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Overview
You can add Webex App users into Automate in various ways:
Add Webex App user via the Users page. See Add Webex App User
Webex Contact Center agents can be added if a user is assigned a Contact Center Premium Agent or Contact Center Standard Agent license. Refer to the Assigned Licenses entry below, particularly the Contact Center panel form that allows for Contact Center agent management.
Add Webex App user via Webex Teams Quick Subscriber. See Quick Add User - Webex
Important
This method is recommended to add Webex App users on a Webex Control Hub with a Wholesale Customer service. See: Create Webex App Service and Quick Add Groups.
Add Webex App user via the Subscribers page. See Add a Subscriber
Add Webex App user via flow through provisioning. See Sync Webex App Users with Flow-through Provisioning
Add Webex App user via Quick Add Subscriber
Note
In Quick Add Subscriber, choose a Webex Teams User Template from the drop-down, or use the default user template (which is referenced in the Quick Add Subscriber Groups associated with the user).
If you want customized values, clone the Webex Teams User Template via the Configuration Templates page, and edit as required.
Related topics
View Cisco Webex App user
To view a Cisco Webex App user:
Open the Webex App user's settings. Two options:
On the Webex App user's detail page, view their account details and calling type, and their roles and addresses.
If the user is associated with a phone (device) you can click the link adjacent to the device to go to relation/WebexDevice to view and manage the device settings.
Note
Multiple Jabber devices can be added to a Webex User as long as the user does not have an existing device of the same device type.
Add Cisco Webex App user via Cisco Webex App menu
This procedure adds a new Cisco Webex user via the default Cisco Webex App menu in Automate.
Note
In this case:
Log in to the Admin Portal as a Provider, Reseller, Customer, or Site administrator.
Go to the Users page.
View existing Cisco Webex App users (including users with Webex Wholesale packages - synced, or added in Automate).
Click Add.
Choose the hierarchy where you want to add the Cisco Webex user.
Fill out fields on the Account Details & Calling Settings tab/panel:
(Mandatory). Select an email address. This value is used to match users when they're moved during an overbuild.
Fill out a first name and last name.
(Mandatory) At Display Name, fill out a display name for this user, typically, name and surname.
At Manager ID, select the manager's email address.
Location - the location selected from those specified on the Webex Control Hub - as synced in.
Calling Behavior - options are auto-populated, and display as one of the following:
Calling in Webex App
Calling in Webex App (CUCM)
Note
Fields for device creation (Iphone, Android, CSF, Tablet) are displayed and checked by default.
Cisco Jabber App
Third Party App
Phone Numbers: The fields: Type (e.g. "Work") and Number are available for each entry.
Extension: Webex Calling extension is available if a user has a Webex Calling license.
Assigned Licenses: selected from licenses available on the Cisco Webex service as synced in from the Webex Control Hub.
Depending on a user's license, services such as Collaboration, Conferencing and Contact Center are available.
If Webex calling is enabled and a user is assigned a Webex Calling - Professional license, a Calling Settings panel on the form allows for the user management of Calling Settings (such as Barge In, Caller ID, Call Forward, Call Recording, Call Waiting, Intercept).
Note
If a user has Calling Settings available, these need to be removed and to be re-provisioned if it is necessary to move the subscriber to another site. For details, see Move users, without services.
If a user is assigned a Contact Center Premium Agent license, a Contact Center panel on the form allows for the Contact Center agent management:
User Profile ID, Site ID, Team IDs, Skill Profile ID: see: Webex Contact Center User Management
Agent Profile ID, Multimedia Profile ID: see: Webex Contact Center Desktop Experience
Note
For Agent Profile ID selection, all global and only desktop profiles assigned to the same contact center site as the user are available.
