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Create a Mobile Service

1 min readMobile

Prerequisites

A Customer record must exist
For new service: physical SIM or eSIM available
For port: the customer’s current carrier account details and date of birth

Navigation

Sidebar → Services → Add Service → click Mobile


Path A: New Service

Step 1: Select “New Service”

Choose New Service (not Port) to provision a new mobile number.

Add Mobile Service screen with "New Service" selected under Select Mobile Service Type
Add Mobile Service screen with "New Service" selected under Select Mobile Service Type

Step 2: SIM Type

Table (Header Row)
Field
Options
Notes
SIM TypePhysical SIM, E-SIMPhysical SIM requires a SIM card to be dispatched or already on hand. E-SIM is delivered digitally.
SIM Card NumberTextEnter the ICCID printed on the SIM card (for physical SIMs).

Step 3: Select a Number

The portal displays a list of available mobile numbers from the Atom inventory. Select the number you want to assign to this service.

Step 4: Service Details

Table (Header Row)
Field
Required
Definition
Service NameYesA descriptive label for this service (e.g. “John Smith — iPhone”).
CustomerYesThe sub-customer this service belongs to.
Address Line 1YesService address for the SIM. Required for regulatory compliance.
Address Line 2NoUnit/suite/level.
Postal CodeYesPostcode for the service address.
City / SuburbYesAuto-populated from postcode via dropdown.
CountryYesDefaults to Australia.
EmailYesContact email for the SIM user. Used for account notifications.
Excess UsageYesThe spend cap for data usage beyond the plan’s included data. Options: $0 (service blocked when data exhausted), $10, $50, $100, $200, $400, $1,000. Set based on the customer’s tolerance for overage charges.

Step 5: Plan Type

Table (Header Row)
Field
Options
Notes
Plan CategoryMobile, Mobile Data Pool, Data Pool Only, Mobile BroadbandMobile = standard individual SIM plan. Mobile Data Pool = SIM joins a shared data pool. Data Pool Only = data-only SIM joins a shared data pool (no calls/SMS). Mobile Broadband = hotspot/dongle plan.
Data PoolDropdownOnly shown for Data Pool plan categories. Select the pool this SIM should join.
Auto top-upCheckboxIf enabled, the service automatically purchases additional data when the included allowance is exhausted.
Service PlanDropdownAvailable plans for the selected category.

Path B: Port (transfer existing number)

Step 1: Select “Port”

Choose Port to transfer an existing mobile number from another carrier.

Add Mobile Service form with "Port Service" selected and SIM card number entry field visible
Add Mobile Service form with "Port Service" selected and SIM card number entry field visible

Step 2: Port details

Table (Header Row)
Field
Required
Notes
Port TypeYesPostpaid or Prepaid — must match the account type with the losing carrier.
Mobile NumberYesThe number to be ported, in format 04xxxxxxxx.
Account NumberYesThe account number the number is registered to at the losing carrier. (When Port Type = Postpaid)
Date of BirthYesDate of birth of the account holder at the losing carrier. Required for identity verification. (When Port Type = Prepaid)

Steps 3–5: Service Details, Plan Type

Same as Path A Steps 4–5 above.


After creation

The mobile service appears in Services → Mobile with the assigned number and plan. For Data Pool services, check Services → Data Pool to monitor shared usage.

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