This article describes how to create, manage, and delete Resource accounts, including steps for mass creation and editing settings within a specified administrative platform.
A Resource is treated as a type of virtual user; when created it can be assigned to any devices provisioned in the Device tab, as a User. This allows the device to gain additional features from the Resource:
- Assign multiple Direct Dial Numbers
- Configurable outbound caller ID
- Call Forwarding settings
- Voicemail
- Location of resource: the location carries over to the E911 of the device.
In this article we will cover the following topics:
Create new Resource account
To create a new Resource account:
- As an administrator, log into Control Panel.
- Navigate to Services > UNIVERGE BLUE® CONNECT at the top of the screen.
- Select the Resources & Utilities tab on the left navigation pane.
- Click the
Create green button.
- Choose the Resource option from the drop-down menu.
- Click Proceed button.
- The Create resource page will open. Fill in the information, including:
- Naming your resource
- Setting a location where this fax resource will be used
- Selecting the extension
- Assigning a phone number
- Selecting a billing plan
- Click Create resource.
- Confirm the charges for this operation on the pop-up.
Mass Resources Creation
- As an administrator, log into Control Panel.
- Navigate to Services > UNIVERGE BLUE® CONNECT at the top of the screen.
- Select the Resources & Utilities tab on the left navigation pane.
- Click
Bulk create button to the right of the green Create button. The bulk creation page will open.
- A list of available plan names (a mandatory column in the template) is shown on the Bulk create page to assist with completing the template.
- On the Step 1. Download template section, click on the
Download template button to get the .csv template file.
- Fill out the template with necessary data according to these guidelines and save it
- Type (required): The only accepted values are Resource and Fax resource, in this case use Resource.
- Name (required): It can be anything but avoid special characters. Must be unique.
- Location (required): Use the exact names of the locations. To check the location names, log into your Control Panel, then navigate to UNIVERGE BLUE® CONNECT > Locations.
- Phone Number (required): Must be unique. The phone number must include country code 1 at the beginning of the number, no spaces, no dashes or parentheses (E.164 format). Example: 12342345678.
- Extension (required): Any available extension. Must be unique.
- Plan (required): The accepted values are Resource Line (pay per use) and Resource Line (500 min).
- Voicemail PIN (optional): You can specify the voicemail PIN code for each object. This field can be left blank.
as a .csv file to your computer:
- In the Step 2. Upload file section, click on the Choose file button to upload the completed .csv file.
- Click the Start creation button to initiate the process. A charge confirmation popup will appear, advising that all successfully created resources/faxes will increase monthly charges according to the selected plan. Click Yes, start creation to continue, or click Cancel to go back.
Note: Bulk creation could take some time depending on the number of objects. - The resource creation process will begin, taking you to the Status page. This page contains a table showing all mass operations on the account. To see information about a specific operation, click on the Process drop-down menu and select the operation to view details. Click
Refresh list to update the status.
- If the process takes a long time, or if you need to check the status later, you can find the assignment history under Services > UNIVERGE BLUE® CONNECT > Resources & Utilities >
Creation status.
- Once complete, the results will show either Completed or Done with errors.
- Review the detailed results for a row by clicking anywhere on that row. Click
Download errors to correct mistakes and retry.
Edit Settings / Delete Resource
To access your Resource general settings:
- As an administrator, log into Control Panel.
- Navigate to Services > UNIVERGE BLUE® CONNECT at the top of the screen.
- Select the Resources & Utilities tab on the left navigation pane.
- Click on the Resource name.
- You can change the following settings on the General tab:
- Update the Name
- Change the Extension
- Change or assign Phone Numbers
- Update the payment Plan
- Adjust the Outbound Caller ID
- Adjust the Call Timeout
- Change the Location
- Change the Time zone
- Click the Save changes button to confirm.
To delete a Resource:
- As an administrator, log into Control Panel.
- Navigate to Services > UNIVERGE BLUE® CONNECT at the top of the screen.
- Select the Resources & Utilities tab on the left navigation pane.
- Check the Resource you wish to delete. You can select multiple Resources at the same time.
- Click the red Delete button.