Filling Out a Provision Form in the PanTerra Networks Admin Portal

Step 1: Review Account Information

After clicking Accept on your quote, you’ll automatically be taken to the Provision Form. Start at the Account Info section:

• Company Name: Enter up to 50 characters
• Extension Length: Choose how many digits internal extensions will use
• Federal Taxpayer ID: Provide your EIN or Social Security Number
• DUNS Number: Optional, complete this field only if applicable
• Industry & Time Zone: Select the options that best match your business and primary location

Step 2: Enter Physical and Mailing Address

Next, complete the required Physical Address fields:
Location name, street address, city, state, country, and ZIP code.

If your mailing and physical address are the same, simply check the box to copy the details automatically.

Step 3: Add Key Principal Details

Provide the information for the main business contact or owner:
Title, first and last name, phone number, and email address.

Step 4: Configure Majority Owners

If the principal is also the majority owner, select Same as Principal to auto-populate.

If there are additional owners, click Add Majority Owner and include:
• Name
• Contact information
• Percentage of ownership

Step 5: Assign Compliance Administrator

If the principal handles compliance, check Same as Principal.

Otherwise, enter the contact responsible for compliance-related requirements.

Step 6: Add Account Administrators

These are the individuals who will manage users, settings, and updates within the platform.
Add each admin user with their contact information and role.

Step 7: Select Seat Types

Choose the appropriate license or seat type for your users to ensure the correct features and capabilities are provisioned.

Final Step: Save as Draft

Before leaving the page, click Save as Draft. This prevents data loss and allows you to continue later if needed.

If you have additional questions or need assistance, our Support team is available 24/7:

• Dial 611 from your IP phone.
• Call us at 800.805.0558, option 2, then option 4.
• Message us directly in Streams (Customer Support Team).
• Email: support@panterranetworks.com.