> ## Documentation Index
> Fetch the complete documentation index at: https://docs.telzino.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Prepare Your Telzino Account (Any SIP PBX)

> Create your Telzino account, add a reseller and organization, and unlock the features your agents need

This guide covers the one-time setup to do before you build agents on any PBX other than NetSapiens, such as Metaswitch, BroadSoft or Avaya: creating your Telzino account, adding the customer as a reseller and organization, and unlocking the features they need. The example used throughout is the reseller **Acme** and the organization **Acme Organization**.

When you are done, continue with [Set Up Your First AI Agent on Any SIP PBX](https://docs.telzino.com/setup-guides/general-pbx.md). To add more agents for the same organization later, skip straight to that guide.

> [!NOTE]
>
> If your PBX is NetSapiens, follow [Set Up Your First AI Agent on NetSapiens](https://docs.telzino.com/setup-guides/netsapiens-first-agent.md) instead.

## 1. Create your Telzino account

Every other step happens inside the Telzino Dashboard, so sign up first.

**1. Open the sign-up page**

Go to **telzino.com** and click **Sign Up** in the top right corner.

![The Sign Up button on telzino.com](https://mintcdn.com/telimatic/L6FNx598Jy0gnLmy/images/general-pbx/general-pbx-01-signup-button.png?fit=max\&auto=format\&n=L6FNx598Jy0gnLmy\&q=85\&s=df111df9edfc94d26df5165f9321b18e)

The Sign Up button on telzino.com.

**2. Enter your email**

On the **Create Your Account** page, enter your business email address and click **Continue**, or click **Continue with Google** to sign up with a Google account.

![The Create Your Account page](https://mintcdn.com/telimatic/L6FNx598Jy0gnLmy/images/general-pbx/general-pbx-02-create-account.png?fit=max\&auto=format\&n=L6FNx598Jy0gnLmy\&q=85\&s=3cc3829fb03189115a8135526b00099d)

The Create Your Account page.

**3. Finish sign-up**

Finish the remaining prompts. When sign-up is complete, you are taken to the Telzino Dashboard automatically.

> [!NOTE]
>
> To log in again later, go to telzino.com and click **Login**.

## 2. Add a reseller and organization

Every agent belongs to an organization (the business whose calls it answers), and every organization belongs to a reseller.

**1. Open Resellers and Organizations**

In the left sidebar, click **Customers**. The menu expands, then click **Resellers and Organizations**.

![Customers expanded, with Resellers and Organizations selected](https://mintcdn.com/telimatic/L6FNx598Jy0gnLmy/images/general-pbx/general-pbx-03-customers-menu.png?fit=max\&auto=format\&n=L6FNx598Jy0gnLmy\&q=85\&s=2ef7fa33f21ab8c95cb9155fcfa48ba5)

Customers expanded, with Resellers and Organizations selected.

**2. Create the reseller**

Click **New Reseller**, then fill in the fields:

* **Reseller Name**: the customer or reseller business name. For example, Acme.
* **External ID** (optional): an account number or other identifier from your own platform. Leave it blank if you do not use one.

Click **Create Reseller**. A "Reseller created successfully" message confirms it.

![The Create New Reseller dialog](https://mintcdn.com/telimatic/L6FNx598Jy0gnLmy/images/general-pbx/general-pbx-04-new-reseller.png?fit=max\&auto=format\&n=L6FNx598Jy0gnLmy\&q=85\&s=658ed0d09227047b45851fd744714feb)

The Create New Reseller dialog.

**3. Create the organization**

Click **New Organization**, then fill in the fields:

* **Reseller**: the reseller you just created.
* **Organization Name**: the business name. For example, Acme Organization.
* **External ID** (optional): your own identifier for this organization.

Click **Create Organization**.

![The Create New Organization dialog](https://mintcdn.com/telimatic/L6FNx598Jy0gnLmy/images/general-pbx/general-pbx-05-new-organization.png?fit=max\&auto=format\&n=L6FNx598Jy0gnLmy\&q=85\&s=5e4d37bd7ab896528b9dae3dfb20c0e7)

The Create New Organization dialog.

**4. Find the new organization**

Type the reseller name in **Filter by Reseller**. The new organization is listed with its action buttons: **Feature Administration**, **Knowledgebase**, **Guardrails**, **Template Variables**, **Manage** and **Edit**. To cap usage, click **Edit** on the row and set the Agent Limit and Monthly Minutes.

![The new organization under its reseller](https://mintcdn.com/telimatic/L6FNx598Jy0gnLmy/images/general-pbx/general-pbx-06-organization-row.png?fit=max\&auto=format\&n=L6FNx598Jy0gnLmy\&q=85\&s=c456da9555c60b052e4ad49b4fca2586)

The new organization under its reseller.

## 3. Unlock the features you need

[Feature Administration](https://docs.telzino.com/admin-guide/dashboard/feature-administration.md) controls which templates, AI models and integrations the organization can use.

**1. Open Feature Administration**

On the organization row, click **Feature Administration**. The banner at the top reads "Setting ORGANIZATION permissions", so changes here affect this organization only.

![Feature Administration for Acme Organization](https://mintcdn.com/telimatic/L6FNx598Jy0gnLmy/images/general-pbx/general-pbx-07-feature-administration.png?fit=max\&auto=format\&n=L6FNx598Jy0gnLmy\&q=85\&s=554ff8d3893f92ae26133c3f7330d957)

Feature Administration for Acme Organization.

**2. Unlock each feature**

Find each feature you need, using the search box or the category filter. Each one shows a status:

* **Available**: the organization can use it.
* **Locked here**: locked at this level. Click it to unlock it. An "Unlocked" message confirms the change.
* **Locked upstream**: locked by the reseller or partner. It can only be unlocked at that level.

![Unlocking a feature that was Locked here](https://mintcdn.com/telimatic/L6FNx598Jy0gnLmy/images/general-pbx/general-pbx-08-unlock-feature.png?fit=max\&auto=format\&n=L6FNx598Jy0gnLmy\&q=85\&s=fb8866b45e95d731cb2c39b7820a0ba4)

Unlocking a feature that was Locked here.

> [!NOTE]
>
> **Allow all features for this organization** unlocks everything at once, but only removes locks set at this level.

## Next step

> [card] [Set Up Your First AI Agent on Any SIP PBX](https://docs.telzino.com/setup-guides/general-pbx.md)
>
> Create the agent, connect it to your PBX through SIP registration, configure it and test it.


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