On the Roles tab/panel, select relevant roles:
| No administrator privileges | Default |
| Full administrator privileges | Access to all portal features, including:
|
| Read-only administrator privileges | Read-only access to content available to a full privilege admin |
| Support administrator privileges | Access to user information and support logs |
| User and Device Administrator | . |
| Device Administrator | . |
The Wholesale Package tab/panel is shown only if the Webex for Wholesale service is available - see: Create Webex App Service. Available packages in the service and their status (e.g. provisioned) are shown and can be managed here.
In accordance with the package selection, the user's Assigned Licenses - as available on the Webex for Wholesale service - are then also updated when the user is provisioned.
Note that when modifying a Webex user and UCM Calling Licensing is deleted and the Work Phone number is also set to empty, then the number is removed from the user. In the case where the Work Phone number is not set to empty, it remains assigned to the user.
Click Save to add the Cisco Webex App user.
Note
You can view the details for the Cisco Webex App user you added in the summary list view, which also displays:
Delete a Cisco Webex App user
This procedure deletes an existing Cisco Webex App user (synced, or added via VOSS Automate).
Log in to the Admin Portal as a Provider, Reseller, Customer, or Site administrator.
Set the hierarchy to the Customer or Site level.
Go to the Users page.
Choose the Webex users you wish to delete (one or more).
Click Delete.
Click Yes to confirm.
Note
When deleting a subscriber with Cisco Webex App, the internal number inventory (INI) is updated as the number status is changed to Available, and the description, if any, is removed.
Provisioning subscribers with Cisco Webex
This section describes how to provision Cisco Webex for a subscriber, either via the Subscriber list view, or via Quick Add Subscriber (QAS).
Related Topics
This procedure provisions a subscriber with Cisco Webex, via the Subscriber list view.
Prerequisite:
The users entitlement profile must have Cisco Webex enabled (Webex App checkbox must be selected).
Unless Cisco Webex service assigned is Message only, new users must have an input line specified, and existing users must have either a primary extension, or an input line must be specified.
See Add Webex App User
To provision a subscriber with Webex:
In the Admin Portal, go to Subscribers.
From the Subscribers list, click on a subscriber you wish to provision with Cisco Webex.
On the subscriber configuration screen, select the Webex App panel (or if selected as display option, the tab).
In the Webex App User field, expand the Webex App User configuration fields.
Note
The following Invite Pending checkbox is read-only, indicating the user's status (whether their Webex account is active).
Options in the Manager ID and Location fields depend on the Cisco Webex Server to which the Cisco Webex Service is synced.
The Calling Behavior field can be "Calling in Webex App", "Calling in Webex App (Unified CM)", "Cisco Jabber app" or "Third-Party app".
In the Assigned License section, the available licenses depend on the Cisco Webex Server to which the Cisco Webex Service is synced.
In the Roles section, select the relevant check boxes to configure the required roles:
| No administrator privileges | . |
| Full administrator privileges | Access to all of Portal features, including:
|
| Read-only administrator privileges | View only access to privileges available to a full administrator. |
| Support Administrator | Access to user information and support logs. |
| User and Device Administrator | . |
| Device Administrator | . |
Click OK. Cisco Webex is provisioned for the subscriber.
To verify, ensure the Webex App column in the Subscribers list view displays the text, Enabled.
This procedure enables Cisco Webex for a subscriber via Quick Add Subscriber (QAS).
Prerequisite:
The user's entitlement profile must have Cisco Webex enabled (Webex App checkbox must be selected).
Unless Cisco Webex service assigned is Message only, new users must have an input line specified, and existing users must have either a primary extension, or an input line must be specified.
See Add Webex App User and Webex Teams Quick Add
Go to Quick Add Subscriber.
From the Username drop-down list, choose the name of the subscriber to be provisioned with Cisco Webex.
Select the Webex App checkbox to enable Cisco Webex for the subscriber.
From the Webex Teams User Template drop-down list, choose the template you want to assign to the user.
Click Save. Cisco Webex is provisioned for the subscriber.
To verify that Cisco Webex is enabled for the subscriber, ensure the Webex App column in the Subscribers list view displays the text, Enabled.
