---
title: "Adding/Editing CPNI Data"
slug: "adding-editing-cpni-data"
updated: 2026-08-10T20:21:48Z
published: 2026-08-10T20:21:48Z
canonical: "help.idibilling.com/adding-editing-cpni-data"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding/Editing CPNI Data

When you create a new customer, as part of the New Customer Wizard, you need to fill in CPNI compliance information.

If you create a new customer from the Make Sale Wizard, you will see the Edit Customer CPNI tab with this same information.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/42657.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A41Z&se=2026-11-14T11%3A47%3A41Z&sr=c&sp=r&sig=FyQ7zY1ZO6pPTte7magEmJCy%2F2kF%2BD5f7qDptA%2FF5sA%3D)

- Ask the customer for the following information and enter it in the appropriate field(s).

| Password | Follow the guidelines set by your company (between 1 and 50 characters) |
| --- | --- |
| Security Question | Either select one of the default questions from the drop-down list, or, if applicable, enter one that is provided by the customer (in the second Security Question field). |
| Security Question Answer | Enter the answer here (limited to 80 characters) |
| Authorized Users | Click the **Add** button and enter the customer's name and phone number in the ***CPNI Add Authorized User*** window and click **OK**. |
| To add another authorized user to this account, click **Add,** enter the name and phone number. Click **OK**. |
| To delete an authorized user, highlight the name and click **Remove**. |
| Authorized User Password | This is an optional field that you may use if there are additional authorized users whose ID you want to verify. The same password is used for all additional users. |
| SMS Number | Enter the customer's SMS number. Does not apply to wireline. |
| Internal Marketing | This is company specific. |
| External Marketing | This is company specific. |

- Click **Next** to continue.

Once the CPNI compliance information has been saved, it is displayed on the Customer Summary tab.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/44312.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A41Z&se=2026-11-14T11%3A47%3A41Z&sr=c&sp=r&sig=FyQ7zY1ZO6pPTte7magEmJCy%2F2kF%2BD5f7qDptA%2FF5sA%3D)

#### Editing CPNI on an Existing Customer

To make changes to CPNI compliance for an existing customer:

- Access the Edit Customer window by clicking the Edit Customer icon from the customer's account window.
- Click the CPNI tab.

#### ![Edit Customer Info - CPNI tab](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/44009.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A41Z&se=2026-11-14T11%3A47%3A41Z&sr=c&sp=r&sig=FyQ7zY1ZO6pPTte7magEmJCy%2F2kF%2BD5f7qDptA%2FF5sA%3D)
- Edit fields as needed as described above.

#### Adding an Authorized User

To add an Authorized User to an account:

- Enter a First name and a Last name.
- Enter a phone number.
- Click **OK** to save.