.. _create_a_customer:

Create a Customer
------------------

.. _18.1-Patch-Bundle-3|VOSSSOL-10561:
.. _21.1|EKB-7504:   

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.

#. If logged in as provider, and the customer is to be added under a reseller,
   set the hierarchy path to the reseller.
#. On the **Customers** form (default menu **Customer Management > Customers**)
   click **Add**, or to modify select a customer.
#. Complete or modify the following fields:

.. tabularcolumns:: |p{2.5cm}|p{11.5cm}|

+---------------------------+--------------------------------------------------------------------+
| Field                     | Description                                                        |
+===========================+====================================================================+
|                           | The name of the customer. This field is                            |
|                           | mandatory.                                                         |
|                           |                                                                    |
|                           | Note:                                                              |
|                           |                                                                    |
| Customer Name             | 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                                               |
+---------------------------+--------------------------------------------------------------------+
|                           | Customer domain. This field is used to create                      |
|                           | email addresses for:                                               |
|                           |                                                                    |
|                           | * The customer default local administrator,                        |
|                           |   for example: Customer1Admin@customer1.com                        |
|                           |                                                                    |
|                           | * Site default local administrators under                          |
| Domain Name               |   the customer, for example:                                       |
|                           |   Site1Admin@customer1.com                                         |
|                           |                                                                    |
|                           | 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.                         |
+---------------------------+--------------------------------------------------------------------+
|                           | The Provider or Reseller role used to create                       |
|                           | a new role prefixed with the customer name.                        |
| Cloned Admin Role         | 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.                                     |
+---------------------------+--------------------------------------------------------------------+
|                           | The created customer role that is assigned to                      |
| Default Admin Role        | the default local administrator. This field                        |
|                           | is read-only, and appears only if the **Create                     |
|                           | Local Admin** check box is selected.                               |
+---------------------------+--------------------------------------------------------------------+
|                           | The password to assign to the default local                        |
| Default Admin             | administrator. This field appears and is                           |
| Password                  | mandatory only if the **Create Local Admin**                       |
|                           | check box is selected.                                             |
+---------------------------+--------------------------------------------------------------------+
| Repeat Default            | Confirm the default local administrator                            |
| Admin Password            | 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 Automate. After the HCM-F data syncs      |
|                           | into VOSS Automate, 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 :ref:`run_the_directory_number_inventory_audit_tool`.

5. Click **Save**.


.. note::

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