Getting Started with the Portal

Welcome to the Omnixi Portal — your self-service hub for managing your organisation’s telecoms. This guide walks you through your first experience and helps you find your way around.

Note

The Portal is your window into your Omnixi account. It’s designed for business users, not technical specialists — everything is built to be clear and straightforward.

Your first login

When you receive your Portal invitation, you’ll get an email with a link to set up your account. The flow looks like this:

1. Click the invitation link — this takes you to the login page
2. Create your password — follow the password requirements shown
3. Log in — use your email and new password

After logging in for the first time, you may see a welcome banner with quick links to key areas. Click through to familiarise yourself, or dismiss it — the links are always available in the sidebar.

Bookmark the Portal

Save portal.omnixi.app in your browser for quick access. If your organisation uses Single Sign-On (SSO), you may be able to log in with your Microsoft or Google account — look for the SSO buttons on the login page.

The dashboard

The dashboard is the first thing you see after logging in. It’s designed to give you an instant snapshot of your account status.

What’s on the dashboard

Widget	What it shows
Greeting	A time-of-day message (Good morning/afternoon/evening) with your company name
Active Services	How many of your lines and services are currently active
Open Orders	Orders you’ve placed that are in progress
Open Tickets	Support tickets you’ve raised that are awaiting a response
Outstanding Balance	The total amount you currently owe
Proactive Insights	Alerts about overdue payments, expiring contracts, or unusual activity
Usage Narrative	An AI-written summary of last month’s usage patterns
Spend Forecast	AI projection of your likely spend this month

If you’re an admin, you’ll also see:

Widget	What it shows
Pending Approvals	Orders awaiting your approval before they proceed
Contract Expiry Alerts	Contracts due to end in the next 90 days

Quick actions

On the hero card, you’ll see quick action buttons for common tasks:

• Place an Order — start the order wizard to add new services
• Get Support — raise a new support ticket
• View All Services — go to your full asset list

Navigating the Portal

The sidebar on the left is your main navigation. It’s organised into groups:

Overview

• Dashboard — your home page with the snapshot above
• My Services — all your lines, SIMs, and other services
• Locations — your sites and addresses (manager+ only)

Financial

• Billing — invoices, payments, and account statements (manager+ only)
• Contracts — your service agreements and renewal dates
• Usage — call, text, and data usage records
• Dept Reports — departmental spend analysis (manager+ only, if cost centres are set up)

Support

• Orders — track orders you’ve placed
• Support — manage support tickets
• Documents — access related documents

Tools

• AI Assistant — chat with Omnixi’s AI for insights and help
• Settings — manage your account, users, alerts, and preferences

Keyboard shortcuts

Press Cmd+K (or Ctrl+K) anywhere to open the command palette. You can jump to any page or search for specific services, orders, or tickets.

Key features at a glance

Here’s a quick rundown of what you can do in each section:

My Services

• View all your active lines, SIMs, and services
• See usage summaries for each service
• Quick actions: report a fault, change tariff, request a SIM swap
• Filter by status (active, suspended, etc.)

Orders

• Track the status of orders you’ve placed
• Place new orders through a guided wizard
• See order timeline with clear status updates
• Request broadband for new sites

Support

• Raise new support tickets
• Track open and resolved tickets
• Attach files to tickets
• Reply to ticket updates

Billing (manager+)

• See your balance and invoice history
• Download invoice PDFs or export to CSV
• View AI-generated bill summaries
• Break down spend by cost centre

AI Assistant

• Ask questions about your usage, bills, or services
• Get recommendations for tariff changes
• Create tickets and orders through conversation
• Generate reports on demand

Settings

• Account — view company details and manage payment methods
• Users — invite team members and manage their access (admin only)
• Approval Policies — set up order approval rules (admin only)
• Notifications — control how you receive alerts
• Cost Centres — organise spend by department (admin only)
• Scheduled Reports — set up automatic reports (admin/manager)
• Usage Alerts — create custom alerts for unusual usage (admin only)

Getting help

If you need assistance, you have several options:

1. AI Assistant — your fastest option for common questions. Ask things like “Why is my bill higher this month?” or “Which lines are expiring soon?”

2. Support tickets — for specific issues that need tracking. Go to Support → New Ticket to raise one.

3. Contact your account manager — for billing queries or contract discussions.

Start with the AI

The AI assistant knows your account context — it can answer personalised questions about your services, usage, and billing without you needing to dig through pages.

Next steps

Now you know your way around, here’s what you might want to explore:

• Add more users — bring your team into the Portal (see Managing Users)
• Set up approval policies — if you’re an admin, control which orders need sign-off
• Explore usage — see who’s using the most data or calls
• Try the AI — ask it a question about your account