[Index]
To access the latest documentation, go to Documentation and Resources at: https://voss.portalshape.com
Reassign Services simplifies and automates the transfer of existing Subscriber services from a Source User to a Target User.
Reassign Services high level workflow
To access the flowcharts, view the topic via Documentation and Resources at: https://voss.portalshape.com
This utility is for example useful when an employee left the company and a new employee now starts the same role. Therefore, instead removing the old subscriber and configuring a new subscriber with the same settings and standards, the services and settings can be moved from the old subscriber to the new subscriber.
These services can include:
Note
Webex (Meetings and App) and CCX services are not currently supported by this feature.
Custom settings can be applied to these services during the reassignment. A Reassign Services Profile setting is available to choose the configuration templates that will be used to update services during reassignment. These allow you to customize most settings on any of the above devices, including Line Alerting Name, Line Label, DisplayASCII values, and so on.
Example templates are provided that contain macro variables for fields that are likely to differ between subscribers. The field values then resolve with input from existing target user details. In this way the templates are not limited by for example a Site and Phone Model.
When reassigning services from existing source users to existing target users, the latter are moved to the same site as the source user, if these differ.
An option is also available to create a new target user as part of the Reassign Services process, instead of selecting an existing user without services. This user will be created at the same site as the source user.
Other features included are:
Related Topics
The Update User Details menu shows a simplified form of Reassign Services where only one source user is selected, and that user's services are updated using custom Configuration Templates referenced in a Reassign Services Profile. The input fields allow for an easy update of basic details such as First Name, Last Name, Email, Password and PIN. User services that use any of the updated user details will automatically get updated.
The Reassign Services Profile drop-down list is available to select a profile to be used to also update the user's services details.
Similar to Reassign Services, selecting a Username auto-populates the Hierarchy of the selected user and the Current User Services tab shows which services will be updated.
Reassign User Services (Update user services workflow)
To access the flowcharts, view the topic via Documentation and Resources at: https://voss.portalshape.com
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Username | Name of User with existing services to update. |
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Hierarchy of Selected User | The name of the hierarchy node where user resides. |
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Site of Selected User | The name of the Site where user resides. |
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Hierarchy Pkid of Selected User | The Pkid of the hierarchy node where user resides. |
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Current Hierarchy PKID | The name of the hierarchy node from where the view is launched. |
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First Name | The First Name of the Target User being updated. |
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Last Name | The Last Name of the Target User being updated. |
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Email Address | The Email Address of the Target User being updated. |
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Password | The Password of the Target User being updated. |
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Pin | The Pin of the Target User being updated. |
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Reassign Services Profile | Choose a Reassign Services Profile to apply to this Update User Details. |
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LDAP Directory Name | The LDAP Directory Name of the Target User being updated. |
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Target User Services |
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Phones |
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Extension Mobility Profiles |
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Voicemail Extension |
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Webex |
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Single Number Reach |
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