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{{DISPLAYTITLE:Customer Dashboard}}
{{DISPLAYTITLE:Customer Dashboard User Guide}}


__NOTOC__
__NOTOC__


The Telcobridges Customer Dashboard enables you to order new licenses for one or more of your products as well as upgrade existing licenses. From this one Customer Dashboard you can view all of your product licenses and manage them from one spot. To learn more about the Customer Dashboard, select from the topics below.
{{#ev:youtube|https://www.youtube.com/watch?v=0UBxI4QA8Ns|300|right}}
 
 
 
 
 
The Telcobridges Customer Dashboard enables you to order new licenses for one or more of your products as well as upgrade existing licenses. From this one Customer Dashboard you can view all of your product licenses and manage them from one place. To learn more about the Customer Dashboard, select from the topics below, or watch our tutorial at right.
 




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=Create an Account=
=Create an Account=
First, connect to the [https://dashboard.telcobridges.com/ Customer Dashboard]<br>
To access the Customer Dashboard you need to apply for an account. Follow these steps to create an account:<br>
To access the Customer Dashboard you need to apply for an account. Follow these steps to create an account:<br>


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[[Image:CreateAccount_6.png|600px]] <br><br>
[[Image:CreateAccount_6.png|600px]] <br><br>
'''{{#switchtablink:Log In|Customer Dashboard: Log In}}'''


=Log In=
=Log In=
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[[Image:LogIn_2.png|600px]] <br><br>
[[Image:LogIn_2.png|600px]] <br><br>
'''{{#switchtablink:Dashboard Overview|Learn more about the Customer Dashboard}}'''


=Dashboard Overview=
=Dashboard Overview=
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[[Image:Overview_1.png]]
[[Image:Overview_1.png.png]]




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[[Image:Overview_7.png]]
[[Image:Overview_7.png]]


=Order SBC Licenses=
=SBC Licenses and Support=
 
Software licenses can be easily ordered for your SBC products. To order a license:
 
 
1. Click the '''SBC''' tab.
 
2. Click the plus sign '''+'''.
 
[[Image:OrderSbc_1.png]]
 
 
 
'''Ordering a FreeSBC License'''
 
There is no fee associated with a FreeSBC license; it includes up to a maximum of 50 sessions, but it does not provide any support or other features that are offered with ProSBC.
 
 
1. Fill in the following fields:
* Location: The location in which the FreeSBC is being used
* Owner Name
* License: Select '''FreeSBC'''
* Sessions: A range from 1 - 50
 
[[Image:OrderFreeSbc_1.png|border|400px]]
 
 
2. Click the check mark.
 
The new license is displayed in the SBC information table.
 
[[Image:OrderFreeSbc_2.png|Border]]
 
 
 
 
 
'''Ordering a ProSBC License'''
 
There is a fee associated with a ProSBC license; however, the number of session that you can purchase is virtually limitless, and you can choose to purchase 24/7 support, high availability, and integration with Microsoft Teams.
 
 
1. Fill in the following fields:
* Location: The location in which the ProSBC is being used
* Owner Name
* License: Select '''ProSBC'''
* Provide a PO Number
* Select the number of years. (One year minimum)
* Sessions: Starts from 500 sessions per year
* Select options as required
** 24/7 Support
** High Availability
** Microsoft Teams integration
 
[[Image:OrderProSbc_1.png|border|400px]]
 
 
2. Click the check mark.
* An information window is displayed.
* Fill in the required fields.
 
 
[[Image:OrderProSbc_2.png|border|900px]]
 
 
3. Click '''Continue to payment'''
* A payment information window is displayed.
* Fill in the required fields.
 
[[Image:OrderProSbc_4.png|400px]]
 
 
3. Click '''Pay Now'''
 
=Renew Licenses=
Product licenses have an expiration date. You decide whether you will purchase a one=year license or longer. When the license comes up for renewal, it will display a notification in the dashboard.
 
