In this article:

Explore the new CallerID page

How to submit a request for a subaccount

How subaccounts can submit their own requests

CallerID Page

Admins and owners now have access to a CallerID page where you can submit a new external number request and view existing requests placed by your account or a subaccount.

You can switch between "All platform" view and "Account" view by using the tabs at the top of your screen.

How to submit a request for a subaccount

To submit a request on behalf of your subaccount, search for the subaccount in the search bar of your CallerID page. Once the subaccount is selected, you can click on "Create Request" to start your request.

Fill out the request as you normally would and once you submit it, the request will be sent directly to Documo where we can review it. Once approved, the numbers will be visible in the subaccouunt.

How subaccounts can submit their own requests

If a subaccount wants to submit their own request, subaccount admins or owners can navigate to their CallerID page and place their own request. Before any request is sent from a subaccount to Documo for approval, it will be sent to the reseller for review.

In addition to receiving an email notification of the subaccount's request, resellers can see new pending requests in the "All Platform" view on their CallerID page. When you have a pending request, you will need to review the request and submit it to Documo for approval.

When the request is submitted by the reseller account, the request will be sent directly to Documo where we can review it. Once approved, the numbers will be visible in the subaccouunt.

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