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First Login

After installing OPBX, you need to create your first organization and administrator account. This guide walks you through the initial setup process.

Registration Process

1. Navigate to the Registration Page

Open your browser and go to:

http://localhost/ui/register
Replace localhost

If you configured a different APP_PORT or domain during installation, adjust the URL accordingly. For example: http://your-server:8080/ui/register.

2. Complete the Registration Form

Fill in the required fields:

FieldRequirements
Organization Name2-100 characters, unique across the system
Admin EmailValid email address, used for login
PasswordMinimum 8 characters, must include uppercase, lowercase, number, and special character
Password Security

Use a strong, unique password for the admin account. This account has full access to your organization.

3. Submit the Form

Click Create Organization. The system performs these actions:

  1. Creates your organization with the specified name
  2. Creates an Owner user account with your email and password
  3. Issues a Sanctum access token for API access
  4. Redirects you to the Dashboard
First Organization

The first organization created on a fresh OPBX installation becomes the primary tenant. Additional organizations can be created later by platform administrators through the platform management interface.

Authentication Modes

OPBX supports dual-mode authentication via Laravel Sanctum:

ModeBest ForBehavior
Bearer tokenAPI clients, SPA defaultReturns access_token in JSON; store in localStorage
CookieBrowser SPA sessionsUses Sanctum cookie/session auth

The frontend (AuthContext) stores the token in localStorage as opbx_token and attaches it to every API request via an Axios interceptor.

Dashboard Overview

After registration, you land on the Dashboard. This page provides:

  • Quick Setup Checklist: Guided steps to configure your PBX
  • Call Statistics: Summary of calls made and received
  • Active Calls Count: Real-time count of ongoing calls
  • System Status: Health indicators for connected services

First Steps After Login

Complete these tasks in order to get your PBX operational:

1. Configure Cloudonix Integration

Navigate to Settings in the sidebar (Owner-only access). Enter your Cloudonix credentials to enable telephony features.

See the Cloudonix Integration guide for detailed instructions.

2. Create Extensions

Go to Extensions in the sidebar and create extensions for your team members. Each extension represents a phone endpoint in your system.

Extensions can be:

  • User extensions: Assigned to people with SIP phones
  • Conference rooms: Multi-party audio bridges
  • Ring groups: Groups that ring together
  • IVR menus: Automated phone menus
  • AI assistants: Routes to AI providers
  • AI load balancers: Distributes calls across AI providers
  • Forward: Forwards calls to external numbers
  • Custom logic: Advanced routing via webhooks

3. Set Up Phone Numbers (DIDs)

Navigate to Phone Numbers to add your phone numbers. DIDs (Direct Inward Dialing numbers) are the phone numbers callers dial to reach your organization.

Each DID routes to a destination such as:

  • A specific extension
  • A ring group
  • An IVR menu
  • Business hours routing
  • A conference room
  • An AI assistant or AI load balancer

4. Configure Call Routing

Set up how incoming calls flow through your system:

  1. Define business hours if you want time-based routing
  2. Create ring groups for departments (Sales, Support, etc.)
  3. Build IVR menus for self-service options
  4. Assign DIDs to their destinations
Testing

Make test calls to verify your configuration works as expected before announcing new numbers to customers.

MethodEndpointPurpose
POST/v1/auth/registerCreate organization and owner account
GET/v1/auth/register/validateValidate registration prerequisites
POST/v1/auth/loginAuthenticate and receive a token
GET/v1/auth/meRetrieve current user
POST/v1/auth/logoutRevoke current token
POST/v1/auth/refreshRefresh access token

See the OPBX REST API reference for request/response schemas.

Next Steps

With your initial setup complete, you are ready to:

  1. Configure Cloudonix integration
  2. Learn core PBX concepts
  3. Create extensions
  4. Configure phone numbers
Need Help?

If you encounter issues during setup, check the logs with docker compose logs -f app and verify all services are running with docker compose ps.