Create a Customer

  1. Log in as provider or reseller administrator, depending on which organization manages the customer.

    Log in with the provider or reseller administrator’s email address, which is case-sensitive. The provider administrator can find the reseller administrator’s email address on the Admins form (default menu User Management > Admins) by clicking the reseller.

  2. If logged in as provider, and the customer is to be added under a reseller, set the hierarchy path to the reseller.

  3. On the Customers form (default menu Customer Management > Customers) click Add, or to modify select a customer.

  4. Complete or modify the following fields:

Field Description
Customer Name

The name of the customer. This field is mandatory.

Note:

Any spaces in the customer name are converted to underscores in the customer local administrator name and email, if the Create Local Admin check box is selected.
Description Customer description
Domain Name

Customer domain. This field is used to create email addresses for:

If the customer domain is omitted, the provider domain (or reseller domain, if the customer is under a reseller in the hierarchy and the reseller domain was provided) is used instead.
Public Sector Set the Customer as a Public Sector customer. Used for License Reporting.
Inactive Billing Exclude customer from billing (for testing). Used for License Reporting.
Create Local Admin Controls whether a default local administrator is created for the customer.
Cloned Admin Role The Provider or Reseller role used to create a new role prefixed with the customer name. The created customer role, shown in the Default Admin Role field, is assigned to the default local administrator user. This field appears only if the Create Local Admin check box is selected.
Default Admin Role The created customer role that is assigned to the default local administrator. This field is read-only, and appears only if the Create Local Admin check box is selected.
Default Admin Password The password to assign to the default local administrator. This field appears and is mandatory only if the Create Local Admin check box is selected.
Repeat Default Admin Password Confirm the default local administrator password. This field appears and is mandatory only if the Create Local Admin check box is selected.
Prime Collaboration

Prime Collaboration is the application which monitors equipment used by this customer. Available Prime Collaboration applications must first be configured using the HCM-F User Interface. Then HCM-F synchronization must be executed on VOSS-4-UC. After the HCM-F data syncs into VOSS-4-UC, available Prime Collaboration applications will appear in this drop-down. Select an available Prime Collaboration application to monitor Unified Communications applications and customer equipment configured for this customer.

To unassociate Prime Collaboration for this customer, choose None.
Shared UC Applications Indicates whether the customer can use Shared UC Apps. If selected, the customer sites can use Network Device Lists that contain Shared UC Apps. Shared UC Apps are UC Apps that are defined above the Customer hierarchy level.
Disable Number Management

Enable or disable Number Management for this customer.

  • If selected, you cannot add Directory Numbers and E164 Numbers to inventories for this customer.
  • If not selected, you can add Directory Numbers and E164 Numbers to inventories for this customer.

If you enable Number Management for a customer after it was disabled, run the DN Audit Tool - see Audit Number Inventory.

  1. Click Save.

Note

When deleting a customer, remove any entities associated with the customer like LDAP, SSO providers, Devices, and NDLs.