Add Group to an Enterprise

  1. Login to your partner account in Orion
    • Enter Username and Password
  2. Select Login

From the Partner Account

  • Select Order Forms
  • Select Add Group to an Enterprise
  1. Enter the Customer Name
    • Begin typing Customer Name and available customers will appear in a drop down box
    • Select customer by clicking on the customer name
  2. Select Next

Complete Customer Information

  1. Enter the Account Name (required)
  2. Enter Billing Start Date (required)
    • Enter the date directly or click on the calendar icon to select a date
  3. Enter Authorized User First Name (required)
  4. Enter Authorized User Last Name (required)
  5. Enter Contact Email Address (required)
  6. Enter Company Name (required)
  7. Enter Customer Contact Phone Number (required)
  8. Select Customer Time Zone (required)
  9. Enter Customer Street Address (required)
  10. Enter Customer City (required)
  11. Enter Customer State (required)
  12. Enter Customer Zip Code (required)
  13. Select Next

E911 Information

  1. Enter E911 information for customer
    • Items marked with an Asterisk (*) are required
  2. If no E911 is needed, select the check box to skip 911 service
  3. To complete form using existing customer information, select Use Address From Customer Information
  4. Add the E911 TN, then update any other address items
  5. When completed select Next
  1. Select Add Packages
  1. Select Order Term
  2. Select Package Types
    • From the drop down box categories select which packages you would like to order for the customer
    • Choose from categories for available products and services
    • Selected categories will populate available products and services
    • When done selecting categories click anywhere outside of the drop down box
  3. Select products and services by clicking in the small box on the left
  4. Update the quantity for each item you are ordering (you can adjust quantity by using the up/down arrow or typing in a number)
  5. Select Add Selected when you have completed adding items
  1. If more products or services are needed, select Add Packages and repeat the steps above
  2. When packages to order is complete select Next
  1. Select Select DIDs if ordering telephone numbers are needed
  2. If not ordering any DIDs, select Next
  1. Enter the NPA NXX for the DIDs being requested
    • Rate center will populate with the rate center information
  2. Select the DIDs you would like by placing a checkmark in the box next to the DID you would like to order
  3. If the DID will be used for Trunking, place a checkmark in the box under the Is For Trunking column
  4. If you do not want to select the DIDs available or if no DIDs are available, indicate how many DIDs you would like by placing a quantity in the Back Ordered DIDs space in the top right
  5. Select Order

DIDs Not Available

  1. If no DIDs are available in your selected rate center, a pop up box will instruct you to back order your quantity of DIDs.
  2. Select Ok. you will return to the screen above to back order DIDs
  1. If more DIDs are needed, select Select DIDs and repeat the steps above
  2. When DID order is complete select Next

Extra Info

  1. Depending on what packages are ordered, additional information may be requested. Specific questions will be in this area. Complete the requested information (if any)
  2. Select Next


  1. Use the provided space to include any additional information about your order.

View Order

  1. Before you submit your order, you can review it by selecting View Order on the right.
  1. When review is done select Close at the bottom of the screen
  1. If after review a change is needed,  you can select the section needing changes in the View Order box to be taken directly to the screen needing updating, or
  2. You can use the Back button
  3. Once order is complete, select Save and Submit
  1. Upon selecting Save and Submit a pop-up box with Order Agreement Terms will appear. Please read the terms of this order
  2. Select Ok to continue
  3. Select Cancel to cancel order submit

You will see a pop-up notice at the bottom of the screen that says Successful Submission when order is placed successfully.


After submitting your order a ticket will be created in Orion and you will receive an email with the ticket number

As your order progresses the ticket status will be updated and you will receive an email with the update

You can check the status of your order any time by logging into your Orion account and viewing the ticket associated to the order

Have more questions? Submit a request


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