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You connect OnSIP once for each client that uses it, with an OnSIP user that is an Account Admin of the client’s OnSIP account. OnSIP’s Admin API signs in with the same user name and password as the OnSIP admin portal, and has no API keys.

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1. Pick the OnSIP user

1

Use an Account Admin

Use the client’s account administrator, or better, an OnSIP user made for Neo that has the Account Admin role. Neo reads the account’s users, phones and numbers with it, so a standard user cannot connect.
2

Turn off emailed sign-in codes for that user

Neo signs in with no person present, so it cannot type a code OnSIP emails. If the account sends sign-in codes by email, turn them off for the user Neo uses.
If you resell OnSIP as an agent, each client is its own OnSIP account with its own admin user. Connect each client with that client’s admin.

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2. Add the user in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations → OnSIP, under Phone & VoIP.
2

Pick the client

In Customer, choose the client this OnSIP account belongs to. The client must be on your Companies tab. For a second client, click Add customer.
3

Save

Enter the Admin user name in full, such as admin@example.onsip.com, and the Admin password, then click Save settings. Neo signs in to OnSIP before saving: a wrong password, a user that is no Account Admin, or a user with emailed sign-in codes is rejected straight away.
If someone changes that user’s password in OnSIP, save the new one here. Neo loses access to that client’s OnSIP account until you do.

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3. Turn OnSIP on per agent

Open the agent, go to its Tools & Settings tab, click Phone & VoIP, and expand the OnSIP block. Pick a preset, or set each area yourself: These always ask a technician, whatever the preset: adding credit, auto recharge, adding an account or an organization, moving a domain or turning its authentication on or off, a new webhook subscription, ordering or deleting a phone number, a change to a user’s contact details (their email is where OnSIP sends password resets), and any change that sets a password (such as a new user). Neo does not reset or change an existing user’s portal password: to reset one, it emails the user OnSIP’s reset link. A new user’s password is the one the agent sends with the request, after a technician approves it. Passwords and phone encryption keys in OnSIP’s answers never reach the agent. See OnSIP API for what the agent can do.