Difference between revisions of "PBXware 6 Apps"

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(Created page with "Apps Apps section will provide overview of gloCOM editions usage per extension, it will enable you to use Templates to apply predefined gloCOM edi...")
 
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==='''Permissions'''===
 
==='''Permissions'''===
  
The ability for an Admin to control gloCOM features globally per system, per edition and also per tenant.
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[[image:CC-Permissions-Section.png|450px|right|Permissions]]
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The 'Permissions' section allows an administrator to control gloCOM features per edition. Once a certain Edition is selected, the permissions can be set accordingly.
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:''For example, if the 'Mobile' edition is selected, an administrator can give or deny permissions for the chat (the Android and iPhone versions of gloCOM GO) by (un)ticking the suitable check box.'' Please refer to the screenshot:
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[[image:ed-mob-MT.png|450px|left]]
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[[image:5-1-permissions.png|thumb|Permissions]]
 
  
 
*'''Edition:'''
 
*'''Edition:'''
  
:*Select the edition to manage
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:Select the specific Edition
:(Dropdown)
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:(Business, Agent, Supervisor, Office, Mobile)
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:(Dropdown menu)
  
 
*'''Permissions:'''
 
*'''Permissions:'''
  
*Enable or disable permissions for the selected edition
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:Enable or disable permissions for the selected edition.
  
 
:*ALL
 
:*ALL
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:*Directory
 
:*Directory
  
:(Select box)
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:(Check box)
  
 
==='''Custom Statuses'''===
 
==='''Custom Statuses'''===

Revision as of 14:27, 22 February 2021

Apps

Apps section will provide overview of gloCOM editions usage per extension, it will enable you to use Templates to apply predefined gloCOM editions permissions per departments or to use Batch Mode to set up gloCOM editions permissions to number of extensions.

Overview

Apps Overview

Overview page displays full list of extensions on your PBXware system and assigned gloCOM editions. This page is added to make editions administration much easier and to help users to make decisions easier in case they need to switch permissions between extensions.

When gloCOM Editions and Modules feature was introduced in PBXware 4.x a lot of previous problems with gloCOM licensing were solved. For example, now you are able to prevent users from switching to gloCOM editions that were not meant to be used with their position in the company, for example, from Business edition to Agent or Supervisor. However, this major feature also created potential problem with migration from older PBXware versions to v 4.x. We were not able to simply disable all editions for all extensions on the system and make administrators work things out immediately after deployment in very short time. On big systems, this would most likely cause service downtime which was unacceptable. Because of this, permissions had to be set to default value "ALL", allowing gloCOM apps to connect to PBXware in same manner as before, allowing administrators to sort permissions later, gradually and without a rush.

Users are able to see mobile devices available on the system as one group of mobile devices. Both “iOS” and “Android” options are merged as single “Mobile Apps” option. This way customer buys "Mobile Apps" subscriptions and connects mobile apps regardless of the platform.

Because of this you should not be concerned in case you see that your license counter for Business edition is showing 17 of 10 (available -7) as displayed in screenshot. This will change to normal values once you sort out permissions on all of your extensions.

Setting gloCOM editions permissions one extension at time would be time consuming process so we decided to create two options of adding permissions to multiple extensions at the same time. To do this, you can use Template page and Batch Mode page.

NOTE: It is now possible for the chat history to be available even if an Extension is deleted. With this improved change, all deleted Extensions will have their data archived, which will ensure that users do not lose the chat history logs but can access them accordingly.

NOTE: In order to provide additional data privacy for all users, the system has undergone a new change. Now, new users whose Extensions are created and share the same previously used Extension number should be able to see CDRs in OSC (Online Self Care) only from the date/time their Extension was created.

(E.g. There is a user with an Extension 100 and he can easily access CDR in OSC. After some time, the Extension 100 gets deleted, and if a new user creates an Extension with the same number 100, he will not be able to see old CDRs of the previous Extension in OSC.)

