Account info

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The Account Info page is provided for Customer Care staff which are responsible for answering requests from Account holders and carrying out refunds. Some account details are read-only. The interface requires that the Account holder provide the operator the Account ID.

Click the Show Accounts button to see the Account Information for that Account.

When making any changes, the Help Desk staff should also provide a comment in the Notepad, detailing the reason for the changes (for example, “user unable to call due to network outage, credited $5”). Changes can be confirmed by selecting Save, or Save&Close.

To deactivate an active debit account, press the Terminate button in the toolbar.



Account Role

The account role defines what a specific account is designated for (e.g., whether the account represents a phone line or a top-up voucher) and executes account ID validation. Thus, for a phone line, one can only pick a valid phone number as an account ID.

Main Product

The Product providing the pricing plans for this account. You can select a product that role equals to account role.

Account ID

The primary identification of this account. The ID is read-only by default; you can modify it by clicking the Edit ID  icon. The maximum allowed ID length is 64 characters.


Specifies whether the account is blocked or unblocked. The account will be unusable if this is checked, and is usually unblocked automatically once the account is used for the first time.


Account’s balance. For debit accounts this the amount of their funds for using the service. For credit accounts with the individual credit limit defined this shows the sum of funds owned to the service provider for the service usage.

Account Info




The Customer this account belongs to.


The Account type may be one of “Debit”, “Credit”, or “Voucher”. Debit is usually associated with pre-paid cards. Credit is a type of account that will be invoiced for incurred costs. Voucher accounts are “refill coupons” for debit accounts.

Service Password

The password used to authenticate any calls made using this account.


The email that is associated with the account.

Opening Balance

The opening balance for this account.

User Agent

Displays the user agent identification info when this account is currently used by this SIP UA to register with the SIP server.


The URI of the user agent used by the SIP Proxy to contact the IP phone.

Web self-care




Account login for the account user interface. Click the Account ID button to make the login identical to the Account ID.


User interface password for the account.

Access Level

Access level assigned to the account.

Time Zone

Time zone for the account.

Web Interface Language

Displays the account user interface in a particular language.

Output Format/Input Format

PortaBilling allows users to define both input and output formats for date and time. See the Date & Time format section.


The Subscriber tab provides most of the commonly required contact information for the account’s owner.

Additional Info



E-commerce Enabled

Allows the account’s owner to make online payments or set up periodic payments on the account self-care page.

Configuring the account to enable online payments (both manual and periodic) is done in exactly the same way as for customers. First, you should set up a suitable payment system.


Here you can assign the existing distributor to the account.

Discount Plan

Assign a discount plan to this account. When a new account is created, it will be assigned by default a discount plan associated with the account’s product.

Life cycle



Activation Date

The date from which the account is usable.

Expiration Date

The date from which the account will be unusable. If you do not want the account to expire, leave this field blank.

This date is assumed to be in the billing server’s time zone, not the account’s one.

Specific Date

This identifies the date that the account expires.

…days after First Use

This defines the number of days the account remains active after its first use or recharge.

…days after Last Use

This defines the number of days the account remains active after its last use or recharge.

Issue Date

The date when the account was created.

First Usage, Last Usage

The date when the account was in use for the very first/last time.

Last Recharge

Specifies the last time the account was recharged using a voucher (either via the self-care page or IVR).


The information about the Subscriptions you can find in the Edit Customers section.

Service configuration

You have the option of expressly specifying the value of a given parameter or using the “Customer default” option. In the latter case, this parameter is assumed to be the value defined in the customer’s configuration (the global value for this cloud PBX).



The Voice Calls service type

RTP Proxy

This specifies the RTP proxy policy for this account.

Use Default – this uses Optimal RTP proxy policy.

As defined by the Customer – this inherits the policy defined in the customer’s settings.

Legal Intercept

Intercept all incoming and outgoing calls of this specific account for law enforcement purposes.

Service Policy

This specifies a predefined set of options for this account.

Fair Usage Policy

This shows the Fair Usage Policy settings as applied to the account via Product. The field works in read-only mode.

Music On Hold

Defines the music on hold to be used with the account. Choose None to disable this feature, or select the default setting for the account’s customer. To upload your own music, select a file on your local file system using the Browse button. To rename the music, enter the desired name in the Music Name field; otherwise the local file name will be used. The uploaded music will replace the previous entry in the list, and is usually enabled within 10 minutes.

