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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, an administrator creates 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 administrator 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 Extension management API for customer portals.

On this panel, you can manage the list of allowed products and set the number of accounts that can use a specific product.

Agreement list

To change the product in the agreement, click Edit Edit. To remove a product from the agreement, click Delete delete.

Name

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The product name. Click Show link to open the product details.

Name visible to end users

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A product name that is visible to end users.

Quantity

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The number of accounts that can use a specific product. Under the field, you can see how many accounts that have already assigned this product.

How to add a main/add-on product to the agreement

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To add a Main product or an Add-on product to the agreement, click on the corresponding tab and click Add.

Add agreement

Main/Add-on product

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Select a product from the list.

Name visible to end users

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Shows the product name visible to end users.

Allowed accounts

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  • To limit the number of accounts that can use a specific product, specify the value in the Quantity field.
  • To allow assigning the product to an unlimited number of accounts, select Unlimited.

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