31-Jul-2021
Article :067901

This article provides information about the Rainbow Office Account Linking (Account Federation) which is a set of features to support customers that are split across different accounts.

Rainbow Office customers may have set up different accounts to accommodate their company's needs. If your company belongs to this category, you may set up Account Linking (Account Federation) for your accounts.

How do I activate Account Linking?

1. Contact Support to link your accounts. To speed up the process, have these prepared:

Phone numbers for all accounts to be included on the federation

Admin name of all the accounts

Name for each account within the federation (this name will be used to differentiate between accounts)

How you want to manage the extensions since duplicate ext is not ideal as a point of reference

NOTE: You are encouraged to have unique extensions on the linked accounts. Support will assist you if you want to proceed with the setup

2. You will see the list of linked accounts in their Rainbow Office online account once completed

3. If you have similar extensions in your linked accounts, you may ask support to assist you in managing the extension numbers for the linked accounts

4. All users across different accounts on the same federation can find one another. Extension dialing is also activated for the users

 

How do I access Account Linking on the Rainbow Office online account?

If the user has access to Enterprise Portal, Enterprise Portal will be the default opened page after login. 

1. Log in to your Rainbow Office online account as an Administrator

2. Click the Enterprise Portal for a quick pulldown menu

3. Available menus/tabs on the left pane:

Home

Accounts

Admins

NOTE: Contact Support to assist you in making the changes to the Account Linking. This includes managing your extensions if your federated accounts have duplicating extensions with each other. 

All the linked accounts in the same federation

Phone number and federated name which is created when one account is added to the federation to differentiate one account from another

The date that an account is added to the federation

 

How to use the Search Tool

1. Go to the Home tab then select an account

2. Search for different categories:

 Category Search Query Columns Filter Columns
 Users  Name, Phone Number, Ext. # Department, Site, Account
 Numbers  Number, Name, Ext. #  Site, Location, Number Type, Account
 Groups  Name, Phone Number, Ext. #, Email, Custom Field  Site, Ext. Type, Account
 IVRs  Name, Phone Number, Ext. #  Site, Account
 Sites  Name, Phone Number, Ext. #  Account

 

3. Type in the search box and click the Search icon or press Enter

 

Manage Admins

Designate and manage an admin's administrative role for the Enterprise Portal across federated accounts. 

Edit Admin(s)

1. Go to the Admin tab

2. Click the three vertical dots icon under the Action column on the rightmost side of an admin name

3. Click Edit Access or Remove

Add Admin(s)

1. Click the +Add button on the right side 

2. Select User(s) then click Next

3. Select Access then click Add

 

Enable Enterprise Portal

1. Go to the Accounts > Accounts Report

2. Click Enable

3. Select the Name then click Save

 
Search for more Articles

Tags - Rainbow Office, Administration, Admin, Administration, Account

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