Sign in with authorized admin credentials stored in LastPass. Select **Create New Subaccount** and enter business name, notification/login email, physical address, website, timezone, and currency. Save and verify it appears in the active list.
# Configure Business Profile
Complete required Business Profile fields. If CVA manages the phone line, leave the profile phone field blank and configure the line in the backend. If calls route directly to the client, enter the business number.
# Configure Phone and Forwarding
In backend **Phone Numbers**, select or create the assigned line. Enable a client-identifying whisper message and call-recording notice. Select all intended **Ringing Team Members**. Test the whisper, notice, and simultaneous/intended ringing. For direct forwarding, enter the client number, verify routing, and place a test call.
# Quality Assurance and Documentation
Verify client identification, recording notice, team assignments, forwarding, and test results. Record results in the onboarding checklist and notify the Project Manager or Director of Operations. Save final settings to `/Client Files/Scale Pilot Setup/Phone Configurations/` in OneDrive and record the date and responsible team member in the tracker.
# Troubleshooting
Check whisper/recording toggles, team assignments, the blank profile phone field for CVA-managed lines, and number formatting. Contact Scale Pilot Support if errors persist.