.. _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 Automate "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`