Why it matters
Accounts settings now separates provider accounts from SIP domains, credential lists, users, extensions, phones, call queues, and auto-provisioning so admins can manage provider infrastructure in focused tabs.
Key Concepts
Provider account: A provider account stores provider-level configuration used for messaging or voice, such as Telnyx account credentials.
Account Settings tabs: After opening a provider account, tabs appear for Domains, Credential Lists, Credential Attachments, Users, Extensions, Auto Provision, Phones, and Call Queues.
Provider infrastructure: Accounts settings is for the underlying provider setup. Use Channels settings for connected communication channels.
Step-by-Step: Open provider account settings
Open Settings > Accounts.
Review the Accounts list.
Click Add account if you need to add a provider account.
Open an existing provider account to access Account Settings.
Use Domains, Credential Lists, and Credential Attachments for SIP domain authentication setup.
Use Users, Extensions, Phones, Call Queues, and Auto Provision for SIP user and phone infrastructure.
Use Channels settings when you need to manage the actual customer communication channel.
Tips and Best Practices
Make provider account changes carefully because they can affect multiple channels.
Keep provider account names clear enough to distinguish test, production, and provider-specific accounts.
Use Domains in Accounts for SIP domains. Use Settings > Domains for web, link, and email domain setup.
Review channel setup after changing provider phones or provider credentials.
Troubleshooting
Issue | Possible Cause | Fix |
Accounts page fails to load | Provider account data may be unavailable or the organization context may be changing. | Refresh the page. If the issue continues, contact support with the account error. |
Cannot add an account | Your role may not include account management permission. | Ask an admin to add the provider account or update your role. |
Unsure whether to use Accounts or Channels | Both areas relate to communication setup. | Use Accounts for provider infrastructure and Channels for channel behavior, users, hours, and responses. |