How to - Add Another Customer (Group) To An Existing Enterprise

The steps below, will guide you through adding a new group to an existing enterprise.  This process should only be used when adding a customer that does not already exist in the portal.

NOTE: At this time, only hosted customers can be provisioned in BroadSoft via the Orion customer set-up process.

Trunking customers still require set-up via a paper-based trunking order form.  Contact for the order form.

Log-in to

Search for the Enterprise Account you want to add a customer

  • In the search bar, type in the name of your customer that you need to add a new group.  A minimum of two accounts will be returned during this search.  One will have a "Role" of Enterprise and the other(s) will have a "Role" of Customer.
  • Select the Enterprise account by clicking on the "Account" name (hyperlink)
Search for the Enterprise Account you want to add a customer

From the Enterprise Account, Select the "OrderForms" tab

From the Enterprise Account, Select the "OrderForms" tab

Click on the Add Package Forms hyperlink

Click on the Add Package Forms hyperlink

Add New Customer Information

Notice the message in RED at the top of the order form. When you are placing an order for a new Enterprise or adding a new Customer to an existing Enterprise, you will see the message (in RED) as shown in the screen shot below. If you are adding services to an existing customer, you will not see this message.

Billing Start Date - BluIP allows you to select a billing date in the future to give you time to port numbers or turn up a circuit before billing starts for this customer.  This date can be changed once the actual activation date is known.

Customer Information - Fill out all information  (see example below)

Domain name - even though not outlined in red, should be included.  Do not include "www."

Time Zone - Everything is date and time sensitive, so be sure to include the customer's time zone.

Notes - Enter any special provisioning information.  For example - IP Fax information, email addresses(s), telephone number(s) that are porting, phone numbers that need to be set up for Smart Record service.

Order packages on this form (see instructions on next step)


Add New Customer Information

Order Packages


  • Select an Order Type from the drop-down menu (at the end of these instructions is a list of the packages included in each Order Type)
  • Select Add Package button
  • From the drop-down list, select all packages desired from this Order Type by placing a check mark in the box to the left of the package name
  • Select Add Selected  Repeat this process for all packages desired within each Order Type
  • If you need to order DID's (see "Ordering DIDs" instructions below)
  • When order is complete, select Save Order
Order Packages

Ordering DIDs

NOTE:  The number of DID's that come at no charge with the packages ordered will be listed under the "Add Package" button (see "Total available to select 2 Total selected")

  • Select Select DIDs
  • Enter the NPA and NXX for the service area
  • Select the DID you want by placing a check mark in the box to the left of the DID
  • If the numbers are for Trunking, place a check mark in the box to the right of the DID in the "Is For Trunking" column
  • If there are no numbers to choose from or not enough numbers, enter the quantity of DID's you need in the box to the right of Enter the number of backordered DIDs
  • Select Order
  • Then select Save Order
Ordering DIDs

List Order Types / Packages

AlaCarte Services

  • Agent Web Based Client Software License
  • Alternate Numbers
  • Anonymous Call Rejection
  • Auto Attendant
  • Auto Attendant Enhanced
  • Broadsoft Provisioning Fee
  • Broadsoft Receptionist Console - Enterprise
  • Broadworks Anywhere
  • Call Control Tool Bar - MRC Option
  • Call Control Tool Bar - NRC Option
  • Call Forwarding Always
  • Call Forwarding Busy
  • Call Forwarding No Answer
  • Call Forwarding Not Reachable
  • Call Forwarding Selective
  • Call Me Now
  • CLI Spoofing Penalty 1st Instance
  • CLI Spoofing Penalty 2nd Instance or Greater
  • DID Reservation Fee NRC
  • E911 Surcharge
  • Early Termination Fee
  • ECRC 911 Call - Billable
  • Enterprise Call Reporting
  • Enterprise Call Reporting NRC
  • Expense Reimbursement
  • Hunt Group
  • Instant Group Call
  • Late Fee
  • Lync Online Integration MRC
  • Lync Online Integration NRC
  • Music On Hold
  • Priority Alert
  • Professional Services (per hour)
  • Selective Call Acceptance
  • Selective Call Rejection
  • Shipping
  • SnapBack (LNP)
  • Unity Call Center Agent - NRC
  • Unity Call Center Agent MRC
  • Unity Call Center Supervisor - MRC
  • Unity Call Center Supervisor - NRC
  • Unity Client
  • Unity Client NRC
  • Virtual User Power Pack Bundle
  • Voice Mail Add On

Hosted PBX Services

  • Basic Call Center Agent
  • Basic Metered
  • Basic Residential
  • Breakroom/Conference Room Phone User
  • Call Center Supervisor - Client Only - (NO SEAT)
  • Enterprise Basic
  • Enterprise Premium
  • Enterprise Standard
  • Power User
  • Premium Call Center Agent
  • Premium Call Center Supervisor - Includes Dashboard Software
  • Premium Call Center Supervisor Bundle
  • Premium Metered
  • Receptionist User
  • Standard Call Center Agent
  • Standard Call Center Supervisor - Includes Dashboard Software
  • Standard Call Center Supervisor Bundle
  • Standard Metered
  • Standard Select Extensions
  • Standard Select Voice Lines
  • Traditional User\User Management Fee
  • Virtual User

Fax Service

  • Fax Overage Service
  • Virtual Fax ATA Basic
  • Virtual Fax ATA NRC
  • Virtual Fax ATA Unlimited
  • Virtual Fax Basic Overage
  • Virtual Fax Desktop Unlimited
  • Virtual Fax NRC

Call Recording

  • Audio Mining
  • Call Recording Storage Extension Standard
  • Smart Capture
  • Smart Capture NRC
  • Smart Evaluation Tabs
  • Smart Evaluation Tabs NRC
  • Smart Listen Unlimited
  • Smart Listen Unlimited NRC
  • Smart Record
  • Smart Record Extended Storage
  • Smart Record Extended Storage NRC
  • Smart Record NRC
  • Smart Record Pro
  • Smart Record Pro NRC

Toll Free

  • Toll Free NRC
  • Toll FRee Number
  • Toll FRee NASCing
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