Getting Started¶

Welcome to ConnexCS!¶

We're excited to have you on board. This guide will walk you through the key features and settings you'll need to begin your journey with ConnexCS.

Our platform is designed to streamline your communication and billing processes, making it easier to manage your customers, carriers, and rate cards.

Initial Setup Overview¶

The initial setup in ConnexCS will configure:

• A single carrier

• A single customer

• A single rate card

This provides you with a base configuration that you can expand as needed. Whether you're managing a few customers or scaling to handle unlimited connections, ConnexCS supports seamless growth with flexible and robust features to meet your business requirements.

Ready to begin? Let's walk through the steps to set up and customize your ConnexCS environment!

Prerequisites¶

Before you begin, ensure you have:

• A modern web browser such as Google Chrome, Firefox, Safari, or equivalent
• A basic understanding of telecommunications concepts (customers, providers, and rates)
• A ConnexCS account (register at ConnexCS if you haven't already)

Account Setup and Verification¶

Upon creating your account, you’ll need to complete a few key steps to ensure everything is properly set up.

Use the Alerts icon at the top left of the screen to view all outstanding items:

Email Verification¶

You'll receive a verification email after account creation. This is a security measure to prevent unauthorized access to customer accounts and works similarly to standard email verification mechanisms.

To verify your email address:

1. Select Verify Email. The Personal Profile screen will appear.
2. Click the orange ! icon next to Email. This generates a verification code and sends it to your email address.
3. Either click the link in the email or copy and paste the code into the Verification Code field in the Verify Email pop-up.

4. Click Verify.

   

Mobile Verification¶

Mobile Verification ensures that all mobile phone numbers associated with your account are genuine. This is an extension of email verification and adds an additional security layer.

Before starting, ensure your mobile number information is correct.

To verify a mobile number:

1. Select Verify Mobile. The Personal Profile screen will appear.
2. Confirm the number is correct and in E.164 format: [+] [country code] [subscriber number including area code] with a maximum of fifteen digits.
3. Click the orange ! icon next to Mobile. This will generate a verification code and send it to your mobile number.
4. Enter the code into the Verification Code field in the Verify Mobile pop-up.

5. Click Verify.

   

Additional Verification Fields¶

You may also need to verify the following information:

• Company Registration
• Company Details
• Company Registration ID
• Country
• Address
• VAT Registration ID
• Shareholder Certificate

Customer-Carrier Billing Setup¶

Follow these steps to set up routing and billing.

Carrier Setup¶

Carriers are your VoIP route providers. Below are the required fields for basic carrier setup.

For detailed instructions, see Carrier.

1. Navigate to Management Carrier.
2. Click the + icon.
3. Enter the Carrier Name.
4. Select the carrier's currency type (for example: USD, GBP, or EUR).
5. Click Save.
6. Select Auth from the Carrier screen.
7. Click + under IP Authentication.
8. Enter the termination IP address.

9. Click Save.

   

Click here for video playback.

Rate Cards¶

Rate Cards are structured pricing tables that specify the costs associated with terminating voice traffic to different global destinations.

1. Before getting started, we recommend reviewing Building Rate Cards. You can also watch our Rate Card Setup video.
2. Set up the Provider Rate Cards first, as customer cards will build upon these.
3. Build the Customer Rate Cards as needed.

Click here for video playback for Provider Rate Card.

Click here for video playback for Customer Rate Card.

Create a New Customer¶

1. Click the + icon.
2. Enter the customer's name.
3. Select the currency to use for this account. Note: You cannot change this later.
4. Add a tax percentage, which will be calculated for each payment.

5. Click Save.

   

Set IP Authentication¶

1. Select the customer to authenticate.
2. Click the Auth menu item.
3. Under IP Authentication, click the + icon.
4. Enter the origination/customer IP address.
5. Click Save.

Click here for video playback.

Set SIP User Authentication¶

You can authenticate a customer using a SIP username and password.

Steps to create a SIP user:

1. Select the customer to authenticate.
2. Click the Auth menu item.
3. Under SIP User Authentication, click the + icon.
4. Enter a username and password, then click the Save button.

Payments¶

You can add balance to a customer account.

Steps to add payments:

1. Select the customer.
2. Click the Payment menu item.
3. Click the + icon.
4. Enter a description and total amount. Select Completed from the drop-down menu if the payment has been made.
5. Click Save.

Click here for video playback.

Ingress Routing¶

To configure ingress routing:

1. Navigate to Management Customer.
2. Click the customer's name.
3. Select Routing.
4. Click + under Ingress Routing.
5. Select the Rate Card.
6. Click Save.

For detailed routing configuration, see Routing.

Setup Summary¶

The complete setup process follows these steps:

Step 1: Create a carrier

Step 2: Create a provider rate card

Step 3: Create a customer rate card and link it to the provider rate card

Step 4: Create a customer

Step 5: Assign the customer rate card to the routing configuration

graph TD
    A[Step 1: Create a Carrier] --> B[Step 2: Create a Provider Rate Card]
    B --> C[Step 3: Create a Customer Rate Card<br/>and link it to Provider Rate Card]
    C --> D[Step 4: Create a Customer]
    D --> E[Step 5: Assign Customer Rate Card<br/>to Routing Configuration]

Deploy Servers¶

Follow these instructions to deploy servers:

1. Navigate to Setup Settings Servers.
2. Select Deploy a Server.
3. Choose a server location.
4. Enter a server name.
5. Check the confirmation box and deploy the server.
6. The server's IP address will be emailed to your registered email address. You can also find it in the server list section.

For detailed server configuration, see Servers.

Click here for video playback.

Additional Options¶

Timezone Settings¶

You can set your local time zone by clicking the "Time Top" option in the settings. This will affect the time format across the entire platform.

Click Update to apply your changes.

Help and Documentation¶

Throughout the platform, you'll find question mark icons. Click them to access relevant documentation and guidance.

Account Balance¶

Your current account balance is displayed in the dashboard. To make a payment, click on the balance for options to pay via PayPal or credit card. Ensure your account balance stays positive to avoid service interruptions.

Set Up Personal Profile¶

Your username and role are visible in the upper right corner. You can change your password, language settings, and other preferences from your profile.

While configuring your Personal Profile isn't required for basic setup, it's a good time to complete it.

To access your profile, click your name in the upper right corner and select Profile.