PBX Templates #

This section of the Reseller Portal provides access to configure connections to the PBX or Cloud UCaaS/CPaaS platform which ~.Dimensions.~ requires to monitor call and user data. Connections that are created here can be used as the default connections when creating Customer Accounts, speeding up customer provisioning and helping to minimize input errors.

When creating a PBX Template it is important to use a master API key which will provide ~.Dimensions.~ with the ability to monitor all customer accounts on which the template will be used.

Providing a master key also allows ~.Dimensions.~ to use a single connection (where applicable) to the PBX to monitor data for multiple customers. This will help to reduce the load on the PBX, especially when there are a large number of customers involved.

note

If a master key is not provided to the template then ~.Dimensions.~ will not be able to query the required information for the customer when their account is provisioned.

The table below lists the available PBX connection types. Follow the 'Config' link to view the configuration information required for a specific type:

Type	Description	Configuration Information
~.pbx.kazoo.name.~	A connection for ~.pbx.kazoo.name.~ communications platform.	Config
3CX	A connection for 3CX communications platform.	Config
Teams	A connection for Microsoft Teams communications platform.	Config

When configuring a PBX Template, one of the optional parameters is whether to make the connection 'Default' or not. If a default template is configured, it will automatically be used when creating any new customer tenant, without the user having to select a template during the customer creation process.

If no default template is configured, a specific template must be selected by the user when creating new customer accounts.

note

Only one template can be made default, making a new template default will remove the default option from the previous default template.