Getting started - Set up customers

Management Portal provides customers with access to the Customer Administrator self-service web portal. This section includes the following topics:

Make sure that you have registered a platform group for the customer and configured the bundles intended for sale. You will also need the customer's Calling Party Numbers (CPNs) and, if necessary, the customer's CESIDs.

You must create and provision users before connecting those users’ phones. If not, you will receive an error indicating that the devices already exist on the MiVoice Border Gateway and cannot be assigned to those users.

Customers can perform the following specific site administration operations:

  • Add and delete users

  • Create customized device key templates for users

  • Configure call groups (hunt, ring, and pickup)

  • Setup group voicemail box

  • Add and delete groups

  • Create company-wide system speedcall numbers

Additionally, users have access to a variety of phone features defined by their assigned bundle. Management Portal enables the service provider to offer a self-service web portal where end users can perform the following tasks:

  • Check missed calls even when away from their desk (applies to desktop phones only)

  • Customize their phone and setup multiple speed dial keys

  • Quickly search the company directory for contact details

  • Change their voicemail passcode

  • Configure their twinning settings, for example a phone and cell phone

Ensure that all collected customer and business requirements have been implemented in the portal. To provide a customer access to Management Portal, 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.