Managing Your eFax Corporate Network

Managing Your
eFax Corporate Network
A Guide for eFax Administrators
ADMIN GUIDE
Contents
3 Introduction to Using My Account
4 Navigating My Account
5 Viewing a User Account
6 Adding Fax Numbers
7 Creating New User Accounts
8 Creating New User Accounts by Importing a Spreadsheet
9 Removing Users
10 Creating Activity Reports
11 Changing Global User Settings
11 eFax Corporate Customer Support
ADMIN GUIDE
Introduction to Using My Account
The primary tool for managing your eFax Corporate fax network is My Account. You’ll access My Account by logging
in to the eFax Corporate web site at www.efaxcorporate.com. My Account provides a secure environment to add new
numbers, assign users and review reports of inbound and outbound fax traffic. And if you ever need help with your
account, you always have access to eFax Corporate Customer Support 24-hours a day by calling (800) 810-2641.
24-Hour eFax Corporate Customer Support • (800) 810-2641 • [email protected]
ADMIN GUIDE
Navigating My Account
This is the welcome menu for My Account. From here you can choose to add numbers, create or edit users, review
usage logs and change account settings. Click the menu items on the right to expand the menus.
24-Hour eFax Corporate Customer Support • (800) 810-2641 • [email protected]
ADMIN GUIDE
Viewing a User Account
Click User Accounts > View Accounts to view active users. Viewable fields include name, billing code, number, PIN
and send enabled. The optional billing code field allows you to assign each user to a department or cost-center code.
Use this code to run reports grouped by billing code on your monthly invoice.
24-Hour eFax Corporate Customer Support • (800) 810-2641 • [email protected]
ADMIN GUIDE
Adding Fax Numbers
You must add fax numbers to your account before creating user accounts. This page allows you to add groups of
numbers from selected area codes. It also displays the total quantity of assigned and unassigned fax numbers. Click
Add Numbers to choose the location and quantity of the numbers you need to add.
24-Hour eFax Corporate Customer Support • (800) 810-2641 • [email protected]
ADMIN GUIDE
Creating New User Accounts
Once you’ve added fax numbers, new users can be created and assigned to the numbers. You can assign each user to
multiple numbers in different area codes.
24-Hour eFax Corporate Customer Support • (800) 810-2641 • [email protected]
ADMIN GUIDE
Creating New User Accounts by Importing a Spreadsheet
This powerful tool allows you to import users from a .CSV spreadsheet file. Click User Accounts > Import User List
to import your file. Download the sample user list and reference documentation for more information on importing a
user list to My Account.
24-Hour eFax Corporate Customer Support • (800) 810-2641 • [email protected]
ADMIN GUIDE
Removing Users
You can remove a user from your user list by clicking User Accounts > Remove Users. The user’s fax number will return
to the pool of unassigned numbers and can be reassigned immediately. The Account Administrator will receive any
faxes sent to this number while it is unassigned.
24-Hour eFax Corporate Customer Support • (800) 810-2641 • [email protected]
ADMIN GUIDE
Creating Activity Reports
Several different usage reports are available through My Account. Run single-user reports of inbound and outbound
fax activity during the previous twelve months. In addition, run aggregate monthly reports for your entire fax network,
which can be downloaded as a .CSV spreadsheet.
24-Hour eFax Corporate Customer Support • (800) 810-2641 • [email protected]
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ADMIN GUIDE
Changing Global User Settings
Click Admin Preferences > User Settings to change global settings for users in your fax network. For example, turn
off the welcome letter sent each time you add a user. You can also restrict which company domains can be used to
receive faxes.
eFax Corporate Customer Support
If you have any questions about your eFax Corporate Account, Customer Support is available 24 hours a day, 7 days a
week at (800) 810-2641 or by email at [email protected].
© 2006 j2 Global Communications, Inc.
All rights reserved. eFax Corporate is a registered trademark of j2 Global Communications, Inc.
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