Customer Dashboard

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.

Create an Account

Log In

Dashboard Overview

Order SBC Licenses

Renew Licenses

Upgrade Licenses

Manage Users

Manage Divisions

[edit]

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

Customer Dashboard: Log In

[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.

Learn more about the Customer Dashboard

[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]

Software licenses can be easily ordered for your SBC products. To order a license:

1. Click the SBC tab.

2. Click the plus sign +.

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

2. Click the check mark.

The new license is displayed in the SBC information table.

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

2. Click the check mark.

• An information window is displayed.
• Fill in the required fields.

3. Click Continue to payment

• A payment information window is displayed.
• Fill in the required fields.

3. Click Pay Now

[edit]

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

2. 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

3. Click the check mark.

• Follow the onscreen instructions to pay for the license.

[edit]

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.

1. Select the FreeSBC license that you want to upgrade to ProSBC

2. 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

3. Click the check mark.

• Follow the onscreen instructions to pay for the license.

[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.

[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.

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