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Model: view/AddSubscriberFromProfile

Onboard user (Cisco)

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CISCO

This procedure adds a user from a profile to enable user onboarding via defined a pre-defined profile determining services and service settings.

1. In the Admin Portal, set the hierarchy to the relevant site.

2. Go to Onboard User.

   Note

   This page has two tabs/panels:

   • Details
   • Existing Services - read-only, and displays and populates only once you select a username.

   Click the toolbar Switch to Tab/Panel icon to toggle between a tab or panel layout.

3. On the Details tab/panel, configure the following:

   • Mandatory. Select the username (mandatory).

     Fields on the Existing Services tab/panel display and update to provide a read-only view of the selected user's existing services. If the user has existing dual mode devices, this includes the name and destination for mobile identity, remote destination, and CTIRD remote destination.

     Fields on the Details tab/panel updates with the user's details, including name and contact details, and current settings.

   • Select the profile for configuring and provisioning the user.

     Note

     Profiles are set up at the Provider or Reseller level and vendor-related services in the profile are enabled for each customer in the Global Settings at the customer level.

     The drop-down displays profiles relevant to services enabled by vendor for the customer in the Global Settings. For example, a customer enabled only for Webex services will only have profiles available in this drop-down for Webex services, while a customer enabled for both Cisco and Microsoft services will have profiles that include both Cisco and Microsoft services.

     Services are assigned via the profile and display as read-only details once you save.

   • Fill out the user's details. You can update their first name, last name, email address, mobile number.

     Note

     A value for Last Name is mandatory only for CUCM users, and optional when provisioning Microsoft or Webex Calling services.

     Password and PIN fields become available once the profile is selected, as follows:

     • For an LDAP user: only the PIN field will be available
     • For a CUCM-LDAP user: only the PIN field will be available
     • For a Microsoft user: PIN and password fields will not be available
     • For a Webex user: PIN and password fields will be available
     • For a Local/CUCM-local/None-existing user: PIN and password fields will be available

     Note

     • The corresponding CUCM, CUC, and Webex user password will be set with this password.
     • The corresponding CUCM and CUC user PIN will be set with this PIN.

   • At Use generated phone name, if the selected profile has voice service enabled, define whether to have the system generate a random phone name.

   • At Line filter, select a number inventory filter, if available. If you're not selecting Use next available line, you can choose a number from the subset of lines returned by the line filter.

     Note

     You can only choose an inventory filter if filtering is enabled at the site. Either custom filters or shipped filters, or all enabled filters may be available, depending on the filter group enabled at the hierarchy. See Manage Number Filters.

   • At Use next available line, define whether to use the next available line from the inventory or from an inventory filter you choose.

     Note

     When using inventory filters with use next available line, the system selects the first available number in the subset of filtered available numbers included in the filter. If you've chosen a line filter to display only used lines, the system won't find a next available line since only used lines are returned for the filter you've chosen. In this case, the transaction will fail with "no available lines".

     Numbers reserved for other users won't be available, regardless of their status (available or used, reserved, etc). If an inventory filter is applied to display only numbers reserved for or belonging to the user you're working with, only those numbers display.

9. Save your changes.

Related Topics

• User profiles
• Multi Vendor Users
• Reserve a Number for a User
• Manage Number Filters

View to add a Subscriber using a Service Profile.

Model Details: view/AddSubscriberFromProfile