User@domain is intended for accessing the Internet. This account role is used with an Internet access business model.
• Mobile is intended for mobile service provisioning. You can only select a valid phone number as an account ID (a DID number). This account role is used with the Mobile business model.

An account ID is the primary identification of the user in PortaBilling. Type an account ID here. Use an alphanumeric string for an account ID, maximum 64 characters. Note that the account ID format depends on the account role.

You can specify the extension number for the account.

Together with the account ID, this password will be used to authenticate registrations and call attempts from this account on the SIP server. It is very important to assign a secure (difficult to guess) password to prevent fraudulent activities with this account.

You can set the minimum password length for credit accounts via the CreditAccMinServicePasswdLength option on the Configuration server web interface (by default, the minimum length is 6 characters).

Click Generate password  to generate a secure password. To show or hide the password, click Show password  or Hide password .

This option is available for credit accounts. Select one of the balance control types:

• Subordinate (default) – the account uses the customer’s balance and credit limit.
• Individual credit limit – the account has its own balance and credit limit. When the balance reaches the limit, services are no longer available for this account. The customer’s balance also affects service availability.

This option appears if you select the Individual credit limit balance control type. Specify the credit limit for this account.

This option is only available for debit accounts. Specify the initial amount of available funds on an account.

This option is only available for debit accounts. Select this checkbox to create the account as inactive, so it cannot be used until it is manually activated. This helps prevent any misuse of services.

Specify when this account becomes usable:

• Immediately (default)
• At a specific date – the account becomes usable according to the customer’s billing time zone. For example, if your time zone is Sydney and you create an account for a customer in New York and set the activation date as today, the account will become usable only when that date begins in New York.

Specify when this account expires:

• Never (default)
• At a specific date – the account expires according to the customer’s billing time zone. For example, if your time zone is Sydney and you create an account for a customer in New York and set the expiration date as 2026-01-01, the account will expire only when that date begins in New York.

Define personal information about the account such as name, email address, and contact (the person whom to contact instead of or in addition to the account owner).

By default, PortaBilling automatically adds the account’s first name in the Contact field.

This stands for blind carbon copy. Here you can define the emails of one or more recipients, separated by commas, without revealing their information (e.g., to send a copy of every account email to your accountant, specify the accountant’s email address here).

Specify the account’s address, postal code, etc.

Specify the main phone number. The phone number specified in this field is used to find a recipient on the account self-care while transferring funds and services among users; see more details in the

Transfer of funds and airtime among end users chapter.

Specify the phone number to which SMS notifications should be sent.

You can specify another person’s phone number to contact if the primary contact is unreachable.

Select a batch that the account belongs to ( None means that the account does not belong to any batch). To create a new batch, select Add new.

A customer site defines a group of accounts managed as a single entity. You can select a specific customer site so that the site parameters (e.g., number of simultaneous calls) will apply to the account. To add a customer site, click Add new.

Type additional description for an account here.

To assign a device or SIM card to an account for auto-provisioning, turn on the toggle and select the corresponding option:

• CPE – to assign a specific device to the account.
• SIM card – to assign a specific SIM card to the account.

This is the hardware model of the device, e.g., Yealink SIP-T21P E2. Select the model from the dropdown list.

The device ID serves as a unique device name. Type the device ID or select it from the dropdown list.

You can only select a device that is assigned to this customer or is not yet assigned to any customer.

Select a specific line on a device.

Select the checkbox if you want to mark the device as “ owned by customer ” – for example, if the customer has purchased this device.

You cannot release a CPE device from an exported account.

Choose a SIM card by its IMSI (International Mobile Subscriber Identity). Type an IMSI fully or partially, or select it from the dropdown list.

This is the SIM card’s unique serial number that corresponds to the selected IMSI.

This is the short description that corresponds to the selected SIM card.

Select the main product this account will use. Once you select a product, you can click Show to open the product page.

Select the charging period to apply a specific multi-month prepaid plan, e.g., for 6 months of use. This field is only available if the list of prepaid plans is configured in the in-advance subscription assigned to the product. At the moment of account creation, you can select the charging period both for a main and add-on products with the in-advance subscription assigned.

Click + Product to assign one or more add-on products that can be used together with the selected main product.

For each add-on product, the following information is displayed:

• Click Edit to change the add-on product settings (e.g., set the finish date for when this add-on is active for the account).
• Click Delete to unassign the add-on from the account.

The name of the add-on product.

This shows the period during which the add-on product is active for the account.

Specify the account self-care interface login.

After you define the login and password, you can log into the self-care portal on behalf of the account. Click Link to log in.

This is the account self-care interface password. Define it manually or click Generate password  to generate a random, hard-to-guess password.

To show or hide the password, click Show password  or Hide password .

The access role assigned to this account. It contains a set of permissions to access self-care components: tabs, features, etc. Each account is created with a default role. After you create the new role on the Roles panel, select a new role for the account from the list here.

Set the time zone in which to display the date and time values on the account self-care interface.

Choose a desired language for the account self-care interface.

Choose an output date and time format for the account self-care interface.

Choose an input date and time format for the account self-care interface.