.. _create-an-entitlement-profile:



Entitlement profiles
----------------------

.. tip:: 

   :ref:`use-action-search-to-navigate-automate`



Overview 
.........

Entitlement profiles are used to define the services and devices a user is 
entitled to. 

An entitlement catalog restricts the service and devices that can be assigned via an 
entitlement profile. An entitlement profile can further restrict the services and devices 
that may be assigned to a user. An entitlement profile can't give a user more 
services and devices than what is defined in the entitlement catalog.

You can assign an entitlement profile to users when: 

* Syncing users into Automate from LDAP.
* Syncing users into Automate from a UC server, such as Cisco Unified Communications Manager (UCM).
* Adding or updating a user Automate via User Management.



.. note::

   The animation shows how to create an entitlement catalog *and* an entitlement profile. An 
   entitlement catalog must exist at or above the hierarchy level at which you want to create 
   the entitlement profile.


|webex-teams-entitlement|



Add entitlement profile 
.........................


.. tip:: 

   :ref:`use-action-search-to-navigate-automate`



**Prerequisites**:

* Add an entitlement catalog at or above the hierarchy node where you're adding the 
  entitlement profile. See :ref:`create-an-entitlement-catalog`





**To create an entitlement profile**: 

1. Log in as provider administrator.
2. Choose the hierarchy where you want to create the entitlement profile.

   .. note::

      You can add multiple entitlement profiles at any hierarchy, provided each entitlement 
      profile has a unique name at that hierarchy. 

3. Go to **Profiles**.
4. Click **Add**.
5. Configure at least the mandatory values:  

   .. note::

      The Maximum Number of Devices and Maximum Number of Devices in a Group are 
      limitations for each individual user, not for all users in the system.


.. tabularcolumns:: |p{3.5cm}|p{12cm}|

+---------------------+----------------------------------------------------------+
| Field               | Description                                              |
+=====================+==========================================================+
| Name                | Mandatory. The entitlement profile name. The name must   |
|                     | unique within the hierarchy.                             |
+---------------------+----------------------------------------------------------+
| Description         | Optional. Provide a description of the entitlement       |
+---------------------+----------------------------------------------------------+
|                     | Defines whether this is the default entitlement profile  |
| Default Profile     | at this hierarchy node. Any other entitlement profile    |
|                     | at this hierarchy node that was previously chosen as the |
|                     | default is now no longer the default.                    |
+---------------------+----------------------------------------------------------+
| Available Services  | Choose the services to assign via this entitlement       |
|                     | profile:                                                 |
|                     |                                                          |
|                     | * Voice                                                  |
|                     | * Voicemail                                              |
|                     | * Presence                                               |
|                     | * Extension Mobility                                     |
|                     | * Single Number Reach                                    |
|                     | * Conferencing                                           |
|                     | * Collaboration                                          |
|                     | * Contact Center                                         | 
+---------------------+----------------------------------------------------------+
|                     | Mandatory. Defines the maximum number of devices allowed |
|                     | for this entitlement profile.                            |
| Maximum Number of   |                                                          |
| Devices             |                                                          |
|                     | The maximum number cannot exceed the total               |
|                     | of the maximums for the entire device group              |
|                     | included in the entitlement profile.                     |
+---------------------+----------------------------------------------------------+
|                     | Mandatory. Choose a device group to include in this      |
| Device Group        | entitlement profile.                                     |
|                     |                                                          |
+---------------------+----------------------------------------------------------+
|                     | Mandatory. For the selected device group, specify the    |
|                     | maximum number of devices allowed.                       |
| Maximum Number of   |                                                          |
| Devices in Group    |                                                          |
|                     | The maximum number for any device group                  |
|                     | cannot exceed the maximum number of devices              |
|                     | for the profile.                                         |
+---------------------+----------------------------------------------------------+

6. Optionally, click the Plus sign (+) adjacent to **Device Groups** to add more device groups to the 
   entitlement profile. 

   .. note:: 

      You can add multiple device groups to an entitlement profile, provided device types 
      in these groups are unique across the groups. 

7. Click **Save**. 

   The new entitlement profile can now be assigned to users.



.. rubric:: Related topics

* 
  .. raw:: latex

     Contact Center in the Core Feature Guide

  .. raw:: html

     <a href="concepts-contact-center-management-overview.html">Contact Center</a> 


.. |webex-teams-entitlement| image:: /src/images/webex-teams-entitlement.gif