Getting Started¶

Welcome to ConnexCS! Your Guide to Getting Started We're excited to have you on board. This guide will walk you through the key features and settings you’ll need as you begin your journey with ConnexCS.

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

The initial setup in ConnexCS will configure a single carrier, a single customer, and a single rate card.

To get started, the initial setup in ConnexCS will configure a single carrier, a single customer, and a single rate card, providing you with a base configuration that you can expand as needed.

Whether you’re managing a few or scaling to an unlimited number of customers and recipients, ConnexCS supports seamless growth, offering flexibility 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¶

• You have a modern web browser such as Google Chrome, Firefox, Safari, or their equivalent.
• You have a basic understanding of Telecoms--customers, providers, and rates.
• You have created an account with ConnexCS.

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. Click the link in the email to verify your account. ConnexCS determines if an email address is genuine.

It's a measure against unauthorized users accessing customer accounts. It works similarly to most email verification mechanisms. The system sends a verification code to the user's email, which is verified when the user enters the code back into the verification.

To verify your email address:

1. Select Verify Email. The Personal Profile Screen pops up.
2. Click the orange ! next to Email, this generates a code and sends it to the email address.
3. Click the link in the email or copy & paste the code into the Verification Code field in the Verify Email pop-up

4. Click Verify.

   

Mobile Verification¶

Mobile Verification is the process by which we verify mobile phone numbers to ensure that they're genuine, and is an extension of Email Verification.

Mobile Verification ensures all mobile devices associated with your account are genuine.

Before verifying a mobile number, make sure the information is correct.

To verify a mobile number:

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

5. Click Verify.

   

Other Fields to be verified¶

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

Customer-Carrier Billing Setup¶

Follow the below steps to setup routing and billing.

Carrier Setup¶

Carriers are your VoIP route providers.

Below, we include only the required fields to set up a carrier.

For detailed instructions on carrier setup, see Carrier.

1. Navigate to Management Carrier:
2. Click on the + icon.
3. Enter the Carrier Name.
4. Select the Carrier's currency type, for example: dollars, pounds, or euros.
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 cost associated with terminating voice traffic to different global destinations.

1. Before getting started, we recommend you review Building Rate Cards. You can also watch our Rate Card Setup video.
2. Setup the Provider Rate Cards as customer cards will build off those.
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 on the + icon.
2. Enter the Customer's Name.
3. Select the currency to use for this account. Please note that you can't change this later.
4. Add a tax percentage, which is calculated for each added payment.

5. Click Save.

   

Set IP Authentication¶

1. Select the customer to authenticate.
2. Click on the Auth menu item.
3. Under IP Authentication, click on 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 SIP Username and Password.

Below are the steps to create a SIP user:

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

Payments¶

You can add balance to a customer.

Follow the steps to add Payments:

1. Select the customer.
2. Click on the Payment menu item.
3. Click on the + icon.
4. Enter a Description and Total amount and select Completed from the drop-down menu, if the payment is made.
5. Click Save.

Click here for video playback.

Ingress Routing¶

To manage Ingress Routing,

1. Navigate to Management Customer:
2. Click on 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.

Summary

Step 1: Create a Carrier.

Step 2: Create a Provider Rate Card.

Step 3: Create a Customer Rate Card and link it to the previously created provider rate card.

Step 4: Create a Customer.

Step 5: Assign the newly created Customer Rate Card to the routing configuration for the new customer.

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 and link            it to Provider Rate Card]
    C --> D[Step 4: Create a Customer]
    D --> E[Step 5: Assign Customer              Rate Card to Routing Configuration]

Deploy Servers¶

Deploy Servers using these instructions.

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 is 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¶

Change Timezone: You can set your local time zone by clicking on the “Time Top” option in the settings. This will affect the time format across the entire site.

Click Update to apply changes.

Help and Documentation¶

• Help Buttons: Throughout the platform, you'll find question mark icons. Click on them to access relevant documentation that can guide you.

Account Balance¶

View Balance: Your current account balance is displayed here. To make a payment, click on the balance, and you’ll have the option to pay via PayPal or credit card. Ensure your account balance stays positive to avoid any issues.

Setup Personal Profile¶

Logged-In User: The current user’s name and role are visible. You can change your password, language settings, and other preferences.

While it's not necessary to configure your Personal Profile to complete basic setup, this is a good time to get it done.

To find this, click your name in the upper right corner and select Profile.