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Service provider templates come very in handy if you need to add several similar service provider accounts to the system. Instead of configuring the service provider's roles in each and every case, you can use a template.  

Service provider templates can only be managed by the system administrator(s)!  If there are parameters that do not meet your requirements, you may simply edit the template or create a whole new one.

To manage service provider templates,  go go to Unified Communications in in the side menu and click the the Service Provider Templates icon icon in the the Assets area area. The he Service Provider Templates management management page allows you to:

  • create a new template
  • see a list of all existing service provider templates
  • search for a particular template within the list
  • edit templates
  • remove unused templates templates

Add a template

To add a template:

  1. Click on the the Add Template icon icon in the the Tools area area.
  2. Name the template.
  3. Set account permissions. More details on permissions here.
  4. Set account limits. More details on limits here.
  5. Assign a charging plan to the account from the drop-down list. The list contains all the charging plans available in the administrator account.
  6. Click OK Click OK to add the new service provider template. To return to the previous page without adding anything, click click Cancel.

If you want to edit a template, follow the same steps described above.

Note

Please note that the Charging plan only appears if charging is enabled on the VoipNow system. To enable/disable charging, go to the Unified Communications →  Settings Zero Priority → Charging page.

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All templates are listed in the the Service Provider Templates table table. You may enable or disable a specific template with a simple click on the the S  (Status) icon, which shows which shows the status of the template:  for enabled  for enabled  for for disabled.  Once Once a template is disabled, you can no longer use it to create an account.

Search for a template

The same table displays a Template ID ID column, which refers to the automatically generated ID of the template. The The Service Providers column column indicates the number of service provider accounts created based on this template.

To filter existing templates, enter the name in the text box above the table and click the the Search button. The system remembers the search criteria when a new search is performed and even after the user logs out.

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  1. Select the template from the table and click the the Remove selected link link on top of the table.
  2. Select the the Confirm removal checkbox checkbox and click click OK.  To To return to the previous page without removing the template, click click Cancel.

4psarelated
NameRelated Topics

Add a service provider account

Manage a service provider's roles

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