.. _self-service_and_user_configuration:
Self-Service and User Configuration
-----------------------------------
As an Administrator, you can:
* Configure various aspects of the Self-Service interface
* Provide user access to Self-Service
* Configure services for the users as required
This table provides a summary of the configurable items for the Self-Service
interface.
Configurable Items in Self-Service Interface
............................................
.. tabularcolumns:: |p{4cm}|p{11cm}|
+----------------+--------------------------------------------------+
| Task or Item | Description |
| | |
+================+==================================================+
| | A user can log in to the Self-Service GUI if a |
| | 'System User' entry exists for the user. A |
| | 'System 'User entry is created automatically |
| | when a user is added as a subscriber. |
| | |
| | You can grant a user access to Self-Service by |
| User access | creating a user with a Self-Service role |
| | directly in the System user interface. A user |
| | with this role is not able to view devices or |
| | any services associated with the devices. |
| | Manually added users also cannot view personal |
| | information such as first name, last name, |
| | address, department, etc. |
+----------------+--------------------------------------------------+
| User | Self-Service authentication is controlled by the |
| Authentication | administration interface using the same three |
| | authentication methods: **Standard**, **LDAP**, |
| | and **SSO**. |
+----------------+--------------------------------------------------+
| | The Self-Service GUI interface can be branded by |
| | configuring Cascading Style Sheets and images |
| | and logos. It uses the same theme upload and |
| | download interface used for the administrator |
| GUI Themes and | GUI. The theme itself however, is different |
| Branding | between the administrator and Self-Service |
| | interface (based on the user role). The log in |
| | page theme is also loaded from the URL: |
| | |
| | https://<host>/selfservice/#/login?theme=mytheme |
+----------------+--------------------------------------------------+
| | You can automatically assign a remote |
| | destination profile (RDP) to a user so that they |
| | can manage their own personal phones and |
| | simultaneous ring settings. Select the **User |
| | can enable Personal Phone Management (add Remote |
| | Destination Profile)** check box on the |
| | **Personal Phones** tab under **Customizations > |
| Personal | Self Service Feature Display Policy**. |
| Phones (Remote | |
| Destinations) | If no RDP is associated to the user, the |
| | Personal Phones management interface in |
| | self-service is hidden. Multiple RDPs for each |
| | user are not supported. The Personal Phones |
| | management interface in Self-Service is also |
| | hidden if a user has more than one RDP |
| | associated. |
+----------------+--------------------------------------------------+
For more information, see:
* :ref:`add_subscribers`
* :ref:`create_a_user`
* :ref:`user_authentication`
* :ref:`download__edit_and_update_a_theme`
* :ref:`create_a_custom_self-service_role`
.. tabularcolumns:: |p{4cm}|p{11cm}|
+----------------+--------------------------------------------------+
| Task or Item | Description |
| | |
+================+==================================================+
| | If a user has a dual-mode device associated, |
| Dual-Mode | they can manage the phone number and |
| Phones - | simultaneous ring settings for the device. If no |
| Mobile ID | dual-mode device is associated, the relevant |
| | settings are hidden in the Self-Service |
| | interface. |
+----------------+--------------------------------------------------+
| | Voicemail settings are only visible in the |
| | Self-Service interface if the user has a voice |
| Voicemail | mailbox. Click the **Voicemail** tab of |
| | **Customizations > Self Service Feature Display |
| | Policy** to set voicemail settings, notification |
| | devices, and SMS Interfaces. |
+----------------+--------------------------------------------------+
| | Users can modify their own Passwords and PINs if |
| | the Self-Service Feature Display Policy is set |
| Passwords and | to 'Show' these items. Click the **My |
| PINS | Information** tab of **Customizations > Self |
| | Service Feature Display Policy** to change this |
| | setting. |
+----------------+--------------------------------------------------+
| | Users have a link to their WebEx server from the |
| Link to a | Self-Service interface if this item is set to |
| WebEx server | 'Show'. Click the **My Information** tab |
| | of **Customizations > Self Service Feature |
| | Display Policy** to change this setting. |
+----------------+--------------------------------------------------+
| Hyperlinks to | |
| predetermined | |
| objects or | |
| items such as | As the administrator, you specify the hyperlinks |
| a support site | that appear in the Self-Service interface. |
| or | |
| downloadable | Refer to the VOSS-4-UC "Self-Service Guide". |
| User Guide | |
+----------------+--------------------------------------------------+
| | Displays the call forwarding status of a user's |
| | phone lines. You can specify whether Basic or |
| Call | Advanced call forwarding is set to 'Show' in |
| Forwarding | the Self-Service interface. Click the **Call |
| | Forward** tab of **Customizations > Self Service |
| | Feature Display Policy** to change this setting. |
+----------------+--------------------------------------------------+
For more information, see:
* :ref:`configure_phones`
* :ref:`voicemail`
* :ref:`create_a_custom_self-service_role`