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Account Setup
Sangoma requires all new Cloud PBXact clients to complete these two steps to finish the initial setup of your account. If these steps are not completed you will not be able to proceed with the configuration of your system.
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To protect you and us against fraud, we need to have a phone call to verify payment information.
Instructions can be found here =>Cloud Account Verification
PBX Setup and Configuration
Sangoma offers two options at this point:
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You can jump in and start working with your new cloud system. This is a very valid option for trained Sangoma partners or technical end users
For more information please visit Setting up your PBXact Cloud system
Option 2: Use the Up and Running Service from Sangoma
You can choose to use an Onboarding Engineer.
To contact your Onboarding Engineer please open a support ticket by emailing cloudonboarding@sangoma.com. This ticket will be used to communicate all written communications for the entire onboarding process.
Please see below for what is included for all Sangoma hosted services.
Sangoma Assisted Onboarding Services
Onboarding services are covered in 3 main steps and is started by the onboarding ticket creation as outlined above.
Welcome and Introduction Call
Order Verification Call
Activation Call
Welcome and Introduction Call
Within 1 business day of onboarding ticket submission
Typically 30-60 minutes long
Welcome you to Cloud PBXact service
Review order for accuracy
Help you with initial e911 and account verification set up if not already completed
Gather necessary information for basic configuration and call flows
Hand out questionnaires to be completed by you to help with system configuration - Location information, phone extensions, phones numbers, etc.
Discuss Number Porting requirements
Discuss End Points requirement - IP phones or other devices (see note 1)
Discuss advanced configuration that may be necessary (see note 2)
Discuss network readiness - internet / router / firewall / QoS / PoE. (see note 3)
Explain the rest of the process and schedule next call (note 4)
Order Verification Call
Returning the questionnaires prior to this scheduled call is mandatory (see note 4)
Typically 30-60 minutes long
Review configuration information and questionnaires
Confirm advanced configuration
Discuss network readiness - Internet / router / firewall / QoS configuration
Review number porting and status
Schedule next call (note 4)
Activation Call
Between the Order Verification and Activation call:
Onboarding engineer will configure your system based on the information from prior calls
There may be other coordination and communications between the on-boarding engineer and you
Typically 30-60 minutes long
Verify network readiness
Verify configuration is complete
Discuss telephone number porting status
Confirm agreed advanced configuration setup requirements completed
Hand off and explanation of engaging technical support once onboarding process is completed (note 5)
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