What is an Organization in the PhoneUnite context?
It's a business or brand. Essentially each Organization in PhoneUnite is its own isolated ecosystem consisting of its own phone numbers, call trees, sounds, billing plan and so forth. The common tie is the main account, shared users and billing. To learn more about multi-organization support, see the related section on this page.
Creating an Organization
How do I create my first organization?
When you first create your PhoneUnite account, we'll automatically create your initial organization for you. You'll see the name of your organization in the top right of your screen when you login to your account.
How do I add additional organizations?
You do this in the top right of your screen by clicking on the down arrow next to your current organization and then clicking "Add Organization". Before you can add additional organizations, you'll need to have a payment method on file. Only your first organization is part of your free trial. Additional organizations are billable immediately.
What is Multi-Organization support?
Multi-organization support lets you manage more than one business under your single PhoneUnite account.
For example, let's say you run two businesses... Product Experts, LLC and Services Experts, LLC. You have an extension at both of these businesses, but your employees at each of these businesses are different. With PhoneUnite, you would create an organization for each of these businesses under your one PhoneUnite account.
You can then set yourself as an administrator for both of these accounts and also assign yourself as a "member" of each organization so that you can give yourself a direct extension.
You can then switch easily to different organizations using the dropdown toggle in the top right of your screen. When you switch to the other organization, you'll see that each section of your account is updated to reflect the current organization. For example, if you visit Phone Numbers, you'll only see phone numbers associated with that organization.
How am I billed?
Each organization is linked to a single PhoneUnite account. That account is responsible for paying for each organization and you'll see that the Billing page (found in the top right corner of the screen) reflects a summary across all of the organizations that you manage.
Each organization is billed on a month-to-month basis. As amounts for each organization fall due, it will be deducted from your current account balance. Your balance must remain above zero and we have options to manually or auto-recharge your balance. You can learn more about this on our billing documentation page.
Can I pay using a different credit card for each organization?
No. If this is a requirement for you, then you'll need to create separate PhoneUnite accounts to handle this.