How To - Add Hosted Customer to an Existing Enterprise (new group in BroadSoft)

Log in to

Search for Enterprise Account

  • Search for the customer by typing the company name in the Search box in the left-hand sidebar
  • Press Enter
Search for Enterprise Account
  • A minimum of two accounts will be returned during this search. One will have a role of "Enterprise" and the other will have a role of "Customer".
  • Click on the Enterprise account name.  This is where you will need to create the new Customer account.

From the Enterprise account:

  • Click on  the Order Forms Tab
  • Click on the Add Package Forms hyperlink

Customer Information & Package Order Form

Notice the message in RED at the top of the order form. When you are placing an order for a new Customer (Group) as part of an existing Enterprise (from the Enterprise Account), you will see the message (in RED) as shown in the screen shot below. The enterprise number is listed.

Customer Information & Package Order Form

Fill out the information (see form below)

  • Billing Start Date - Orion allows you to enter a date in the future to allow for porting of numbers, turning up circuits, ordering hardware and provisioning.  The Billing Start Date is critical, as it determines your customer's first invoice.
  • Account Name - New customer name
  • First Name, Last Name - Billing Contact Name
  • Company - Usually the same as the Account Name.  This will appear on the customer's invoice.
  • Password - anything you type in this area will work
  • Address Information - Will appear on the the customer's invoice
  • Email Address - This will be used to email the customer's invoice.  Once the customer is set up, additional emails can be added.
  • Default Domain - Either the Customer's domain or your partner domain can be used.  DO NOT include "www" or "http".
  • Time Zone
  • Notes - Enter any special provisioning information:
    • E911 physical location(s) and the main telephone number assigned
    • Fax number(s)
    • IP Fax number(s) and email address(es)
    • Phone number(s)s for Smart Record service andFill out all the Customer Information in the Order Form (see example below)
  • Password - anything you type in this area will work
  • Notes - Enter any special provisioning information. For Example  Fax numbers, IP Fax information (email address(es) & telephone number(s) that are porting, phone numbers that need to be set up for Smart Record service and E911 physical location(s) and the main telephone number assigned.

Select Packages

Note:  It is very important that each customer location is set up with E911 emergency services.  If you do not have the information at this time, be sure to email the information to as soon as possible.

  • Select an Order Type from the drop down menu (see Order Types / Packages List below)
    • AlaCarte Features
    • Broadband Access
    • Call Recording
    • DID
      • Order NEW DID's only
      • DO NOT include DID's you are porting to BluIP.  Once numbers have ported, they will be entered by the BluIP LNP Dept
      • DO NOT include DID's for SIP Trunks
    • Fax Service
    • Hosted PBX
    • Hosted UC One
    • Local Number Portability (do not order from this order type, it is reserved for the LNP Dept.)
    • SIP Trunking (is not inabled, trunks must be ordered by submitting a Trunking Order Form to
    • Toll Free Service (In the notes please indicate either the toll free number being ported or that a toll free order has been ordered AND when required)
  • From the drop-down list, select all packages within the Order Type by placing a check mark beside each package you are ordering.  You will need to scroll down to see the entire list. (You will be able to increase the quantities later)
  • Select Add Package button
  • Select another Order Type and continue adding packages
Select Packages

Order Types / Packages

 Below is a list of the Order Types and the Packages found in each type:

AlaCarte Services

  • 4G Backup
  • Agent Web Based Client Software License
  • Alternate Numbers
  • Anonymous Call Rejection
  • Auto Attendant
  • Broadsoft Provisioning Fee
  • BroadSoft Receptionist Console - Enterprise
  • BroadWorks Anywhere
  • Call Control Tool Bar
  • Call Forwarding Always
  • Call Forwarding Busy
  • Call Forwarding No Answer
  • Call Forwarding Not Reachable
  • Call Forwarding Selective
  • Call Me Now
  • CLI Spooling Penalty
  • DID Reservation Fee
  • E911 Surcharge
  • Early Termination Fee
  • ECRC 911 Call - BIllable
  • Enterprise Call Reporting
  • Guest Room
  • Hardware Non Return Fee
  • Hunt Group
  • Instant Group Call
  • Late Fee
  • MS Lync Integration - PResence IEX
  • Music On Hold
  • Priority Alert
  • Professional Services (per hour)
  • Selective Call Acceptance
  • Selective Call Rejection
  • Shipping
  • Technical Dispatch
  • Unity Call Center Agent
  • Unity Call Center Supervisor
  • Unity Client
  • Virtual User Power Pack
  • Voice Mail Add On 

