Create Customers

Before you can create a customer, you must have register a platform group for the customer and configure the bundles intended for sale. Once those are in place, you can create the customer from the Customers tab. When creating a customer, make sure you have the first customer user's information, the customer's Calling Party Numbers (CPNs) and, if necessary, the customer's CESIDs.

Ensure that all collected customer and business requirements have been implemented in the portal. Management Portal provides a way for service providers to create MiVoice Business platform groups based on blueprints created with Platform Manager.

Note

If you make a change to the Platform Manager server, for example change the credentials, make sure that you also change them in Management Portal.

To use Platform Manager blueprints in Management Portal, follow these steps:

  1. Enable the Platform Manager feature.

  2. Register Platform Manager.

  3. Register a Platform Manager blueprint.

  4. Create platform groups using a Platform Manager blueprint.

Note

Blueprints apply to MiVoice Business type platform groups only.

You must provide the unique URL of the customer portal. If the customer is given full site administration privileges, send the customer the administrator the primary account username and password.

Customer administrator tasks and performance

A customer administrator can carry out simple tasks that do not rely on referenced records while new background tasks are pending (asynchronous). More complex tasks that rely on referenced records (for example general mailboxes) may need to complete before starting new tasks that reference the current background task.

Note

If you choose an extension length of 7 for a customer and then create a bundle with two or more phones, the customer will not be able to create a user with that bundle.

Note

Make sure that you configure the voicemail Hunt Group correctly on the MiVoice Business platform before you create a customer.

To create a customer:

  1. From the Customers tab, click View Customers.

  2. Click Create Customer.

    If you delete a customer and then recreate it with the same information, you will get an error message when you try to log into the Customer Administrator portal using either the Web ID or through the Service Provider portal. To fix this issue, reboot Management Portal and try to log in again.

  3. Enter the following information:

    1. Customer Details:

      1. Enter customer details.

      2. Select portal branding.

      3. Enter the WebID.

    2. Platform Assignment:

      1. Select Platform.

      2. Select Extension Length.

      3. Select dialing privileges.

      4. (optional)Select Key template.

      5. (optional)Select Welcome mail.

      6. (optional) Select Customer must confirm any changes that will affect their billing.

    3. Time Zone:
      The following fields are applicable for the customers where the version is lesser than MiVoice Business 9.0. If the version is MiVoice Business 9.0 or greater, the SP Admin will set the Time Zone manually in MiVoice Business MSL.

      1. Select Time Zone.

      2. Select either MBG Managed or MiVoice Business Managed.

      3. CPN Substitution:
        Click Add and enter the caller ID information that will appear on the called party's phone.

      4. Click Save.

    4. Service Bundles:

      • Enter the quantity of each type of bundle to assign to the customer.

      • Select dialing privileges.

      • (optional): Click the check box to enable Billing Change Notification.

      • Next Gen Desktop Client - To enable deployment of the Next Gen Desktop Client. This is enabled by default.

    5. Hotdesk Devices:

      1. Select one or more hotdesk devices to add as options for this customer.

    6. CPN Substitution:

      1. Click Add and enter the caller ID information that will appear on the called party's phone.

      2. Click Save.

    7. Emergency Response Locations:

      1. Click Add.

      2. Enter the emergency site name, number, location, and zone emergency information.

    8. Key Templates:

      1. Add or remove phone key templates.

    9. DID Ranges:

      1. Click + to add DID ranges or click – next to the DID range to delete it.

    10. User Settings:

      1. Select the Welcome e-mail.

      2. Specify passwords.

      3. Assign a platform to the customer.

      4. Select the extension length for phones.

  4. Click Submit.

To edit a customer:

  1. From the Customers tab, click View Customers.

  2. Click a customer that you want to edit.

  3. Click the Edit icon and select the User Settings tab.

  4. Make the required changes.

    If the portal password is already defined and minimum password length is modified using sysprop command, the portal password has to be adjusted manually, according to the new length. If not, the existing portal password will be used.

  5. Click Save.

To assign a platform group to a customer:

  1. Create a new customer and assign a Platform Group using the Create Customer wizard.

  2. Create a new user for the customer and assign a Site using the Create User wizard.

Notes

Management Portal prohibits the creation of duplicate SIP usernames. Do not create users with duplicate SIP user names for multiple customers that share the same MiVoice Border Gateway. You will get an error when you try to create the second one with the same SIP.

When modifying a Customer that requires a connection to the MiCollab Server, and if the connection to the Platform Group fails for any reason and an error message displays or if the rollback fails, carry out the following and re-try the edit operation again:

  • Check the network connection.

  • Ping the Platform to ensure it is reachable.

  • Try editing another Customer (if applicable) to see if the same error occurs. A live network connection is to MiCollab and MiVoice Business is required to create a platform.

Add or remove DID ranges

A Direct Inward Dialing (DID) number is the number dialed from a public network through a trunk line to a site's PBX and then to a user's phone. It provides an individual phone number per person in a company by allowing multiple lines to be connected to the PBX all at once without requiring each to have a physical line connecting to the PBX.

To add DID ranges:

  1. From the Customers tab, click View Customers.

  2. Select the customer and click the Edit icon.

  3. Click the DID Ranges tab.

  4. Do any of the following:

    1. To add a DID or DID range, enter the Range Start and Range End value and click the + sign.

    2. To remove a DID or DID range, enter the Range Start and Range End value and click the - sign or click the X next to the range you want to remove.

  5. Click Save.