CounterPath Bria 3.1 Administrator Guide - Manual (Page 16)

CounterPath Corporation
12
Setting up Multiple Accounts
You can set up Bria so that phone calls can be made from more than one account.
1. Decide how you want Bria to choose the account to use for any given phone call. There are two options:
• Dial plan decides: The dial plans must be designed so that they select the appropriate account, based on
the phone number being dialed. You can still designate one account as the “preferred” account; this
account will only be used if none of the dial plan rules apply to a given phone number.
• User selects: With this option, you do not need to revise the default dial plans. Instead, the user can
select the account to use for any given call. You must advise users on which account to use for which
kind of phone call. Each user will typically set the preferred account to the account they use most often.
2. When each account is created, make sure that the Use for Call field (on the Account > Accounts tab) is
checked if you want to use the account for phone calls.
3. Back on the Accounts list, enable the accounts you want to use for phone calls. The following rules apply:
• When multiple accounts are enabled, users will be able to receive calls on all those accounts.
• A user can never place a call on a disabled account. If a call is placed that is only valid on a disabled
account, it will fail with a “Not found” message.
• A user can never receive a call on a disabled account. If another party phones a user on a number that is
only known to a disabled account, the call will never appear in the Bria history.
4. Click Apply. The icons in the Call column are updated:
5. If you are implementing “Dial plan decides”: Modify the dial plans as required. See page 55. Advise users
whether they should use the account selection feature – probably they should not, but this is your decision.
6. If you are implementing “User selects”: Provide guidelines to users on which account to use for which kind
of phone call. For example, “use Account 1 for internal calls”. For the preferred account, typically you will
let each user set the preferred account to the account they use most often.
X
The account is the “preferred account”.
The account can be used for phone calls by selecting it on
the dashboard (page 13)
The account cannot be used for phone calls.