Customers and users

The Customers page lists your customers. New customer creates one: its name and its domain, the customer’s SIP domain name (for example client.operateur.exemple). The domain can no longer change afterwards: the phones register to it.

A customer’s page brings together:

• Users: Add a user with their name, email address, role (customer admin or user) and, if they have a phone, their extension number (2 to 8 digits). They receive their invitation by email; Resend invitation sends them a new one (expired link, forgotten password). Manage changes their name, address and role, disables them or deletes them along with their extension (see Team). Each extension shows its phone (connected or not), its caller ID and its restrictions (premium-rate, international, all outgoing).
• Numbers: the customer’s numbers and their destination (see Numbers).
• The customer’s Call flow and Call log, as its customer admin sees them.
• Replay publication: rewrites the published call flow into the phone server, without a new version. Useful for diagnostics, when a call does not follow the call flow shown.
• Subscription: see below.

A user who has lost their second factor: Manage, then Reset two-step verification; they will set up a new one at their next sign-in. Only an account of the level above can do it. The assistant does not do it: account security stays closed to it.

The other admins of your reseller are added from the Users page (see Resellers and team).

Customer’s space (admin mode)

Open the customer’s space, on its page, shows the portal as the customer’s administrator sees it: its menu (home, call flow, team members, call log, voicemail…) and its whole PBX, to understand what they see or help them. A red banner reminds you: you act with your own rights, and each action stays in your name in the audit log. Switch customer… goes to another customer’s space, on the same page; Leave the customer’s space goes back to its page.

A customer’s subscription

The Subscription card on the customer’s page:

• Rename: the customer’s name (company name); its domain does not change.
• Suspend: its accounts can no longer sign in, its API keys no longer work, its phones no longer register and its numbers no longer ring. It no longer counts towards the license. Everything stays in place: Reactivate restores the service as it was. In the customer list, it is marked “suspended”.
• Terminate: permanent. Extensions, voicemail and messages, call flow, recordings, announcements, directory, accounts and API keys are deleted. Remove its numbers first (they go back to the pool); a customer with a trunk is terminated after the operator deletes the trunk. The audit log and the calls of past months remain available in the exports.

A customer admin can neither suspend nor terminate their own customer.