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PBX customers can create extensions and assign service packages with subscriptions without contacting a service provider. The PortaBilling API allows for creating new extensions while the corresponding accounts are generated automatically in PortaBilling. Service providers can use this feature when creating self-care portals for their customers.

To control the products a specific PBX customer can assign to their extensions, a service provider creates a customer agreement. The agreement contains:

  • the list of the main and add-on products allowed, and
  • the number of accounts that can use a specific product, where 0 (zero) means that the product can be assigned to an unlimited number of accounts.

PBX customers can also block/unblock a specific extension if it is allowed by their customer self-care role. But if the extension is blocked by PortaBilling administrator, the customer cannot manage it.

This is how it works:

Let’s say a service provider has a new PBX customer, ABC. ABC will manage their extensions via a service provider’s self-care portal. According to the customer agreement, the service provider allows ABC to use the following products:

  • The main product, Auto attendant, can be assigned to one extension. The Quantity option is set to 1.
  • The main product, Cloud PBX service, can be assigned to unlimited number of extensions. The Quantity option is set to 0 (zero).Add the main product
  • The add-on product, Call recording, can be assigned to 300 extensions. The Quantity option is set to 300.Add the add-on product

ABC needs to create:

  • the auto attendant and
  • an extension for a new employee, John Doe

To create the auto attendant, the PBX administrator opens the external self-care portal, adds the auto attendant, and assigns the Auto attendant product to it. The account with an universal account role and corresponding assigned Auto attendant product is automatically generated in PortaBilling in the following format:

 ph${i_customer}aa{num} → ph46170aa1

When the PBX administrator assigns a DID number 12094555948 to the auto attendant, the alias with a corresponding DID number is assigned to the ph46170aa1 account in PortaBilling.

Then the PBX administrator creates an extension for John Doe (e.g., 466) and assigns both the Cloud PBX product and add-on product for call recording. The account with a universal account role and corresponding assigned product is automatically generated in PortaBilling in the following format:

 ph${i_customer}x${extension_id} → ph46170x466.
Benefits
  • Service providers save time since they do not receive requests from customers to create accounts for new extensions.
  • Service providers can still control what products their customers assign to new extensions.
  • The PBX customers can add new extensions without asking the service provider to create an account.

Configuration

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To add the main and/or add-on products to a customer agreement, the PortaBilling administrator should perform the following steps:

  1. open the Customer > Finances > Agreement;
  2. click Main products or Add-on products > Add;
  3. select the main or add-on product from the list;
  4. go to the Quantity option and specify the number of accounts this product can be assigned to. To assign the product to an unlimited number of accounts, specify 0 (zero) here.

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