Quick Add Subscriber for Microsoft Users

This procedure adds a single Microsoft user via quick add subscriber (QAS), and moves the user to the correct site, with all configuration and licensing applied.

Note

The Quick Add Subscriber (QAS) feature simplifies onboarding with the use of Quick Add Groups (QAGs). Quick Add Groups are service and policy assignment templates that allow you to pre-configure how calling rights, policies, and services are assigned to users based on their user role. When adding a user via QAS, you select the relevant QAG, and the automated workflows in VOSS-4-UC handles the required cloud sync and licensing. The workflow also removes the need for an administrator to check the licensing, or to flag the required policies and settings individually, and then to wait for the cloud to sync in.

Prerequisites:

  • The Microsoft Teams user must be synced in at the customer level in VOSS-4-UC.
  • The site defaults and Quick Add Group (QAG) must be set up with the correct model filter criteria rule to allow the workflow to move the user to the site with the appropriate configuration and licenses.

Perform these steps:

  1. Log in to the Admin Portal as a provider admin, at the customer level.

  2. Go to (default menu) MS Subscriber Management > Quick Add Subscriber.

  3. From the organization picker, choose the relevant site.

  4. On the Quick Add Subscriber page:

    • In the Username field, select the user.

    • Select Include users at higher hierarchy to show these users in the Username drop-down.

    • Select Send welcome email (if you wish to send the subscriber a welcome email once they’ve been added and configured via QAS, and if you have a SMTP server set up).

    • Select Enterprise Voice Enabled to display the Line URI field, where you can assign a line.

    • From the Line URI drop-down, select a number.

      Note

      Only available numbers display. The INI will eventually update to this number.

    • From Calling Line Identity, assign a calling line identity for this user.

    • From the Quick Add Group drop-down, select the relevant Quick Add Group (to license the user to be enabled for telephony enterprise voice).

    • Click Save.

  5. Go to MS Subscriber Management > Subscriber Staging to view the user in the staging queue.

    VOSS-4-UC places the user in staging (with all configuration applied), while waiting for the cloud to sync in. Once the licensed user appears in the Microsoft Teams portal, a second, targeted sync is triggered, which searches only for staged users (not all users from the tenant).

    Once the sync completes, the user becomes a fully provisioned subscriber, and the number is flagged as used. The subscriber receives a welcome email (if you’ve chosen this option, and you have a SMTP server configured).

  6. Verify that the subscriber is configured and licensed:

    • Go to (default menu) Subscriber Management > Subscribers.

      Note

      The Located At column on the Subscriber list displays the hierarchy location of each subscriber added to the system, for example, customer or site.

    • Click on the subscriber to open the Subscribers[name] page.

    • On the MS Licenses tab, view the subscriber’s license details.

    • On the MS Teams tab, verify the following:

      • Enterprise voice is enabled
      • The user’s number is allocated
      • Policies are assigned