Create a Custom Self-service Role

This procedure modifies the default Self-service feature display policy (FDP), creates a custom Self-service role (selfservice), and assigns the custom Self-service role to users.

VOSS Automate provides a default Self-service feature display policy. When providers, resellers, customers, and sites are added in VOSS Automate, the default Self-service feature display policy is assigned automatically to the selfservice 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 Provider administrator or higher.

2. Clone the default feature display policy:

   1. Go to (default menus) Customizations > Self Service Feature Display Policy.

   2. In the list view, click on the Default Self-service feature display policy. The Self Service Feature Display Policy (Default) screen opens.

   3. To create a copy (clone) of this Default FDP, click the Clone icon. The copy (clone) you created opens in the editing screen.

   4. On the Details tab, type a new name for the Self-service feature display policy in the Name field.

   5. Configure options for the clone on the tabs of this screen: Details, Phones, Personal Phones, My Information, Voicemail, Call Forward:

      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 page, then select 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 own smart devices	On the Phones tab, click User can add own smart devices.
      Add more phones or devices from Cisco Unified Communications Manager	On the Phones tab, complete information to add the phones or devices to the Device Configuration Templates for User area of the screen.
      Change the Default RDP configuration template	On the Personal Phones tab, choose a different template from the Device Configuration Template for End-User Remote Destination Profile Add drop-down menu.
      Change the Default Voicemail configuration templates	On the Voicemail tab, choose different templates from the drop-down menus.
      Show/hide individual Voicemail options such as Voicemail Basic, Voicemail Devices, Phone Notification Device, Voicemail Alternative Extensions	On the Voicemail tab, choose Show from the specific drop-down menus.
      Show WebEx link in the Self-Service interface	On the My Information tab, select Show from the Link to Webex self service portal drop-down menu. Note: The WebEx link (Protocol, Address, Port, and Site Name) 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 from users	Choose Hide from the appropriate drop-down menus.

   6. 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.

   1. Go to (default menus) Role Management > Roles.

   2. Choose a Provider, Reseller, Customer, or site level Self-service role.

   3. From the Self Service Feature Display Policy drop-down menu, choose the custom Self-service feature display policy you created in step 2.

   4. Click Save.

   5. If desired, repeat sub-steps 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.

   1. Log in as Provider, Reseller, or Customer administrator.

   2. Go to (default menus) User Management > Users.

   3. Choose the user for whom you want to assign the custom Self-service role.

   4. From the User Details tab, at the Role drop-down, choose the custom Self-service role.

   5. Click Save.