Agreement

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PBX customers can create extensions (accounts) and assign products with subscriptions on the self-care portal without your assistance. To control the products available for a PBX customer, create a customer agreement. The agreement allows limiting the list of main and add-on products that a specific PBX customer can assign to their extensions. So, when the PBX admin opens the self-care portal to add an extension, they can see and assign only products allowed within the agreement. For more information about agreements, refer to Enabling product self-activation by a customer.On this tab, you can manage the list of allowed products and set the number of accounts that can use a specific product.

To view all products of a specific type in the agreement, select the product type (main or add-on) and click Search.

To add another main or add-on product to the agreement, click + Agreement item.

Manage customer agreement

For each product in the agreement, the following information is displayed:

Actions

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To change the product, click Edit Edit icon.

To remove the product from the agreement, click Delete delete.

Name

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The product name. Click on it to open the product details.

Name visible to end users

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The product name that is visible to end users.

Product type

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The product type (main or add-on).

Quantity

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The number of accounts that can use the product.

Accounts with the product

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Shows how many accounts already have this product assigned.

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