Viewing Account Details

Content

You can view important information about your account on the Account Details page of the ShoreTel Connect Portal. The information available to you on the Account Details page depends on your ShoreTel Connect role.

The Account Details page is divided into the following areas:

Contacts (top-left panel) - Contains the following tabs:

Account Contacts - Displays the name, title, and role for each Authorized Contact on your account.

ShoreTel Connect Contacts - Displays the name, phone number, and email address for each of your ShoreTel Connect contacts; includes your Account Manager, Project Manager, Account Advocate, Salesperson, and so on.

Account Facts (top-center panel) - Displays the following account information:

Name - your account name

Status - your account status

Website - the URL for your company website

Account Number - your account number

Legacy Account ID - your legacy account ID required to support ShoreTel Connect Contact Center, if applicable

Instance - your instance name; this information is required when changing TFTP (Config Server) settings on remote phones

Call Center Instance - your call center instance name

Industry - the industry associated with the account

Partner Type - the type of partner associated with your account; if your account is a partner account, your account type is displayed

Partner Name - the name of the partner associated with your account; if your account is a partner account, N/A is displayed

Account Summary (top-right panel) - Displays the following account summary information:

Balance - your current account balance

If you have multiple countries and currencies on your account, the balance for each currency is listed individually.

Payment (Decision Makers and Billing Contacts only) - lists all unpaid invoices

Amount (Decision Makers and Billing Contacts only) - the payment amount you want to make

❑ Invoices & Payments - click to view the Invoices & Payments page

Billable Locations - the number of billable locations associated with your account

Invoice Groups - the number of invoice groups associated with your account

View Terms of Service - click to view the ShoreTel Connect Terms of Service

Numbers (bottom-left panel) - Contains the following tabs:

Numbers By Location - displays the number of telephone numbers in use and available and the number of toll-free telephone numbers in use and available for each location associated with your account

Ranges By Location - displays the telephone number ranges available for each location associated with your account

Account Information (bottom-right panel) - Contains the following tabs:

Geographic Locations - displays the actual live date, scheduled live date, number of profiles, currency type, and recurring fees for each location associated with your account. You can filter the list to show information for All locations or for Active, Circuit, On Net, or Off Net locations only

 

Note

By default, a maximum of five locations are displayed. To show all locations that match your filter criteria, click Show All in the bottom-right corner of the panel.

Services - displays the country location, product, quantity, one-time fee (NRC), and recurring fees (MRC) for each active and pending service associated with your account

To view account details:

On the Organization menu, under Account, click Account Details.

Related Articles

Managing Geographic Locations
Managing Invoices and Payments
Managing Phone Numbers
Roles and Permissions
Viewing a List of Authorized Contacts
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-04-12


Article: 000012033