Customers Overview #
The Customers resource allows for the management of Customer tenants. The base URI for all request is:
/{VERSION}/accounts/{ACCOUNT_TENANT_ID}/customers/{CUSTOMER_TENANT_ID}
Customers Schema #
Customers represent a tenant on the system that end Users can be assigned to via the API.
| Key | Description | Type | Default | Required |
|---|---|---|---|---|
| id | The unique Customer identifier | string | (auto generated) | Yes (not create) |
| name | A short Customer name | string[100][100] | ||
| description | A longer descriptive name for the Customer | string[200][200] | ||
| reference | A service provider Customer reference | string[200][200] | ||
| dateCreated | The date and time the Customer was created | Datetime | ||
| parentTenantId | The id of the parent tenant | string | (auto generated) | |
| enabled | Indicates if this Customer is enabled. When a Customer is enabled the Pbx connection will be started and the email invitation sent out to each user with Website User access | boolean | false | |
| timezone | The default IANA timezone | string[40][40] | Inherited | |
| countryCode | The default country code using ISO 3166 standard | string[5][5] | Inherited | |
| features | Collection of licenced features | licenced features | Inherited | |
| pbxConnectionProfiles1 | The PBX configuration details | array(pbxConnectionProfile) | ||
| syncAcdAgentWithPbx2 | Indicates whether users should automatically be enabled for the ACD role if they are configured as an ACD agent on the PBX | boolean | false | |
| sendNewUserEmail | This controls whether the new users will be sent welcome emails or not. | boolean | true | |
| sendConnectWelcomeEmail | This controls whether new ~.UcClient.~ client users will receive a welcome email or not. | boolean | true | |
| tenantProfileType | The id for the Tenant Profile which will be assigned to the customer | string | Inherited | |
| trialDuration2 | Indicates if the customer is trialling the system and if so for how many days | integer | 0 |
Licenced features #
| Key | Description |
|---|---|
| agent | Controls access to the ACD Agent Add-On role. 0 is disabled |
| device | Controls access to the Real-Time Client device licence, i.e. FireTV client. 0 is disabled. |
Available Interfaces #
| Interface | Description |
|---|---|
| Get All | Returns a collection of all customers. |
| Get Customer | Returns a specific customer instance. |
| Create Customer | Creates a new customer instance. |
| Patch Customer | Updates an existing customer instance. |
| Delete Customer | Removes an existing customer instance. |
Customer Metrics #
The following items list all the licence metrics that can consumed by a customer:
| Portal Name | Key | Description | |
|---|---|---|---|
| Essential User | customer.user.pbx1 | Essential user licence, provides reporting on a users calls and access to the ~.UcClient.~ Desktop (previously Call Logging). | |
| ~.UcClient.~ Desktop | customer.user.uc | UC role, provides the user with access to the ~.UcClient.~ Desktop client | |
| Professional User | customer.user.uc.remote | The professional user licence provides access to the ~.UcClient.~ softphone (and ~.UcClient.~ Mobile if applicable) | |
| Agent User Add-On | customer.user.acd | ACD agent licence | Provides access for ACD agent tracking for reporting and ACD controls from ~.UcClient.~ Desktop |
| ~.UcClient.~ CRM User Add-On | customer.user.crm | Provides access to ~.UcClient.~ CRM clients (Salesforce, Dynamics 365 etc.) | |
| Reports Supervisor | customer.user.supervisorl1 | Provides access to historical reports | |
| Analytics Supervisor | customer.user.supervisorl2 | Provides access to historical reports and dashboard | |
| Live Analytics Supervisor | customer.user.supervisorl3 | Provides access to live call analytics | |
| Contact Centre Supervisor | customer.user.supervisorl4 | Provides access to live call analytics plus agent status and control. | |
| Insights Supervisor | customer.user.supervisorl5 | Provides access to real-time call analytics | |
| Live Analytics Wallboard (FireTV) | client.firetv | Client device licence, i.e. FireTV client |
Customer Trials #
If available on the reseller's account, the TrialDuration property can be used to allow a new customer to trial the ~.Dimensions.~ system. While trialling the system, no charges for the customer will be incurred.
The maximum duration permitted for the TrialDuration will differ by reseller. Please contact your ~.Dimensions.~ account manager for more information.
note
Passing 0 as the TrialDuration property will indicate that the customer is not trialling the system.
warning
If a customer is not terminated before the end of the trial period, they will start to be invoiced as a normal customer.