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2.1 Accounts creation

Once you have almost one group you can fulfill it with SIP Accounts. In the Group List (PSOM 1.0 Groups) click on the Accounts icon on the right of each group's row. 

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Each one is going to be detailed in the next paragraphs.

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2.1.1 Create a new account, the wizard way (automatic activation)

The "wizard way" is the new method for creating accounts. It's made for easing the load on the service manager's shoulder, letting him/her focusing on the service configuration without having to bother about the installation and configuration of the client.

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Warning
In the "wizard way" the user's account are DISABLED until the automatic activation is performed!

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2.1.

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2 Create a new account, the plain way (manual configuration)

The "plain way" is a completely manual creation of the account. In this way you control any feature of the account, but you also need to configure the user's client manually. This way is the opposite of the automatic activation.

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You can create both PGSM (

Brand
brand client

) or SNOM accounts and they do differ a while.

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2.1.2.1 PGSM

Subtitle
Prefix figure SubtitleText Sip Account creation form AnchorName account creation form

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Note
It's still possible to perform an Automatic Activation or to send the installation URL on iPads or devices without phone features using the Provisioning Messages.

Account Type

• To configure a

  Brand
  brand client

  account select "PGSM" by the drop down menu in "Account Type".

• To configure a SNOM account select "SNOM" by the drop down menu in "Account Type".

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Info

Some example for using the secondary phone number are this scenarios: User changes his own mobile phone number. Using secondary number it is possible to configure the NEW number as primary and the OLD number as secondary. The user will be able to receive secure calls dialed both on his NEW and OLD number. User install Brand brand client client on his business phone, but his colleagues could call him both using business and private phone numbers. Using secondary number it is possible to configure the BUSINESS number as primary and the PRIVATE number as secondary. The user will be able to receive secure calls dialed both on his BUSINESS and PRIVATE number. More often that you could expect, users initiate secure calls using the wrong number, complaining about "it does not work".

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2.1.

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2.2 SNOM

In the Account List page (

Xref
AnchorName sip users table

) you can see an empty list of accounts. To create a new Sip User you have to click on the New Account button in the top of the page.

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Tip
title EXAMPLE
You may have multiple rules for masking traffic. Combining together the Deny and the Permit option let you have a fine grain rule of access for any single user's account. Please keep in mind that the access rules are processed from the first to the last, meaning that the Deny will be used first and then will be analyzed the Permit one. So:   Deny: 0.0.0.0/0.0.0.0   Permit: 216.27.242.66/255.255.255.255  Deny every address except for the only one allowed.

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2.1.2.3 Actually create the Account

After you filled in the form (either the PGSM or the SNOM one), please click on the Create icon at the page's bottom. 

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To use the automatic activation even in the plain way go reading the 1.1.4 Automatic Activation.

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2.1.3 Create a new account, the batch way

The "batch way" is an account creation mode designed specifically for large number of users to be created quickly.

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Once you've done you can choose whether to manually activate the user or to lean on the automatic activation.

Anchor
account_details account_details

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2.1.4 Account's details

The figure 

Xref
AnchorName new sip account

 shows the last step of the procedure for account creation, but it's the same view you can get clicking on the Details link in the first column of the account's list (as in 

Xref
AnchorName sip users table

. 

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It's also possible to Edit the account's settings (more about this in the paragraph 1.1.2), Refresh account's data (which is proved to be quite useful to monitor the Text Messages status, like the Installation clicked) or simply Delete (paragraph 1.1.3) the account itself. In the following paragraphs you'll read more about account's management.

Anchor
account_update account_update

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2.2 Update the Account

To change the SIP Account values you need to reach the form showed in

Xref
AnchorName show_account_configuration

, which has been explained in the paragraph 1.1.1.4. Once there, you can just press the Edit button at the bottom.

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As shown in 

Xref
AnchorName account_updated

 the Web Console would warn you after the updated was processed. You can check the changes clicking on the Configuration tab.

Anchor
account_delete account_delete

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2.

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3 Delete the Account

In order to delete the account you have to access at the account details as described in paragraph 1.1.1.4. You have to get the Configuration details as in 

Xref
AnchorName show_account_configuration

. At the bottom of the details window you can see a Delete button that's what you're looking for.

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Once you're done, by pressing the "Ok" button, the Account List page will be shown up without the Account and with a warning: see 

Xref
AnchorName account deleted

Anchor
automatic_activation automatic_activation

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2.4 Automatic Activation of the Account

After you created your new account(s) you have to configure the customer's client application

Brand
brand client

. In the wizard way it's MANDATORY to use the automatic activation in order to enable the account.

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Tip
You can check if the customer is connected using the "Registered Clients" menu.

Anchor
account_disable account_disable

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2.

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5 Disabling/Enabling an Account

If you need to temporary block any account in both directions so that he cannot place or receive calls, then you can just disable him. When a disabled account tries to perform secure voice actions a proper audio message is played warning about the account' status.

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Just press it and it will change as in 

Xref
AnchorName account_disabled

. In order to enable the Account again you just have to press the Enable account and check the link and the related icon are changed again to the default.

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2.6 Searching an Account

You can search search a group's accounts with the search box on the menu bar of the Account list page.

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Info
The search engine is based on Apache Lucene; see "Query Parser Syntax" for a detailed description of the full syntax of search queries. The field names that can be used in search queries are owner, username, callerid, email and description.

Anchor
licencing licencing

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2.7 Licensing

All licensing system now in managed trough user account by accessing 

Xref
AnchorName new sip account

.

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