View and Manage Subscribers¶

Overview¶

In the Business Admin Portal you can view and manage subscribers and services in the Subscriber lists and on the Subscriber dashboards.

Note

To view multi vendor subscribers, your user role must be assigned a Business Admin Portal profile enabled for multi vendor, and multi vendor must be appropriately configured for your system.

See Business Admin Portal Profiles in the Core Feature Guide.

View All Subscribers¶

The Subscribers list in the Business Admin Portal provides a summary view of subscriber services from a MACD perspective, and displays:

All users from a given hierarchy and down (Reseller, Provider, Customer, or Site)
A Services column, with icons representing the user’s currently provisioned services (tooltips describe the service types and provisioning vendors).

Multi-vendor subscriber functionality, such as the list view Services column icons and the user’s dashboard Hybrid Status service card, displays only for users with Microsoft services already provisioned, and is configured via the Business Admin Portal profile-related field display policy for multi-vendor subscribers. If a Subscriber does not have Microsoft services, the Hybrid Service card will not be displayed.

To view all subscribers at a selected hierarchy:

Log in to the Business Admin Portal.
Choose the hierarchy.
Click (default menus) Subscribers in the left menu.
On the Subscribers landing page, either click the Subscribers counter on the page, or in the Quick Actions, click View All Subscribers.
View the list of subscribers, noting values in the columns:
- Username
- First name, last name, and email address
- Entitlement profile
- User type
- Services (showing icons for services where the subscriber has the service enabled)
- Location (in the hierarchy)

The table describes the Services column icons:

Icon	Description
	Phones icon.
	Voicemail icon.
	Conferencing icon.
	Collaboration icon.
	Contact Center Express icon.
	Indicates a subscriber enabled for Microsoft Exchange mail. You can click on the icon to manage Exchange mailbox settings, such as permissions and calendar permissions.

View and Edit a Single Subscriber¶

Each subscriber can be viewed and updated via a dashboard that displays their user and service details. A subscriber’s dashboard in the Business Admin Portal displays displays user details, quick actions, and service cards that provide a detailed view of services provisioned to the subscriber, including vendor information.

Click Subscribers in the left menu (default menu) to open the Subscribers landing page.
Click the Subscribers count card to view the list of all subscribers.
Click on a subscriber in the list to open that subscriber’s dashboard.

From the dashboard, provided your role has appropriate permissions at the hierarchy, you can:

View and edit subscriber details
View and edit subscriber services, which display in a card layout (one card per service)
Access quick actions for the subscriber (based on settings enabled at the hierarchy, installed devices/services, and specific to the vendor services available to the user)
Initiate MACDs, per service
Define the extension to use as primary line

The table describes components on a subscriber’s dashboard in the Business Admin Portal:

Panel

Description

User Details

User Name
First Name
Last Name
Email Address
Entitlement Profile
Enable IM & Presence (Cisco user)

Gives a subscriber access to IM and Presence (provided the customer is configured for IM and Presence, and the BusinessAdminUserDetailsFDP field display policy, which defines the fields available on the page, is configured to show the checkbox).

Regardless of the setup of BusinessAdminUserDetailsFDP, the previous_username and cucm_bkey fields don’t display since these are used only by the workflows.
IPCC Extension (Cisco user)

Displays all lines the subscriber has for IPCC extension, and may be enabled via the BusinessAdminUserDetailsFDP field display policy (when ipccExtension and ipccRoutePartition is enabled).

For the drop-down to display:
- A CCX device must exist and be available for the hierarchy.
- Contact Center service must be configured and available for the hierarchy.
- The subscriber entitlement profile must allow support for Contact Center
The IPCC Route Partition drop-down displays once you choose a line (Cisco).

Quick Actions

Links to frequently used action, which may include one or more of the following, as defined by an administrator:

Reset Pin / Password
Delete All Services
Add Cisco User (Profile)
Refresh
Add Cisco User (QAS)

Service Cards

A service card displays for each service assigned and available to the subscriber. For example, there may be service cards for one or more of the following:

Cisco Voicemail
Cisco WebEx
Cisco Webex App
Cisco Contact Center
Microsoft Teams
Microsoft 0365
Microsoft Exchange - if enabled, click Edit to open the User Mailbox settings. (See also, Microsoft Exchange in the Core User Guide)
Hybrid Status - displays status or option to update or add, which redirects to the Hybrid Subscriber Management form.

If a Subscriber does have Microsoft Services, the Hybrid Service card will be displayed with Hybrid Services detail if already set up with an Edit Action for updating. This will route the user to the Quick Add Subscriber Hybrid Services Form for configuration. Otherwise, it will be displayed as an empty card with a + icon for adding/configuring Hybrid Services which would route the user to the Quick Add Subscriber form for configuration.

