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.

To create a customer:

1. From the Customers tab, click View Customers.

2. Click Create Customer.

   If you delete a customer and recreate it with the same information, you will get an error message when you 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. The Time Zone must be the same as the one provisioned in MiVoice Business MSL for MiVoice Business 9.0 or higher.

      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:

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

      2. Select dialing privileges.

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

      4. (optional): Enable deployment of the Next Gen Desktop Client.

      5. (optional): Enable Fetch NPM and AWV port details from platform. The minimum support for micollab 9.4.0.9 to display NPM and AWV ports on the Users landing page in the Customer Administrator Portal.

   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. When Configure DID as a CESID number for a user check-box is enabled, the customer can select DID as an emergency number in the Customer Administrator portal for a user.

      2. Click Add.

      3. 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 delete the DID ranges.

   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

Change the required fields and 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.

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.

To delete a customer:

1. From the Customers tab, click View Customers.

2. Select the customer and click the Delete icon.

3. Click the Delete button.
   Upon the deletion of a customer, all the entries are erased and the users and their details are deleted from the MiCloud Management Portal, the MiCollab and the MiVoice Business.

To convert a non-demo mode Customer to a demo mode Customer using maintenance command:

1. Login to the Management Portal service provider portal (http://xx.xx.xx.xx/konos/sp/spLogin.do). Replace xx.xx.xx.xx with the Management Portal server IP address or FQDN.

2. Enter this URL in the same active service provider browser session (https://xx.xx.xx.xx/konos/commands.jsp) Replace xx.xx.xx.xx with the Management Portal server IP address or FQDN. This will open up Management Portal Service Provider maintenance command window.

3. Enter the following command to convert a Customer to a demo mode and click Submit.

   • convertCustomerToDemoMode <custwebid>

   Once the customer is converted to Demo mode, Edit and Login operations for Customers are disabled. Customer can only be deleted.