Provisioning #
There are 2 ways to provision customer accounts or manage existing ones, through the 'Customers' interface of the Reseller Portal or through the provisioning API.
This section of the documentation outlines how to provision customers through the Reseller Portal. For more information on using the API for provisioning, please refer to the API documentation.
Creating a New Customer #
A new customer account can be created by clicking the '+ Create New Customer' button in the top right of the page. To initially create the account, the following properties are required:
Step 1: Customer Details #
| Detail | Description |
|---|---|
| Name | The name of customer so that they can be uniquely identified. |
| Product Type1 | The product type controls the license level and features that will be available to the customer. |
| Reference | The reference number is a free text field which can be populated with a reference number from a different system. This allows the customer to be more easily identified and will also be provided within billing outputs so that customer usage between systems can be tracked. |
| Country | The country that the customer is located in. This will be used to default localization and number formatting settings. |
| Notes | The notes are a free text field which can be populated with information that may be relevant to other users supporting the customer. |
| Enable Trial Period2 | If available, this option can be used to indicate a customer is trialling the system. For more information, please refer to the Trials section. |
note
These properties can be changed once a customer has been created.
Product Types
Product types (Tenant Profiles) control which features of the ~.Dimensions.~ are exposed to the customer. The product types available vary based on region and PBX connectivity. Please contact your ~.Dimensions.~ sales representative for more information.
note
Different licensing fees may be applied based on the Product Type selected.
warning
Some product types cannot be changed once assigned to a customer. Ensure the correct type is selected when creating a customer.
Reference
The reference number for the customer is a completely free type field which allows an external reference to be assigned to a customer's account. This is designed so that resellers can provide their own reference number for customers making them more easily identified between different management systems.
note
The reference number provided here will be displayed on any invoices received and will also be added to billing outputs, to make sure it is as easy as possible to identify customers. If a reference is not provided, the customer's tenant Id will be provided in invoice and billing outputs.
In-house Demonstration System
Each reseller is entitled to configure a demonstration customer which can be used for internal purposes or customer demonstrations. Once a customer account has been marked as a demo account it will not be charged for as part of the normal billing process.
To enable a customer account as an in-house account, 'Edit' an existing customer account then check the 'In-house System' option on the details tab.
warning
The 'In-house System' is for internal usage only. If you require accounts for customer to trial the system, please speak to your ~.Dimensions.~ account manager.
info
In-house demonstration systems will appear on invoices as zero rated parts.
Step 2: Primary User Details #
Every customer account created requires at least 1 admin user to be created. This user will be given the permission to manage other users on the customer's account. If the primary user is going to be someone who is already configured on the customer's PBX, ensure the same email address is used for them on both systems.
note
The primary user will be sent an invitation email as soon as the customer account has been created.
Step 3: PBX Details #
A PBX connection should now be configured for the customer. If a default PBX Template as been configured then minimal information should be required at this point to setup the customer's connection.
Once the PBX connection details have been provided, ~.Dimensions.~ will connect to the PBX and will discover and sync any users that have been configured. Once the sync has completed, ~.Dimensions.~ will begin monitoring the PBX for calls and agent status.
tip
If the PBX has sub accounts, enabling the 'Auto provision sub accounts' will result in ~.Dimensions.~ monitoring calls on all sub accounts. This must be done when creating the PBX connection.
note
If required, the PBX connection can be created in a 'Disabled' state, this will stop ~.Dimensions.~ immediately connecting and importing users. It can be enabled at a later data when required.
Step 4: Role Assignment #
At this point the customer account should have been successfully created and the data sync between the PBX and ~.Dimensions.~ should be in progress. To complete the provisioning process, user roles and access need to be configured to ensure the customer has access to the features they require.
For information about assigning roles and access, please refer to the Customer Users section.
Managing Customers #
All provisioned customers can be updated by clicking the 'Edit' link against the customer in the Customer Grid.