Service Cards on a Subscriber’s Dashboard¶

Service cards on a subscriber’s dashboard represent the services assigned or available to a subscriber. Edit actions in the service cards provide access to MACD functions allowed by the Business Admin Profile, and are defined via field display policies.

Service availability may depend on whether the appropriate devices and services are installed or enabled. For example, only Cisco-related quick actions and service cards display if the user only has Cisco services or if your system is set up only for Cisco (that is, a single vendor installation, in this example).

In some instances, the service card displays the service provisioning status, that is, whether the service is enabled. For example, Microsoft Teams and Microsoft Exchange must be explicitly enabled for the subscriber to have these services available.

For multi vendor users with services from two or more vendors (for example, Microsoft and Cisco), the service cards specify vendor information, and a specific Hybrid Status card shows details of hybrid subscribers with an option to update or add, which redirects to the Hybrid Subscriber Management form. Refer to the Hybrid Service Definitions topic in the Core Feature Guide.

Fields are pre-populated for some services, based on the selected Quick Add Group (QAG), and on configuration templates chosen when adding the subscriber.

Subscriber Services¶

The Services column on the Subscribers list view in the Business Admin Portal displays icons that indicate the service type assigned to a subscriber.

To view or edit a subscriber’s services from the Business Admin Portal:

Log in to the Business Admin Portal, and choose the relevant hierarchy.
From the Home page (or via the Subscribers menu), click View All Subscribers (or the Subscribers counter) to open the Subscribers summary list view.
Click on an icon in the Services column.

Note

The presence of any icon in this column indicates that the subscriber has services assigned.

On the subscriber’s services dashboard, view their user details, available quick actions, and a service card for each service assigned or available to this subscriber.

The table describes the types of vendor services that may be available to VOSS Automate subscribers:

Note

VOSS Automate supports multi vendor scenarios, allowing subscribers to be assigned services from different vendors, if this is configured for your system.

Microsoft subscriber services	Cisco subscriber services
Voice (a phone and line)	Cisco Phones
Voicemail	Cisco Extension Mobility
Microsoft Teams	Cisco voicemail
Microsoft Exchange mailboxes	Cisco Single Number Reach Cisco Jabber Cisco WebEx Cisco Contact Center Cisco Webex App

View and Update Microsoft Subscriber Services¶

To view and edit the details and services of a Microsoft subscriber in the Business Admin Portal:

Log in to the Business Admin Portal, and choose the relevant hierarchy.
Click the Subscribers menu.
On the Subscribers landing page, click the Subscribers counter, or click View All Subscribers to open the Subscribers summary list view.
Locate the relevant subscriber, and click on an icon in the Services column of the Subscribers list view to open the subscriber’s services dashboard.
View or update the relevant account details or service. One or more of the following may be available:

Components	Description
MS 365	Microsoft user details. You can update the Usage Location field, and view license details.
MS Teams	MS Teams user details, including MS Teams provisioning status, feature type, Line URI (with line type).
Local user	View the subscriber’s local user details, such as user name, title, and email address.
Exchange	Assign access permissions for this subscriber’s mailbox, and assign permissions for the calendar associated with this mailbox. See also, Microsoft Exchange in the Core User Guide. This service is editable only when Microsoft Exchange is enabled for your system. Microsoft Exchange mailboxes cannot be added or deleted from the Business Admin Portal.

Add a Subscriber¶

To add a subscriber in the Business Admin Portal:

Log in to the Business Admin Portal.
Choose the hierarchy, for example, provider or site.
Click Subscribers in the left menu to open the Subscribers landing page.
In the Quick Actions, click Add Subscriber.
On the Add Subscribers page, fill out the new subscriber’s details:
- Choose a user.
- Fill out the subscriber’s first name and last name.
- Fill out the subscriber’s email address and mobile number.
- Add a password and pin.
- Define whether to assign the next available line.
- Choose a Subscriber Profile.
  
  The subscriber profile defines the services that may be assigned to this subscriber. You won’t be able to add this subscriber if the profile you choose has no services enabled.
  
  If the Global Setting Enable Cisco / Microsoft Hybrid is enabled, the list of profiles will include the profiles associated with the Hybrid Service Definitions. This will allow for Cisco-Microsoft hybrid subscriber management and if the Use next available line option is disabled, then the selected Line also automatically determines service functionality if for example the “Cisco-MS-Hybrid” profile is selected.
  
  For details on the services and devices associated with these profiles, refer to the Hybrid Service Definitions topic in the Core Feature Guide.
  
  Note
  
  Only a system-level administrator can delete the default subscriber profile (if available).
- Click Save.
  Note
  
  The Services panel displays services assigned to the subscriber via the profile.
  - By default, service names are auto-generated (based on the username). To override the phone name and line details, clear the relevant checkboxes, and manually update the details.
  - When editing a subscriber, New Services does not display already assigned services, or services where the necessary servers aren’t set up.

VOSS Automate 21.3