https://docs.na.xarios.cloud/reseller-portal/en-us/customers/ Recent content in Customers on Reseller Portal Hugo -- gohugo.io https://docs.na.xarios.cloud/reseller-portal/en-us/customers/provisioning/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.na.xarios.cloud/reseller-portal/en-us/customers/provisioning/ Provisioning # There are 2 ways to provision customer accounts or manage existing ones, through the 'Customers' interface of the Reseller Portal or through the provisioning API. This section of the documentation outlines how to provision customers through the Reseller Portal. For more information on using the API for provisioning, please refer to the API documentation. Creating a New Customer # A new customer account can be created by clicking the '+ Create New Customer' button in the top right of the page. https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customersettings/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customersettings/ Customer Settings # The settings displayed here are customer specific settings which control some of the features of the solution. These settings are also available for Admin users of the customer to change once they are logged into the Customer portal. Setting Description Default Time Zone When running reports, call/status times will be converted to this time zone. Time Zone of your Customer Account Session Timeout Users will be logged out of the portal if inactive beyond this duration 120 Sync Agent User Add-On role with the PBX Configuration When enabled, the 'Agent User Add-On' role will be automatically assigned to Essential Users when they are configured as an agent on the PBX[^1] and unassigned when this configuration is removed Disabled https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customercalltags/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customercalltags/ Call Tags # Call tagging is a flexible feature designed to allow custom information to be added to call records, giving them context outside the communications platform and improving call reports. This section provides information on the call tag configuration options. For information on how call tags can be used, refer to the ~.Dimensions.~ portal. Creating Call Tags # Call tags can be managed from the 'Settings' area of the portal. https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customerdispositions/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customerdispositions/ Dispositions # Dispositions is feature designed require certain types of calls to be given call results. These 'Dispositions' (or lack of) can then be reported on through the reporting and dashboard/wallboard features. This section provides information on how dispositions work and how they are configured. How Dispositions Work # Dispositions work in a similar way to call tag lists, but instead of being optional, they are required. Each disposition instance created requires a filter to be provided. https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customercrmintegration/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customercrmintegration/ CRM Integration # If a customer is using one of the ~.UcClient.~ CRM User Add-Ons, there may be some additional configuration needed to ensure they can login into the plugin successfully. In order to maintain a high level of security, ~.Dimensions.~ only supports login through an iFrame if it is from a known source. If a customer using one of the CRM providers standard domains (e.g. https://Salesforce.com or https://freshdesk.com), no additional configuration is necessary. https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customermetrics/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customermetrics/ License Metrics # This section provides information on the licenses that a customer is currently consuming. As users are provisioned or their roles are changed, the license values will be updated accordingly. Users # Metric Description Essential Users The number of users that have been assigned an Essential User license Professional Users The number of users that have been assigned a Professional User license Agent User Add-On1 The number of users that have been assigned an Agent User license Agent User Add-On licenses can be manually provisioned against users or automatically synced to the PBX configuration. https://docs.na.xarios.cloud/reseller-portal/en-us/customers/termination/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.na.xarios.cloud/reseller-portal/en-us/customers/termination/ Terminating or Disabling Customer Accounts # ~.Dimensions.~ provides the ability to restrict a customer's access to the system or terminating a customers account if they no longer wish to use the solution. Disabling Customer Accounts # The disable option is designed for use with customers who may have missed payments on the service and as a reseller you wish to restrict their access to the system temporarily. To disable a customer's access to their account, click the 'Edit' button on the customer grid then press the 'More' button and select 'Disabled'. https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customertrials/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.na.xarios.cloud/reseller-portal/en-us/customers/customertrials/ Trial Customers # If available, customer accounts can be created as a trial during the initial provisioning process. This allows a customer to use the ~.Dimensions.~ portal for a fixed period of time without incurring a cost. Document note If you do not have this option and would like it, please contact your ~.Dimensions.~ account manager to discuss. To enable a customer as a trial, select the 'Enable Trial Period' option during the customer's initial provisioning.