Broadband Access

  • Circuit Early Cancellation Fee
  • DSL
  • Metro Ethernet
  • MPLS
  • Priority Access Bonded T1
  • Priority Access T1

Call Recording

  • Smarat Capture
  • Smart Evaluation Tabs
  • Smart Listen Unlimited
  • Smart Record
  • Smart Record Pro


  • Additional DID's
  • DID Repoint
  • DID Reservation Fee

Fax Service

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

 Hosted PBX

  • Basic Call Center Agent
  • Basic Metered
  • Breakroom/Conference Room Phone User
  • Call Center Supervisor - Client Only - (No SEAT)
  • Enterprise Basic
  • Enterprise Premium
  • Enterprise Standard
  • Enterprise UC - Communicator Prime
  • Enterprise UC - Phone Prime
  • Power User
  • Premier Metered
  • Premium Call Center Agent
  • Premium Call Center Supervisor Bundle
  • Receptionist User
  • Standard Call Center Agent
  • Standard Call Center Supervisor Bundle
  • Standard Metered
  • Standard Select Extensions
  • Standard Select Voice Lines
  • Traditional User
  • Virtual User

Hosted UC One

  • DID Add-On - UC
  • Enterprise UC - Communicator Prime
  • Enterprise UC - Phone Prime
  • Select UC Extension - Communicator Prime
  • Select UC Extension - Phone Prime

Toll Free

  • Toll Free Number

Changing Quantity

  • If quantity is more than one, increase the quantity here.  
  • If you need to remove a package, click on the DEL button beside the package to be deleted

Important: When you change the quantity, you MUST hit the 'enter' key to save the quantity. If you don't hit the 'enter' key, the quantities will default back to "1".

Changing Quantity

No Charge DID's

Once you have ordered your seats, the number of DID's that come at no charge with the seats will be listed under the "Add Package" button (see "Total available to select 2 Total selected")


No Charge DID's

Order DID's

BluIP keeps a large standing inventory of DID’s in stock and our intent is to allow you to select the DID’s that you want to assign to your customer via the order forms.

You must have ordered seat(s) in order to have access to the DID ordering section.

  • Click on the Select DIDs to order new numbers. DO NOT include numbers you are porting.  Only order additional numbers needed.  

If any of the numbers being ordered is to be used for a fax, please provide the provisioning information in the "Notes"

Order DID's
  • Enter the NPA-NXX combination that you need
  • The system will then enter the Rate Center and provide a list of numbers currently in inventory
  • Select the DID's that you want to assign to this customer (you will be allowed to select the quantity of DIDs based on the packages that you ordered)
  • If there are no numbers currently in inventory, enter the quantity that you need in the backorder box
  • Final Step, Click the Order button

Note: Placing a backorder, generates a ticket that will be sent to our Provisioning Department, who will place an order for the quantity needed within the NPA and NXX.

Save Order

  • Select Save Order

I new customer account will be created within the Orion portal and a new group will automatically be provisioned in our BroadSoft switch.

You will use the same BroadSoft log-in and password that was initially sent to you to access this new group. You are now ready to access BroadSoft and provision any group and users based on the items that you ordered.


Save Order

Orion Set Up

You can now search in Orion for the new customer account that you just created.

WARNING: Three packages are automatically added to a new customer. These packages are crucial for linking Orion and BroadSoft.  NEVER DELETE THESE PACKAGES:

  • On the Customer Account - 'BroadWorks Group' and 'RetailRates'.
  • On the Enterprise Account - 'BroadWorks Enterprise'.

BroadSoft Set Up

Once your order is complete, you can go to BroadSoft to build the user accounts and provision services using the credentials that were emailed to you.


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