.. _self-service-and-user-configuration: Self-service and user configuration ----------------------------------- Overview ............. As an administrator, you can: * Configure various aspects of the Self-service interface * Provide user access to Self-service * Configure services for the users as required The table provides a summary of the configurable items for the Self-service interface. Configurable items in the Self-service user interface ....................................................... .. tip:: :ref:`use-action-search-to-navigate-automate` .. tabularcolumns:: |p{4cm}|p{11cm}| +----------------+--------------------------------------------------+ | Task or Item | Description | | | | +================+==================================================+ | | A user can log in to the Self-service GUI if a | | | 'System User' entry exists for the user. A | | | 'System User' entry is created automatically | | | when a user is added as a subscriber. | | | | | | You can grant a user access to Self-service by | | User access | creating a user with a `selfservice` role | | | directly in the system user interface. A user | | | with this role is not able to view devices or | | | any services associated with the devices. | | | Manually added users also cannot view personal | | | information such as first name, last name, | | | address, department, etc. | | | | | | You can also provide an administrator with user | | | access to the Self-service GUI by assigning an | | | Authorized Admin Hierarchy instance to the admin | | | that also includes an administrator role. | +----------------+--------------------------------------------------+ | User | Self-service authentication is controlled by the | | Authentication | administration interface using the same three | | | authentication methods: **Automatic**, **LDAP**, | | | and **SSO**. | +----------------+--------------------------------------------------+ | | The Self-service GUI interface can be branded by | | | configuring Cascading Style Sheets and images | | | and logos. It uses the same theme upload and | | | download interface used for the administrator | | GUI Themes and | GUI. The theme itself however, is different | | Branding | between the administrator and Self-service | | | interface (based on the user role). The log in | | | page theme is also loaded from the URL: | | | | | | https:///selfservice/#/login?theme=mytheme | +----------------+--------------------------------------------------+ | | You can automatically assign a remote | | | destination profile (RDP) to a user so that they | | | can manage their own personal phones and | | | simultaneous ring settings. Select the **User | | | can enable Personal Phone Management (add Remote | | | Destination Profile)** checkbox on the | | | **Personal Phones** tab of **Self-service | | Personal | Feature Display Policy**. | | Phones (Remote | | | Destinations) | If no RDP is associated to the user, the | | | Personal Phones management interface in | | | Self-service is hidden. Multiple RDPs for each | | | user are not supported. The Personal Phones | | | management interface in Self-service is also | | | hidden if a user has more than one RDP | | | associated. | +----------------+--------------------------------------------------+ For more information, see: * :ref:`add-a-subscriber` * :ref:`user-authentication` .. tabularcolumns:: |p{4cm}|p{11cm}| +----------------+--------------------------------------------------+ | Task or Item | Description | | | | +================+==================================================+ | | If a user has a dual-mode device associated, | | Dual-Mode | they can manage the phone number and | | Phones - | simultaneous ring settings for the device. If no | | Mobile ID | dual-mode device is associated, the relevant | | | settings are hidden in the Self-service | | | interface. | +----------------+--------------------------------------------------+ | | Voicemail settings are only visible in the | | | Self-service interface if the user has a voice | | Voicemail | mailbox. Click the **Voicemail** tab of | | | **Self-service Feature Display Policy** | | | to set voicemail settings, notification | | | devices, and SMS Interfaces. | +----------------+--------------------------------------------------+ | | Users can modify their own Passwords and PINs if | | | the Self-service Feature Display Policy is set | | Passwords and | to 'Show' these items. Click the **My | | PINS | Information** tab of the **Self-service Feature | | | Display Policy** page to change this setting. | +----------------+--------------------------------------------------+ | | Users have a link to their Webex server from the | | Link to a | Self-service interface if this item is set to | | WebEx server | 'Show'. Click the **My Information** tab | | | of the **Self-service Feature | | | Display Policy** page to change this setting. | +----------------+--------------------------------------------------+ | Hyperlinks to | | | predetermined | | | objects or | | | items such as | As the administrator, you specify the hyperlinks | | a support site | that appear in the Self-service interface. | | or | | | downloadable | Refer to the Automate "Self-service Guide". | | User Guide | | +----------------+--------------------------------------------------+ | | Displays the call forwarding status of a user's | | | phone lines. You can specify whether Basic or | | Call | Advanced call forwarding is set to 'Show' in | | Forwarding | the Self-service interface. Click the **Call | | | Forward** tab of the **Self-service Feature | | | Display Policy** page to change this setting. | +----------------+--------------------------------------------------+ .. rubric:: Related topics * :ref:`phones` * :ref:`voicemail`