.. _p_create_a_custom_self-service_role: Create a Custom Self-Service Role (provider deployment) -------------------------------------------------------- This procedure modifies the default Self-Service feature display policy, creates a custom Self-Service role, and assigns the custom Self-Service role to users. A default Self-Service feature display policy is available in VOSS Automate. When providers, resellers, customers, and sites are added in VOSS Automate, the default Self-Service feature display policy is assigned automatically to the Self-Service role at each level of the hierarchy. The default Self-Service feature display policy allows you to perform the following tasks in the Self-Service interface: * Add Voicemail * Enable Remote Destination Profile (RDP) * Manage phones and phone lines (but adding smart devices is not allowed) * Assign configuration templates for phones, RDP, and voicemail * Link to Launch Webex from Self-Service interface Most options are set to **Show**, rather than **Hide** to indicate that the Self-Service user can view and edit the item in the Self-Service interface. For example, My Availability, Speed Dials, Call Forward Basic, Advanced Call Forwarding, Ring Schedules, Advanced Timer options, Password, and PIN are all set to **Show**. **Perform these steps**: 1. Log in as hcsadmin or provider administrator. 2. Clone the default feature display policy: a. Choose **Customizations > Self Service Feature Display Policy**. b. Choose the Default Self-Service feature display policy. The Self Service Feature Display Policy (Default) screen opens. c. Click **Action > Clone**. d. On the **Base** tab, type a new name for the Self-Service feature display policy in the **Name** field. e. Change options on the **Base**, **Phones**, **Personal Phones**, **My Information**, **Voicemail**, or **Call Forward** tabs as required: On the **Phones**, **Personal Phones** and **Voicemail** tabs, there are two similar check boxes (one associated with entitlement, the other not). For example, on the **Voicemail** tab, the first check box is labeled **User can enable Voicemail (Add a Voicemail Account)** and the second check box is labeled **User can enable Voicemail only if the user is entitled to Voicemail**. If the Entitlement Feature is used, that is an Entitlement Profile is associated to the subscriber on the **Entitlement Profile** drop-down on the **Subscriber Management > Subscribers** screen, then choose the second check box. If an Entitlement Profile is not associated to the subscriber, then select the first check box, as the second check box is no longer applicable. Similarly, select the appropriate check boxes on the **Phones** and **Personal Phones** tabs. +----------------------------+----------------------------------+ | To | Do | +============================+==================================+ | Allow users to add their | On the **Phones** tab, select | | own smart devices | the **User can add own smart | | | devices** check box. | +----------------------------+----------------------------------+ | | On the **Phones** tab, complete | | Add more phones or devices | information to add the phones or | | from Cisco Unified | devices to the **Device | | Communications Manager | Configuration Templates for | | | User** area of the screen. | +----------------------------+----------------------------------+ | | On the **Personal Phones** tab, | | | choose a different template from | | Change the Default RDP | the **Device Configuration | | configuration template | Template for End-User Remote | | | Destination Profile Add** | | | drop-down menu. | +----------------------------+----------------------------------+ | Change the Default | On the **Voicemail** tab, choose | | Voicemail configuration | different templates from the | | templates | drop-down menus. | +----------------------------+----------------------------------+ | Show/hide individual | | | Voicemail options such as | | | Voicemail Basic, Voicemail | On the **Voicemail** tab, choose | | Devices, Phone | **Show** from the specific | | Notification Device, | drop-down menus. | | Voicemail Alternative | | | Extensions | | +----------------------------+----------------------------------+ | | On the **My Information** tab, | | | choose **Show** from the | | | **Link to Webex self service | | | portal** drop-down menu. | | | | | | Note: | | | | | | The WebEx link (Protocol, | | Show WebEx link in the | Address, Port, and Site Name) | | Self-Service interface | must be defined in **Device | | | Management > WebEx > Servers** | | | and the subscriber must have | | | access to WebEx on the **WebEx** | | | tab (**Subscriber Management > | | | Subscribers**). Ensure that when | | | you expand the WebEx user form, | | | the **Enable CET** and **Enable | | | PMR** check boxes under | | | **Privilege** are selected. | +----------------------------+----------------------------------+ | Hide Self-Service options | Choose **Hide** from the | | from users | appropriate drop-down menus. | +----------------------------+----------------------------------+ f. Click **Save**. The custom Self-Service feature display policy appears in the list and can be assigned to Self-Service roles. 3. Assign the custom Self-Service feature display policy to one or more Self-Service roles. a. Choose **Role Management > Roles**. b. Choose a provider, reseller, customer, or site level Self-Service role. c. From the **Self Service Feature Display Policy** drop-down menu, choose the custom Self-Service feature display policy you created in step 2. d. Click **Save**. e. If desired, repeat substeps b to d for other Self-Service roles. 4. If a Cisco Unified Communications Manager sync or LDAP sync is not performed, manually assign the custom Self-Service role to one or more existing users. .. note:: You do not need to perform this step for new users who are added to the system in the future. New users are automatically assigned the Self-Service role that you specify for the reseller, customer, or site when it is added to the network. a. Log in as provider, reseller, or customer administrator. b. Choose **User Management > Users**. c. Choose the user for whom you want to assign the custom Self-Service role. d. From the **Base** tab, choose the custom Self-Service role from the **Role** drop-down menu. e. Click **Save**.