Manage account and authorization codes with AT&T Collaborate

As an administrator for the AT&T Collaborate℠ service with permissions to manage sites, you can manage the account and authorization code settings for your site. You can use account codes only, authorization codes only, or no codes.

Account codes help you track outbound calls and keep an eye on budgets or employee performance. You can require individual users to enter account codes before making calls, or you can make the codes optional. As long as the code numbers and length are the same as the code that you’ve specified, it will be accepted.

Authorization codes restrict individual users from making certain types of outbound, external calls. You can require users to enter authorization codes for all calls or for only certain calls. The authorization code a user enters is validated, and calls connect only when a correct code is entered. If users don’t enter a correct code after 2 attempts, the user must hang up and try again.

Access the account or authorization codes page

1. On the Collaborate homepage, click Select a site or Switch sites, and then search for or select a site to manage.
2. On the left menu, expand Administration, and then click Site tools. The Site tools page appears.
3. In the Account/Authorization code section click Edit. The Account or authorization codes page appears, showing the settings for whichever code type (account code, authorization code, or no code) is currently selected.
   Note: If you don’t want to use any codes, under Select a code type, select No code.

Manage account codes

1. On the Account or authorization codes page, under Select a code type, select Account code. The account code settings appear.
2. Select a code length. Account codes can be 2 to 14 digits long.
3. To allow users to make domestic and toll-free calls without using an account code, check Allow domestic and toll-free calls without a code.
4. To create or delete codes, use the Actions menu.
5. Manage users:
   • To add users who are required to use account codes, under Assigned users, click Add users. Search for or select the users you want, and then click Assign.
   • To remove users, under Assigned users, click You have assigned <x> users. Search for or select the users you want to remove, and then click Unassign.
   • To add users who can first enter a feature access code, and then have the option to enter an account code, under Use optional codes feature access, click Add users. Search for or select the users you want, and then click Assign.
   • To remove users, under Use optional codes feature access, click View and manage users. Search for or select the users you want to remove, and then click Unassign.
     Note: Because new users aren’t automatically assigned to an account codes list, make sure to update these lists when you add users to the site.
6. Click Save.

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Manage authorization codes

1. Access the Account or authorization codes page.
2. Select Authorization code. The authorization code settings appear.
3. To manage authorization codes:
   • Select a code length. Authorization codes can be 2 to 14 digits long.
   • To allow users to make domestic and toll-free calls without using an authorization code, check Allow domestic and toll-free calls without a code.
   • To create or delete authorization codes, use the Actions menu.
   • To add users who are required to use authorization codes, under Assigned users, click Add users. Search for or select the users you want to add, and then click Assign.
   • To remove users, under Assigned users, click View and manage users. Search for or select the users you want to remove, and then click Unassign.
4. Click Save.

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Upload multiple codes

You can upload multiple codes at one time using a comma-separated values (CSV) file.

First, create the CSV file.

1. Open Microsoft® Excel® or another spreadsheet program.
2. In the first row of column 1, enter the word Code.
3. In the first row of column 2, enter the word Description.
4. Enter the codes and descriptions you want to add.
5. From the File menu, click Save as and select CSV (Comma delimited) (*.csv).

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