Create Customers

Before you can create a customer, you must have registered a platform group for the customer and configured 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 that are available.

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.

To create a customer:

  1. From the Customers tab, click View Customers.

  2. Click Create Customer.

  3. Enter the following information:

    1. Customer Information:

      1. Enter customer details.

      2. Select the customer's time zone.

      3. Select portal branding.

    2. Platform Assignment: Assign a platform to the customer.

    3. Extension Length: Select the extension length for phones.

    4. Dialing Privilege Assignment: Select dialing privileges.

    5. Key Template Assignment: Add or remove phone key templates.

    6. Email Template Assignment: Select the default email template for the customer.

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

    8. Time Zone: Select the default time zone for the customer and choose whether you want the time zone managed in MiVoice Business or Mitel Border Gateway.

    9. CPN Substitution: Enter the caller ID information that will appear on the called party's phone.

    10. Emergency Details: Enter the emergency site name, number and default emergency information.

    11. Bundle Assignment: Enter the quantity of each type of bundle to assign to the customer.

    12. Hotdesk Devices: Select one or more hotdesk devices to add as options for this customer.

    13. Primary Administrator of Customer:

      1. Select Language - Select a language preference for the customer's end user portal.

      2. Personal Details - Enter the Administrator's name and email address.

      3. Login Details - Enter the Administrator's username and password.

      4. Bundle Assignment - Select a bundle for the Administrator.

  4. Click Submit.

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 MBG. 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.