RightFax - Requesting a New Individual Account

This page contains instructions for Pinnacle Department Managers for requesting new RightFax accounts in Pinnacle.

What you’ll need

Logging into Pinnacle

  1. Direct your browser to https://go.illinois.edu/pinnacle (requires either an on campus network connection or the VPN) and click Urbana-Champaign.
  2. Log in with your NetID and Active Directory password.

Creating a service request

  1. In the upper right corner of the browser, ensure .Dept Mngr is selected.
    NOTE: If .Dept Mngr does not appear, then you are in the .Dept Mngr role.
  2. Below that, select Services.
  3. Search for the appropriate individual by entering Subscriber First Name and Last Name and clicking the Search button.
  4. Select the correct individual from the list by clicking their name in the Subscriber column.

Adding an individual RightFax account

  1. Click the Add action button and select Add Service to Subscriber.
  2. In the new pop-up window that opens, select the service you would like to add. For a new individual RightFax account, select RightFax. Click Next.
  3. Under the Other Information region, enter details about the service request, including any specific dates, in the Any more information field.

  1. Under the Contact region, provide the name of a person who can answer questions about the line being set up:
  • If Select Existing Contact shows the appropriate contact, go to step 11

  • If not, deselect the Select Existing Contact box and manually enter the Contact First Name, Contact Last Name, Contact Phone information.
  1. Click Next. Under the User Information region, if so desired, enter a User Name, and / or Expense Activity Code. The Expense Location Code is not yet in use.
  2. In the RightFax ID field, enter the individual’s NetID.
  3. Click Next. Since RightFax accounts do not have a location, click Next again. Please do NOT enter a location.
  4. Under the Select Expense Accounts region:
  • Enter the CFOP in the Recurring Charge Amount CFOP field for any ongoing fees (i.e. monthly charge, long distance).
  • Enter the CFOP in the One Time Charge Account CFOP field which will be charged for any initial setup/setup fees.
  • If needed, click the magnifying glass icon to use the Account Number Pop-Up search window.
  • If the CFOP is not available, click on the Prev button to go back to the Other Information tab of the Wizard and enter the desired CFOP in the Any more information field under the Other Information region.
  1. Click Next. If so desired, enter anOCC Expense Activity, under the Billing Activity-Location Expense Overrides region.
  2. Click Next and confirm the information is accurate.
  3. Click Finish.

Submitting a request

  1. After adding all requests to the cart, click the Cart menu at the top left of the page.
  2. The requests should be listed in the cart. When ready, click the boxes next to the requests, then click Submit Checked.
  3. In the Cart Checkout Wizard, if you would like all requests entered as 1 order (XXX-1, XXX-2, XXX-3, etc.) check the As Same Order box. If you prefer each request get a unique order number (XXX-1, YYY-1, ZZZ-1, etc), leave the As Same Order box unchecked.
  4. In the Cart Checkout Wizard, click Checkout Items.
  5. The Service Request number will be displayed. Additionally, an email confirmation will be sent.