Call Recording

Enables the recording of calls made or received by this specific account. The user can start and stop recording a specific phone conversation after it has already started by using various phone controls.

CLI Trust

Accept Caller Identity: This option indicates acceptance.

Favor forwarder – use the redirector provided ID for caller identification.

Caller only – use the caller provided ID for caller identification.

None – do not accept caller provided ID for caller identification

Supply Caller Identity: This option indicates acceptance.

Yes – accept the remote network and maintain caller ID on outgoing headers (even for private calls).

No – do not accept the remote network and strip any private caller’s ID

Limit Simultaneous Calls

This shows the Limit Simultaneous Calls settings as applied to the account either via Customer or Site. The information is available in read-only mode.

To enable the Limit Simultaneous Calls feature, activate the send_start_acct option for the corresponding PortaSIP instances on the Configuration Server. To increase the features accuracy, activate the allow_reauthoption too. Note that these features may slightly increase the load on the billing engine.

Associated Number

Specifies the number to be sent back to the IVR in an authorization confirmation. For example, this might be a redirect to a technical support number in an IVR application. Another example might be a quick-dial number for prepaid accounts. (In this case, the redirect number may be maintained via web self-provisioning.)

The Dialing Rules section

Dialing Rules

This permits you to enable/disable the dialing rules.

Dialing Format

Select one of the existent dialing rule formats. Click the  Wizard icon to review the selected dialing rule.

Select Custom Dialing Rule if you want to create personalized dialing settings for a customer. Then click the  Wizard icon to open the Dialing Rule Wizard.

Translate CLI on outgoing calls

This permits you to translate the CLI number in outgoing calls based on the selected dialing format.

Translate CLI on incoming calls

This permits you to translate the CLI number in incoming calls based on the selected dialing format.

The Fraud Detection section

Location Information

In this section you can set the country that the end user is currently in or usually resides in (and thus this country will be treated as ‘safe’ when the system checks for fraudulent activity) and whether the end user is allowed to make calls from abroad.

Enabled – select this option to provide information about the end user’s current ‘default’ country and whether they are permitted to make calls from abroad.

Disabled – select this option if such information must not be provided. In this case, fraud detection, if enabled, is based solely on the geo/risk profile settings.

Allowed Mobility

This option is available only when Location Information is set to Enabled. Specify whether the end user is permitted to make calls from abroad.

Stationary User (Permanent Location) – select this option for residential users who may only make calls from a single country. These end users are not authorized to make calls from countries other than their default one, and outgoing calls made from other countries will be screened.

Roaming User (Changeable Location) – select this option for users who frequently travel to different countries.

In this case, the call will be screened if it does not meet one of the following conditions:

The call is made from the end user’s default country.

The call is made from countries in the No Restrictions section in the geo/risk profile specified in the end user’s product.

The call is made from countries in the Suspicious section of the geo/risk profile, but the number of calls does not exceed the value permitted (also specified in the geo/risk profile).

Current Location

This option is available only when Location Information is set to Enabled. Select the country from the list.

The Outgoing Calls section

Individual Routing Plan

This feature permits selection of the routing plan to be used for outgoing calls when the end user dials a number. A specific selection code does not need to be dialed first.

Select Enabled to activate the Individual Routing Plan feature for the account.

Select Disabled to prohibit assigning the individual routing plan for this account.

Phone Book

Activates the Phone Book feature. This allows an account user to maintain its own set of frequently dialed numbers, assign speed dial codes to them and define a list of favorite numbers.

Hide CLI

This allows end user to remove/show CLI (ANI) information for outgoing calls by dialing special feature access code before dialing the phone number.

Note that when making a call, you can dial the special feature access code before dialing the phone number to override the default setting.

Override Identity

Override Identity – this allows you to set the following options for overriding identity information:

Never – the caller’s identity information supplied by the remote party will neither be screened nor overridden. This implies that the remote party is trusted and takes full responsibility for the supplied display number and display name.

If Different from Account ID and Aliases – the identity will be overridden if it differs from the ID of the account that is authorized for the call and any of the aliases assigned to this account.