Note
When Cisco Webex Calling (with CUCM) is removed from a Webex User, the 'On-Prem UCM Calling' license is removed from the Webex User.
Sync Webex App users with flow through provisioning
When using sync with flow through provisioning for Cisco Webex users, you need to configure several settings in Automate (including flow through provisioning criteria) before the initial sync from the Webex Control Hub. See: Flow Through Provisioning.
Enable flow through provisioning in the Global Settings for a hierarchy (see: Global Settings)
Configure Webex settings matching the user's location in the Site Defaults (see: Site Defaults) so that Move Filter Criteria are webexUserModelFilterCriteria.
These criteria are used as a part of a subscriber profile.
The workflow AddSubscriberFromProfile at site uses CFT: Webex_FlowThroughProvisioning_SubscriberFromProfile
This allows Automate to apply the correct configuration, licenses, and services to imported users, and to move users to sites.
Once you run the sync, users are imported, provisioned, licensed, and moved to the correct synced in sites, as subscribers - in accordance with configured Webex App user model filter criteria and subscriber profile.
Important
Webex Control Hub users who have been assigned Webex Calling Professional licenses and have a Location assigned, this location will not be overwritten by any site setting configured in the VOSS Automate user move component (Model Filter Criteria) of Flow Through Provisioning.
The flowchart sets out the sync with flow through of Cisco Webex users and services.
To access the flowcharts, view the topic via the release documentation at: https://documentation.voss-solutions.com/automate.html
Related Topics
Flow Through Provisioning in the Core Feature Guide
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| First Name |
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| Last Name |
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| Email Address * |
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| Webex Calling - Professional |
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| Webex Contact Center |
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| Work Phone | Work number for the person. e.g. +1 408 526 7209. This is only settable for a person with a Webex Calling license. |
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| Extension | Webex Calling extension of the person. This is only settable for a person with a Webex Calling license. |
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| Mobile Phone | Mobile number for the person. e.g. +1 408 526 7209. |
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| Alternative Phone 1 | First alternative number for the person. e.g. +1 408 526 7209. |
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| Alternative Phone 2 | Second alternative number for the person. e.g. +1 408 526 7209. |
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| SIP Addresses | The users sip addresses. |
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| Type | The type of SIP address. |
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| Number | The SIP address |
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| Primary |
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| Addresses | The users addresses. |
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| Type | The type of address. |
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| Country | The user's country. Example value: US |
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| Locality | The user's locality, often city. Example value: Milpitas |
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| Region | The user's region, often state. Example value: California |
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| Street Address | The user's street. Example value: 1099 Bird Ave. |
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| Postal Code | The user's postal or zip code. Example value: 99212 |
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| Display Name * |
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| Nickname |
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| Department |
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| Manager |
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| Manager ID |
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| Title |
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| Time Zone |
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| Location |
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| Date Created |
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| Status |
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| User Type | Default: person |
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| Invite Pending |
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| Login Enabled |
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| Field to pass selected number from QAS workflow |
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| Roles |
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| No administrator privileges | Default: true |
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| Full administrator privileges | - User Management - Company Policy & Templates - Analytics & Reports - Support Metrics & Notifications - Licenses & Upgrades - Assign Roles |
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| Read-only administrator privileges | Read-only view of the portal. No changes will be accepted. |
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| Support Administrator | - Analytics & Reports - Support Metrics & Notifications |
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| User and Device Administrator | - User Management - Device Management - Licenses & Upgrades |
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| Device Administrator | - Device Management |
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| Assigned Licenses |
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| License | Select the license to assign to this user. |
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| Settings |
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| Calling |
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| Calling Behaviour | This determines how a user makes calls in Webex App. |
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| Use Organization's Domain | Enabling this will use the Webex App organization domain for Calling in Webex App (Unified CM) |
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| UC Manager Profile |
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| Create iPhone Device | Default: true |
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| Create Android Device | Default: true |
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| Create Tablet Device | Default: true |
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| Create CSF Device | Default: true |
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