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Administrator User Interface

The Business Administration Portal (BAP) interface menus and functionality is defined as an interface type in VOSS Automate, along with the required role-based access.

Note

The menus, features, and functionality described in this topic is based on the default interface type shipped with the VOSS Automate product. Your system administrator may have customized a Business Admin Portal custom interface for your organization. The look and feel, and the availability of features and dashboards, is defined via the interface type selected for your access role, and field display policies.

Refer to the Core Feature Guide for details.

The main interface is divided into three functional areas:

1. Toolbar

2. Menus

3. Dashboards (either the home page, service dashboard, menu landing page, or lists)

Toolbar

The table describes options on the Business Admin Portal toolbar:

Company brand and menu labels toggle	Displays your company brand as well as a toggle switch to show (<) or hide (>)the side menu labels.
Organization (hierarchy) selection	Triggers a pop-up that allows you to navigate to a specific level in the organization, for example, to provider, customer, or site level, so that you can view and manage resources at that hierarchy. The hierarchy level you’re at remains visible at all times. For details, see Navigate Organizations.
Search icon	Opens the search dialog, where you can specify criteria to run a search. See Run a Search.
Transaction log icon	Opens the Transaction Log page, which lists the most recent transactions in your system. See: View Transactions.
Messages icon	Opens Messages, which lists recent notification messages and transactions, including last login details, and a link to the transaction log.
Application mode icon	Allows you to toggle between the VOSS Automate Admin Portal and the Business Admin Portal (provided you have access to both interfaces).
Settings	A drop-down menu providing access to the following: Profile name: links to your account, to view and/or edit the following: Account Settings (view username, email address, role, last login, last password change) Preferences (define whether the default application mode is Business Admin Portal or Admin Portal, provided you have access to both interfaces) Password management: change your current password About: opens the About page, displaying release and version information Sign out
Home icon	Home button to go to the Business Admin Portal home page for your current hierarchy level.
Navigation breadcrumb	A navigation path adjacent to the Home button allows you to move to other areas of the system, based on your current location. For example, to go from an instance view (such as view subscriber) to a list of those instances (such as the subscriber list).
Help	Opens the system online help.

Menus

A left navigation menu in the Business Admin Portal provides access to resource and service landing pages.

This topic describes the default menu layout that ships with the system. The custom interface defined for your role determines the menu layout you will see in the Business Admin Portal.

Selecting a menu item opens the landing page for the option you choose. The default menus are as follows:

• Site Management (sites and site defaults)

• Number Inventory (lines, and internal and external numbers, including number associations)

• Subscribers

• Phones

• Voicemail

• Extension Mobility

• Webex App (Webex App, users and licenses)

• Conferencing

• Contact Center Express (Contact Center agents, teams, skills and resource groups)

• Hunt Groups (Hunt group members and groups)

• Call Pickup Groups (Call pickup group members and groups)

• Tools

Landing Pages

Selecting a menu in the left navigation opens the related menu landing page, with options for viewing and managing the service or feature.

The default landing pages provide the following types of features:

Counters	Cards providing item counts relevant to the menu, for example, the number of sites, internal inventory, external inventory, lines, or subscribers. Clicking on a counter opens the list view for the item.
Quick Actions	Links to the screens for viewing and managing a feature or service. Some quick action links, such as Delete, launch just a pop-up. If available, the View links (for example, view sites, view internal inventory) open the list views, allowing you to view and manage these items from the lists.
Graphs and charts	Visual display of data (if available), providing a quick view of metrics for the feature or service, for example, license usage information for the Webex App feature, at the current hierarchy. Usage charts that illustrate time periods, for example Usage Growth, allow you to configure the chart to display in either weeks or months, using a drop-down located in the top right-hand corner of the chart.

Home page

When logging in to the Business Admin Portal, the Home page is the first page you see. The Home page provides a summary view of your entire system, and includes:

Counters	Cards displaying the total number of sites, subscribers, and phones, at the current hierarchy level (for example, at customer or site level). Click on a counter to go to the relevant menu landing page.
Quick Actions	Links to common tasks, including: View Subscribers View Phones Reset Pin / Password Logout Phone Add Subscriber Add Phone Login User / Phone
Saved Searches	Links to saved searches.
MACDs Per Day	A graph indicating the number of move, add, and delete transactions performed at the specified hierarchy, in the past week. Graphs display only when data is available.
Notifications	The following notification types display on the home page: Session expiry notification: Displays alert message (“Your session will expire in <n> seconds.”) when the Idle Session Timeout (minutes) value in the credential policy associated with your user role is reached. Click Stay Logged In to continue your session. For details, see topics on credential policies and session timeouts in the Core Feature Guide. Missing required fields: The system alerts you if you’re attempting to submit a form with missing required data.

Related topics

• User Interface Controls

• Lists (working in the lists)

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User Interface Controls