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Routing Fax Numbers
Access the XMedius Online portal Click Child accounts > Management Find the correct tenant Choose More Actions > Users Search to determine if inbound routing email address has been added as a user If inbound routing email has not been added: Click Add User Add Username (no spaces) Add Email address Enable Password should be unchecked Save Return to main tenant Choose More Actions > XM Fax > Numbers Search for the correct fax number and click Edit Within Assigned users, add the inbound routing email address and UpdatePorting Fax Numbers (request)
Access the XMedius Online portal Click Child accounts > Management Find the correct tenant Choose More actions > XM Fax > Number requests Choose Request number porting Porting source section Company name: enter exactly as seen on the customer bill Billing telephone number: look for the billing phone number, BTN, or BAN on the customer bill; if not listed, enter the number being ported Service provider name: enter based on customer bill Business Information section Street number: enter just the number portion of the street address for where the bill was sent If a PO Box, enter the numerical portion of the address as the street number; for street name, enter “PO Box” Street name: enter the remaining portion of the street address (include suite or unit number, if applicable) for where the bill was sent City/State/Zip: enter as appropriate for where the bill was sent Authorized person name: our main point of contact; if the request is denied due to this, ask customer for the name of the person who actually manages the account Site address section Same as the Business Information section, except use the address where the fax is being used Numbers to port section Requested porting date: check notes to see if the customer has requested a specific date, otherwise schedule for 1 week out Numbers to port: enter the number being ported Special requests: if found on the customer bill, enter the security PIN and other relevant information Click Save Letter of Authorization will be yielded Import letter into DocuSign and add a signature and date field Add yourself as “receives a copy” Email message: Hello Chris, Please sign the LoA for fax porting of (512)-982-9160 (Austin/Bee Caves branch) Once signed, go back to the tenant, click Edit and upload the signed document Expected timeframe for a response from XMedius is 3 days; set a reminder to check after that timeframe When porting request is approved and complete, routing can be set (even if it is not yet active)Creating New Fax Numbers
Access the XMedius Online portal Click Child accounts > Management Find the correct tenant Choose More actions > XM Fax > Number requests Choose Request new numbers Area code: add the customer’s area code Rate center: choose the location closest to the customer site Quantity: enter the total amount of new numbers being requested Click SubmitAdding a Tenant
Access the XMedius Online portal Click Child accounts > Management, choose Add new enterprise Sections: Display name: Company name (from ConnectWise) Home page: use the customer email handle Example: https://portal.xmedius.com/businessname Full name: add main point of contact for company Security officer and Privacy officer can be left blank XM Fax: checked XM SecureSend: uncheck XM SendSecure user licenses: leave blank Add logos (not required) Change default time zone to customer time zone Default service access: uncheck XM SecureSend Change Password expiration to 0 Uncheck Send welcome email to users and Send fax number assignment email to users Check Enable email-to-fax Fax retention: set to 90 days Click Add Within the portal, search for the new tenant; copy the URL below the company name Add the configuration to ConnectWise Access the company within ConnectWise and click the Configurations tab Click + to add a new configuration Configuration name: XM Cloud Tenant Within the Configuration Details pod: Type: Software Install Date: date tenant was added Within the Configuration Questions pod Website: paste the URL copied from the XM Cloud portalBusiness Tech Assessment
A Business Technology Assessment will begin with a conversation around the goals, initiatives, projects and future growth of your organization. We seek to understand the goals of your organization so we can align your technology to help meet those goals. We seek to serve you as a strategic partner, not a vendor. Next, your UBEO team will walk your facility and collect data for analysis. We interview your users to uncover their challenges and identify areas of improvement while observing your workflows and your devices’ condition. We also will review your current agreements, expenses, and other hidden costs to provide a comprehensive view of all investments associated with your business technology. Most of the work is done in the Analysis phase. Your UBEO analyst will compile all of our data and observations. We produce a deliverable that communicates a clear understanding of costs, existing challenges, and areas of improvement.