 
1. Select the FreeSBC license that you want to upgrade to ProSBC
 
 
[[Image:RenewLicense_1.png|border]]
 
 


2. Fill in the following fields:
Licenses and support are managed from the Customer Dashboard. Just accessing the SBC information tab enables you to view the status of your product licenses and support options. From this view, you can purchase new license and support. As licenses come up for renewal, you can easily renew them from the same information window. You can also upgrade existing FreeSBC Licenses to ProSBC licenses, thereby enabling you to increase the number of sessions for your SBC product and opting in for support. Once you obtain a license, you upload it to your system.
* Location: The location in which the ProSBC is being used
* Owner Name
* License: Select '''ProSBC'''
* Provide a PO Number
* Select the number of years. (One year minimum)
* Sessions: Starts from 500 sessions per year
* Select options as required
** 24/7 Support
** High Availability
** Microsoft Teams integration




[[Image:RenewLicense_2.png|border|400px]]
{| cellpadding="5" border="1" class="wikitable"
|-
! width="200" style="background: rgb(239, 239, 239) none repeat scroll 0% 0%; -moz-background-clip: border; -moz-background-origin: padding; -moz-background-inline-policy: continuous;" |New Orders
! width="200" style="background: rgb(239, 239, 239) none repeat scroll 0% 0%; -moz-background-clip: border; -moz-background-origin: padding; -moz-background-inline-policy: continuous;" |Renewals
! width="200" style="background: rgb(239, 239, 239) none repeat scroll 0% 0%; -moz-background-clip: border; -moz-background-origin: padding; -moz-background-inline-policy: continuous;" |Upgrades
! width="200" style="background: rgb(239, 239, 239) none repeat scroll 0% 0%; -moz-background-clip: border; -moz-background-origin: padding; -moz-background-inline-policy: continuous;" |Uploading Licenses
|-
| valign="top" |


[[Customer Dashboard:Order_FreeSBC_License_A|Order FreeSBC License]]


3. Click the check mark.
[[Customer Dashboard:Order_ProSBC_License_A|Order ProSBC License]]
* Follow the onscreen instructions to pay for the license.


| valign="top" |


=Upgrade Licenses=
[[Customer Dashboard:Renewing_SBC_License_A|Renewing a FreeSBC/ProSBC License]]
A FreeSBC license can be easily upgraded to a ProSBC license, enabling you to increase the number of sessions you require for your application. You can also choose to purchase 24/7 support, high availability, and integration with Microsoft Teams.


| valign="top" |


1. Select the FreeSBC license that you want to upgrade to ProSBC
[[Customer Dashboard:Upgrading_FreeSBC_License_A|Upgrading a FreeSBC License]]


| valign="top" |


[[Image:UpgradeFreeToPro_1.png|border]]
[[Toolpack:Uploading_a_License_B|Uploading a License]]


|}


=Tmedia Support=


2. Fill in the following fields:
{| cellpadding="5" border="1" class="wikitable"
* Location: The location in which the ProSBC is being used
|-
* Owner Name
! width="200" style="background: rgb(239, 239, 239) none repeat scroll 0% 0%; -moz-background-clip: border; -moz-background-origin: padding; -moz-background-inline-policy: continuous;" |Order Support
* License: Select '''ProSBC'''
! width="200" style="background: rgb(239, 239, 239) none repeat scroll 0% 0%; -moz-background-clip: border; -moz-background-origin: padding; -moz-background-inline-policy: continuous;" |Activate Spare Device
* Provide a PO Number
* Select the number of years. (One year minimum)
* Sessions: Starts from 500 sessions per year
* Select options as required
** 24/7 Support
** High Availability
** Microsoft Teams integration


|-
| valign="top" |


[[Image:UpgradeFreeToPro_2.png|border|400px]]
[[Customer Dashboard:OrderTmediaSupport_A|Order Tmedia Support]]


| valign="top" |


3. Click the check mark.
[[Customer Dashboard:Spare_Device_ Activation_A|Activating a Spare Device]]
* Follow the onscreen instructions to pay for the license.


|}


=Manage Users=
=Manage Users=
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=Manage Divisions=
=Manage Divisions=
Users can be added to the Customer Dashboard by sending them an invitation. To add a user:
Divisions can be added to the Customer Dashboard. To add a division:




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3. Fill in the following fields:
3. Fill in the following fields:
* Name: The location in which the FreeSBC is being used
* Name: The name of the division
* Email
* Territory
* Roles: Select from a list of choices
* Country
* Division: Assign the user to a division, if applicable.
* State/Province
* Street Address
* City
* Zip Code/Postal Code
 


[[Image:Divisions_2.png|border|400px]]
[[Image:Divisions_2.png|border|400px]]
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2. Click the check mark.
2. Click the check mark.


