The Customer Setup Wizard provides guidance through the initial setup process and ensures the setup prerequisites are met before commencing.

The first screen performs the following important checks:

The wizard is present on the Getting Started page of the portal and will be the first page shown following initial login and until the first service is configured.

Customers wishing to bypass the wizard can do so by directly selecting the Services and Users tabs and performing the manual setup steps.

The prerequisites are verified on the first page; the wizard will not continue if either:

  • The wrong admin level is applied to the logged-in user
  • There are no spare licences available to the tenant for the setup process to use

These items should be resolved for the wizard to continue

A warning is shown if the customer does not have the correct Phone System addon-licences, this will not prevent the initial setup stage from proceeding, but will prevent the user setup stage completing later.

The Wizard takes the administrator through 4 steps to get to a successfully configured service.

  1. Prerequisite checks
  2. Configure the Trunks or PBX services as determined by available subscriptions
  3. Configure the MS Teams and Microsoft 365 account
  4. Configure user settings

Following these 4 steps the customer should have a service configured and ready to use.

The wizard process can be paused and will continue from the completed point next time the administrator logs in to the portal.