This page contains instructions on how to add limits and permissions to an Organization account.
To configure the organization's permissions and limits, select the Choose roles and phone numbers checkbox in the Add Organization page and click OK. As soon as you click OK, the information on the newly created account is sent by email to the account owner (contact person), but only if the administrator had enabled the Organization account creation option from its Email Templates page.
An organization that does not have its limitations and permissions set will have all the Permissions disabled and all the limits set to 0. The account expiration date is unlimited.
In the Roles and Phone Numbers for <organization_name> page, you can make all the necessary settings.
About permissions and limits for organizations using subscription
If you've created the organization using a subscription template, note that the organization will automatically be assigned the permissions and limits set in that template. However, if subsequently to creating the organization, the admin changes your service provider account levels and permissions, a system verification will be performed.
Upon verification, if the latest service provider account limits and permissions are smaller than those defined in the organization's subscription, the service provider's limits and permissions will be enforced on the organization account. Hence, the subscription will not be modified, but the organization will be restricted to the newly changed service provider account limits and permissions.
So, if you see a warning message next to the permissions and limits in the organization's Roles and Phone Numbers page, it's because they are conflicting with the latest service provider account limits and permissions, which ultimately take priority over the values set in the organization's subscription.
This section allows you to enable or disable permissions on extensions, users management, or phone number management.
|Permission||When Enabled||Additional Info|
|Roles management||The organization can change the users' permissions and limits.|
|Extensions and users management||The organization can add and remove users from its account. ||Even if this permission is disabled on its account, the organization can still edit the user's contact details. |
Selecting the Extensions and users management checkbox will automatically select the Roles management and the Extension features management checkbox.
|Extension features management|
The organization can manage the extension's functions.
|If this permission is not activated, the organization cannot enable/disable voicemail, call recording and conference features on Phone terminal extensions or change the queue size on Queue extensions.|
|Phone extension SIP management|
The organization can use the provisioning features on its Phone terminal extensions, as well as set and view the Phone extension SIP management permission for their users.
|For more information on this topic, you may visit the Provisioning section.|
|SIP Trunking management||The service provider will be able to activate SIP Trunking on an extension.||This permission cannot be activated unless Phone extension SIP management is active.|
|Charging plans management||The organization is able to add, remove or change charging plan parameters. ||These charging plans can be applied on its user accounts and are used for charging them.|
|Sound management||The organization can manage, add, remove or modify sound and music on hold files, folders and languages.|
|Phone numbers management||The organization can assign public phone numbers to users from its own public phone numbers pool.|
The organization and its users can use UnifiedAPI and manage third-party applications that are allowed to access the system resources on their behalf, as resource owners.
|This permission is not available unless the service provider that owns the organization has enabled the UnifiedAPI management option.|
Even if this option is not enabled, the organization and its users will still be able to manage the SystemAPI.
When this option is disabled, the Call Events feature is also disabled for all the organization's extensions.
The organization can edit the CallerID of its users's extensions.
|This also allows organization owners to assign this permission to their users as well.|
|Allow to provision devices|
Choose the provisioning permission level granted to the organization account owner. Depending on your selection, the organization account owner will be able to add new SIP devices or not:
For more details on the organization account owner's rights to provision and manage SIP devices, please read this page.
Choose the way that the organization's users interact:
|Allow user level permissions and limits|
Whenever an organization is created based on a subscription template, all its users inherit the organization's limits and permissions.
If you want to enable customization of permissions and limits for certain users, you need to select this checkbox. This will allow you to adjust limits and permissions in the user's context (i.e. the Roles and Phone Numbers area).
In this area, you can set limitations for the maximum number of users, extensions, mailboxes, etc. allowed for an organization account. You can also set an expiration date for the organization account.
When defining the maximum number of extensions and the maximum storage space, you need to take into account the values set for the service provider that owns the organization.
You get an error message when the number of extensions or the maximum storage allocated to the organization exceeds the one allocated to the service provider.
The Unlimited checkbox might be disabled for certain options for which the service provider has some limitations defined on their account.
Where available, you can select the Unlimited checkbox if you do not want to restrict the organization.
Select incoming phone numbers
In this area you can assign/unassign public phone numbers to the organization account. This section is displayed if at least one of the following requirements is met:
- At least one public phone number is available in the system (i.e. available means that it has not been assigned to another organization account)
- When logging in with an organization account, the Phone numbers management permission is enabled
- Available public phone numbers: The list contains all the unassigned public phone numbers in the system. To assign a public phone number to the organization, click the desired number and it will be automatically moved into the Assigned public phone numbers pool.
- Assigned public phone numbers: This list contains all the public phone numbers assigned to the organization. To remove a phone number from the pool, click the desired number and it will be automatically moved back into the Available public phone numbers list.
Have in mind that, when you unassign a public phone number that is used as a CallerID by a Phone terminal extension, you are also removing it from the CallerIDs list.
Click OK to set the permissions, limits and phone numbers for the new organization or Cancel to add the organization without saving the permissions and phone numbers.
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