This privacy improvement will ensure that data and CDRs that once belonged to a specific user stay private and protected. The new user may only refer to his/her current CDRs and avoid confusing it with the previous information.

Templates

Templates

Templates page gives you option to predefine gloCOM editions per Department, and to apply them to all extensions that are members of selected department.


For example, in case you would like to enable all extensions that are members of Sales department to use Business and iOS editions of gloCOM along with CRM module, Select Sales department from the drop down list, uncheck ALL checkboxes in Editions and Modules sections, and select checkboxes for Business and iOS editions, as well as checkbox for CRM module.


Saving these settings will apply these permissions to all extensions that are members of Sales department. In case some of these extensions need additional permissions, you can edit permissions from extension edit page.


NOTE: Saving permissions for selected departments will apply these values to all extensions that belong to that department. Extensions that might have their permissions changed manually after department template was applied will be excluded from future changes made in this manner. If you need to reapply template to some of these extensions, you can do it from Batch Mode page.

  • Department
From the drop down list select department you would like to apply new permissions for.
  • Editions
Select checkboxes for specific gloCOM editions to allow members of selected department to use them, select ALL to apply no restrictions to editions usage.
  • Modules
Select checkboxes for specific gloCOM module to allow members of selected department to use them, select ALL to apply no restrictions to modules usage.

t the moment, CRM is only available module we plan to introduce many new modules in the future.

Batch Mode

Batch Mode

Batch Mode page allows you to add selected set of permissions to specific extensions only, regardless of their department membership. This can be used in situations where selected department members need to use additional gloCOM editions.

There are two distinct scenarios where you could utilize Batch Mode:

  1. To reapply department templates to one or more extension that had their permissions manually changed after department template was applied.
  2. To apply specific set of permissions to multiple extensions, regardless of their department membership.

To apply department specific templates to one or more extensions that are members of several different departments, you can select checkbox next to Use department templates and add a list of extensions you would like to set permissions for in Extensions field. Once you click Save rules should be applied to all extensions from your list.

The only difference in scenario where you do not want to use department templates is that you would create wanted set of rules for editions and templates, add extensions to the list and click save. Make sure Use department templates is disabled as otherwise you will not be able to make selection.

Devices

Devices

Devices page displays full list of all registered devices on your PBXware.

  • Platform
Select to search devices by platform
(E.g. Android, iOS)
  • Search
Search by Extension, Platform, Version
  • Extension
Name and number of extension using device
(E.g. 101(Anthony Smith))
  • Platform
Which platform is device using
(E.g. iOS, Android)
  • Last Update
Time and date when device was last time registered
  • App ID
Unique ID of application
  • Version
Version of registered application
(E.g. 6)
  • Public Key

Permissions

Permissions

The 'Permissions' section allows an administrator to control gloCOM features per edition. Once a certain Edition is selected, the permissions can be set accordingly.

For example, if the 'Mobile' edition is selected, an administrator can give or deny permissions for the chat (the Android and iPhone versions of gloCOM GO) by (un)ticking the suitable check box. Please refer to the screenshot:
ed-mob-MT.png






  • Edition:
Select the specific Edition
(Business, Agent, Supervisor, Office, Mobile)
(Dropdown menu)
  • Permissions:
Enable or disable permissions for the selected edition.
  • ALL
  • Chat
  • Access Codes
  • Phone Do Not Disturb
  • Voicemail
  • Agent Pause
  • OSC
  • QOS
  • Directory
(Check box)

Custom Statuses

Custom Statuses
Add Custom Statuses

This feature allows users to create Custom Statuses tailored specifically to their needs. By enabling this feature, users may select any of the preferred Types as well as customize their messages to provide even more details regarding their Status Type.

(E.g. Enable: Yes, No)
Status Types

When creating Custom Statuses, users may select one of the following Status Types:

  • Available
  • Busy
  • Do Not Disturb
  • Away


Next -> 25. Settings