If Different from All Customer Accounts – the identity will be overridden if it doesn’t match an account ID (or account alias) of any account belonging to this customer.

If Different from All Accounts in the Specified Batch – This is a more restrictive option than the one above; it overrides the identity if the account placing the call and the account matching the supplied identity do not belong under the same batch. This allows you to create “groups” under the same customer (within the same cloud PBX environment).

Always – the identity value supplied by the remote party will always be overridden. This allows you to manually specify the display number and/or the display name for an account.

Batch – this allows you to specify the batch (this field is only available when If Different From All Accounts In The Specified Batch has been selected).

Identity – specify a default value that will replace the account identity (or display number) when the identity used for the call in the RPID/PAI headers (or From header) is invalid. If not specified, the account ID will be used instead.

Override Display Number – this allows you to control the “Caller number” value that will be placed in the From: header and typically displayed on the called party’s phone display. The possible values are:

Never – the display number supplied by the remote party is not restricted and therefore will not be modified. This allows the remote IP phone or IP PBX to supply any CLI/ANI number.

If Ruled Out by the Identity Constraint – the validity of a display number supplied by a remote party is verified according to a rule set for identity. For example, when the If Different From Account ID And Aliases option is selected in the Override Identity list, and the display number supplied by the remote party doesn’t match the ID of the account that is authorized for the call or any of the aliases assigned to this account, the display number will be overridden.

If Different from the Used Identity – the display number supplied by the remote party (in the From: header) will be overridden if it is different from the used (already checked and/or overridden according to the Override Identity constraint) caller identity.

Always – the display number supplied by the remote party will always be overridden. This allows you to manually specify the display number for an account.

Display Number – specify a value that will override and replace the account’s original display number. If no value is specified, it defaults to the account’s Identity. Override Display Name – replace the original account number with the desired name.

Display Name – this allows you to specify the desired name for the account.


Activate emergency services for this account.

Call via IVR

Allows outgoing calls to be processed in an assigned IVR-capable voice application. For example, the Pass-through IVR application plays a “time left” warning when there are a specific number of seconds left – before the call is disconnected – or it can announce the maximum allowed call duration to the destination and then connect the call. Note that the Pass-through IVR application is launched for all non-free calls to external numbers.

The most common option is Product’s default. In rare cases, you may need to define special call processing for an account in order to override the product’s parameters. In such cases, select Enabled to activate the feature, or Disabled if you do not want to activate it for this account

Voice Application – if a call via the IVR feature is enabled, select a voice application for processing the calls. Typically this is a special pass-through IVR application for voiceover announcements during the call, but any standard IVR application can be selected to intercept the outgoing call.

Call Barring

Activates the Call Barring feature (a new Call Barring tab will appear, where you can configure destinations which this user is not allowed to call).

CPS Limitation

This allows you to enforce the calls per second (CPS) limitation. The CPS limitation defines how many dialing attempts can be made by this account each second.

Allowed rate – set the limit of dialing attempts per second for this account. If the limit is exceeded, new dialing attempts are rejected. The allowed values are from 1 to 1000.

Preferred IVR Language

This feature enables or disables the selection of languages from the “Language” list.

The Incoming Calls section

Unified Messaging

Allows the account user to access the unified messaging system. Please note that if an account has Unified Messaging activated, there will be an additional link next to it on the web interface: Voicemail Inbox. By clicking on this you will go automatically to the account’s UM administration pages where you can quickly check the configuration of an account’s auto-attendant, call queues, and the like.

Also note that it may take a few minutes before an account is fully provisioned in PortaSIP Thus if you click on the link immediately after activating Unified Messaging, it most likely will not work yet.

Endpoint Redirection

This allows the end user to configure call redirection on their SIP phones (if this feature is supported by the SIP phone)

Caller ID (CNAM) Lookup

This option shows the actual name of the caller retrieved from the database of the CNAM provider for incoming calls.

Call Waiting

Activates the Call Waiting functionality.

Default Answering Mode

Specifies the method of processing incoming calls to this account if selective call screening has been disabled, or if none of the selective call screening rules apply.

Sip Contact

Enable this feature if customer’s IP PBX can’t perform SIP registration to PortaSwitch.

Deliver Incoming Calls To – Define whether the IP PBX address for delivering incoming calls is taken fr