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This page describes how you can create accounts for your service providers, organizations and users. |
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For extended information on how you can set up and manage a service provider account, read the Service Providers area in the VoipNow User Guide.
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When you add a new account, the charging identifier is automatically filled with the value of the parent account. If the parent account does not have any charging identifier, this field will be blank.
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Screenshot: New Service Provider Input Form Example
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After creating a Service Provider account, you can customize their permissions and phone numbers or you can skip this step and come back to it any time later on. The images below illustrate how you can adjust such permissions and phone numbers.
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For the Modify level, the Service Provider will be able to manage its organization accounts' provisioning templates and SIP devices (including adding new equipment), regardless of the type of permission assigned on the accounts.
In short, the Service Provider can handle the provisioning preferences of their child accounts even if their Allow to provision devices option is set to View or even to None.
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This area is not displayed unless the system administrator has defined at least one public phone number for one of the available channels from the Channels → Channel <channel_name> Management → Add Public Phone Numbers to Channel <channel_name> page. Also, this area is not displayed unless at least one public phone number is available in the system, meaning that it has not been assigned to another Service Provider account.
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To add a new organization account, go to the service provider's context, access the Service providers link in the Navigation area, click the name of the recently created service provider and customize the settings.
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For more information on how to add and manage an organization account, read the Organizations area in the VoipNow User Guide.
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Once the time intervals have been added, you can start creating the charging plans.
To create a charging plan, click the Charging Plans icon available in their context.
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To create a user account in the organization context, go to the organization's context, access the Organizations link in the Navigation area, click the name of the recently created organization, and customize its settings.
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The organization charging plans can be applied to the users in the organization context. They define how the organization charges its users.
To create a time interval, click the Time Intervals icon available in their context.
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Once the time intervals have been added, you can start creating the charging plans.
To create a charging plan, click the Charging Plans icon available in their context.
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Hi and welcome to our series of VoipNow server configuration tutorials. In this video, you will learn how to create service provider, organization and user accounts. You’ll also learn how to add two phone extensions. - First, let's talk about the roles present in VoipNow. VoipNow relies on a multi-tenant structure with role-based administration, where each Service Provider can have several Organizations, each Organization multiple Users, and so on.
- Every account comes with roles, permissions and limits that are either set or inherited from its upper level.
- To configure the system and start making calls, we need to start from the top and add a service provider account. Fill in the contact and company name fields, choose a username to log in to the interface, then complete the rest of the fields.
- When you're in the charging plan section, you can choose one of the existing plans.
- Once you're done with these configs, click OK to start creating account permissions and limits. Under permissions, you can grant the Service Provider account management privileges to system functions or features like child account management and resources management (including charging plans and phone numbers).
- Then you can set the account limits. Let’s set a limit of 10 organizations with 100 users and 100 extensions, IVRS, calling queues and so on.
- You will need to fill the maximum number of concurrent calls both public and internal, and disk quotas for voicemail, call recordings, sound files or faxes.
- If you want, you can also set an expiration date for this account. You may want to do this if the account is on trial or in demo period. Finally, you can assign available DID numbers to the service provider account.
- You now have a service provider account you can work with. Now, let's create a charging plan which will be assigned to all organization accounts belonging to this SP account.
- We’re done with that, now we can continue by adding Organizations to our Service Provider account. An Organization account is typically a business entity with users, where each user can hold one or several extensions.
- Add an organization account and fill in the fields just like you did when you created the SP account. Then choose the roles and the phone numbers.
- It's good to note that the organization limits cannot exceed the limits set in the parent level, the Service provider account. Once the Organization account is created, set up a charging plan, just as you did previously.
- Finally, add a User. The same steps apply. Set the corresponding limits to the account level, the number of phone extensions, concurrent calls and disk quotas for user generated content – voicemail, call recordings or faxes.
- Continue by choosing the roles and phone numbers. Don't forget to finish by assigning a charging plan.
- Then create the phone extensions. Remember that a user can have one or several extensions, including phone extensions and special extensions such as IVRs or queues.
- Enter a name for the extension and a number. That is the short number used for calls between users within the same organization. We have now created User 1 with extension 001.
- For the extension features, you can leave all fields on default values. They can be changed at any time later on, according to the user’s needs.
- Then, repeat the process. Create another user and another extension. Let’s say user 2 with extension 002. This will allow you to make a call between the two extensions.
- You should now have a Service provider account with an Organization account and two users with two phone extensions, 001 and 002. Each account level should have its charging plan assigned to the corresponding child account.
Congratulations, you now have a working VoipNow system. I hope you enjoyed our videos. Thank you for watching. |
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