The new user is displayed in the Users information table.
The new division is displayed in the Divisions information table.


'''Note:''' The user is not yet activated and will need to follow the instructions sent in the invitation email.


[[Image:Divisions_3.png|Border]]
[[Image:Divisions_3.png|Border]]




[[Image:Divisions_4.png|Border]]
'''Note:''' A user can be added to a division. Just go to the '''Users''' tab, select the user and add the divisions.
[[Image:Divisions_4.png|border|400px]]
<headertabs/>
<headertabs/>

Latest revision as of 12:05, 30 January 2023



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The Telcobridges Customer Dashboard enables you to order new licenses for one or more of your products as well as upgrade existing licenses. From this one Customer Dashboard you can view all of your product licenses and manage them from one place. To learn more about the Customer Dashboard, select from the topics below, or watch our tutorial at right.



[edit]

First, connect to the Customer Dashboard
To access the Customer Dashboard you need to apply for an account. Follow these steps to create an account:


1. Click Create an account



2. Provide the following identification information:

  • Full name
  • Email
  • Password
  • Phone number
  • Click Next



3. Enter information about your company.

  • Click Next



4. Enter information about yourself.

  • Click Register



5. An account creation message is displayed.

  • Click Ok



6. When you receive an account activation email, it provides you with a link to complete the verification of the account.

  • Click the link provided in the email.


7. An account activation confirmation window is displayed.

  • Click Login



[edit]

To Log into the Customer Dashboard, proceed as follows:


1. Enter your email and password.

  • Remember that this is the same email and password you used when your account was first created.
  • Click Log In



The Customer Dashboard is displayed.



[edit]

The Customer Dashboard presents groups your product information into categories under a series of information tabs at the top of the dashboard. This categorization enables you to quickly access the information views you need. The information tabs are:

  • SBC: Manage your SBC software licenses.
  • Tmedia: Manage your Tmedia software licenses.
  • Users: Add other users to the dashboard. These users will administer product licenses too.
  • Divisions: Used to limit access to specific devices and licenses for a user. Each user can have access to a specific Division, or everything related to the customer. Create divisions for your organization.



In any one of these information views, you can change the sort order of a column by clicking the column header.


You can also filter any view by clicking the filter option ... on any header. By default it is set to includes and entering a filter criteria includes only those matching rows. You can also change the filter options.


SBC Information Tab


Tmedia Information Tab


Users Information Tab


Divisions User Tab

[edit]

Licenses and support are managed from the Customer Dashboard. Just accessing the SBC information tab enables you to view the status of your product licenses and support options. From this view, you can purchase new license and support. As licenses come up for renewal, you can easily renew them from the same information window. You can also upgrade existing FreeSBC Licenses to ProSBC licenses, thereby enabling you to increase the number of sessions for your SBC product and opting in for support. Once you obtain a license, you upload it to your system.


New Orders Renewals Upgrades Uploading Licenses

Order FreeSBC License

Order ProSBC License

Renewing a FreeSBC/ProSBC License

Upgrading a FreeSBC License

Uploading a License

[edit]
Order Support Activate Spare Device

Order Tmedia Support

Activating a Spare Device

[edit]

Users can be added to the Customer Dashboard by sending them an invitation. To add a user:


1. Click the Users tab.

2. Click the plus sign +.


3. Fill in the following fields:

  • Name: The location in which the FreeSBC is being used
  • Email
  • Roles: Select from a list of choices
  • Division: Assign the user to a division, if applicable.


2. Click the check mark.

The new user is displayed in the Users information table.

Note: The user is not yet activated and will need to follow the instructions sent in the invitation email.

Border

[edit]

Divisions can be added to the Customer Dashboard. To add a division:


1. Click the Divisions tab.

2. Click the plus sign +.


3. Fill in the following fields:

  • Name: The name of the division
  • Territory
  • Country
  • State/Province
  • Street Address
  • City
  • Zip Code/Postal Code



2. Click the check mark.

The new division is displayed in the Divisions information table.


Border


Note: A user can be added to a division. Just go to the Users tab, select the user and add the divisions.

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