• Provision customers site map
  • What's New
  • Virtual service providers vs. value added resellers
  • Determine and collect business requirements
  • Install Management Portal
    • Install on a physical server
    • Install on a virtual machine
  • Install Platform Manager
  • Configure
    • Configure the default database
    • Fixed Defaults Table
    • Configure the server for the Welcome e-mail
    • Register MiVoice Border Gateway
    • Extend the number of agent skill groups available in Management Portal
  • Set up Management Portal
    • Log in
    • Plan bundles for customers
    • Create and change bundles
    • Register dialing privileges
    • Create key templates
    • Create brands
    • Create Welcome e-mail
    • Set up MiCollab Clients
    • Bulk Import Users
    • Configure Advanced Settings
  • Getting started - Set up customers
    • Set up platform groups
      • Register a platform group
      • Create a platform group using a Platform Manager blueprint
      • Manage Platform Manager blueprints
      • Set up MiCollab in a NAT network
    • Create Customers
    • Map Active Directory Fields for Bulk Import
      • Active Directory Mapping Examples
    • Set up MiCollab Clients for multiple tenants
    • Getting started - Set up ACD
      • How ACD works with Management Portal
      • Considerations
      • Pre-provision resources for ACD and MOH
        • ACD greetings and MOH
        • Non-Resilient ACD
        • Resilient ACD
      • Provision ACD
        • Initial provisioning workflow for ACD programming without resiliency
        • Initial provisioning workflow for ACD programming with resiliency
        • Add, edit, and remove agents
          • Add an agent from Management Portal
          • Edit an agent from YSE
          • Remove an agent from Management Portal
          • Edit an agent from Management Portal
        • Add, edit, and remove groups
          • Add an agent group from Management Portal
          • Edit a group from Management Portal
          • Edit a group from YSE (writeback)
          • Remove a group from Management Portal
        • Add, edit, and remove paths
          • Add a path from Management Portal
          • Edit a path from Management Portal
          • Remove a path from Management Portal
      • Assign Customer Admin Features for ACD
        • Basic and Advanced Admin Features for ACD
      • Configure ACD
        • Configure RAD source and greetings
        • Configure ACD RAD and Music on Hold resiliency
        • Configure ACD Path resiliency
      • Program ACD and MOH
        • Program ACD greetings
        • Program ACD Music on Hold
  • Administer
    • Manage users
      • How Management Portal manages users
      • Add, edit, and delete users
      • Delete and modify users externally
      • Reset passwords
      • Resend the welcome e-mail
      • Update bundles
    • Add a resilient MiVoice Business instance
    • Manage billing reports
      • How Reporting Works
      • Configure Reports
      • Synchronize Billing Report Data
      • Generate reports
  • Maintain Management Portal
    • Back up and restore Management Portal
    • Upgrade Management Portal
    • Migrate Management Portal
    • Move users from one MiCollab platform to another
    • Migrate MiVoice Business Express to MiCollab and MiVoice Business
    • Create a Service Provider Administrator user
  • Provision customer site