The default settings configured at the account level apply to all users who have Account Codes enabled. However, those settings, including whether the feature is enabled or disabled, can be customized for individual users if needed.
Enable Account Codes for User
When Account Codes is enabled, the user is prompted to dial a code on every outbound call. Whether or not the code must be valid (preconfigured on the account) depends on their settings. See How to Use Account Codes for details.
Account Codes is not enabled automatically for new users, so it must be enabled manually for those who need it. To enable it for a user, follow the steps below:
- Go to the Users page and select the user whose settings you want to customize.
- In the Settings tab, scroll down to Account Codes.
- Switch Enable account codes on. Once saved, the user will be prompted to dial an account code on every outbound call.
- Click [Save]. Account Codes is now enabled with the default settings, which are greyed out below.
Override Account Settings
In many organizations, especially larger ones, some teams may have different call tracking requirements, and some users may not need to track their calls at all. Follow these steps for each user who needs custom settings:
- Go to the Users page and select the user whose settings you want to customize.
- Select the Settings tab and scroll down to Account Codes.
- Toggle on Override account level settings. The account settings are displayed below.
- Modify the settings as needed.
- Click [Save]. If the account default settings are ever updated, this user's settings will not be affected.
Disable Account Codes for User
If Account Codes is enabled for a user who doesn't need to track their calls, follow the steps below to disable it:
- Go to the Users page and select the user whose settings you want to customize.
- In the Settings tab, scroll down to Account Codes.
- Switch Enable account codes off.
- Click [Save].
About Disabling Account Codes
Because disabling this feature at the user level is not technically an override setting, if the account-level settings are ever updated and Account Codes is enabled for all users who don't have it, it will also be enabled for users who previously had it disabled.