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| - | The Client's interface offers a Web GUI where you are able to manage your accounts, DID numbers and services without the necessity to have to contact your VoIP provider every time you want to edit or add anything on your VoIP account.
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| - | In this guide we will explain what are the elements in this interface and what is the purpose of each.
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| - | == Welcome to your VoIP Interface! ==
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| - | When you log into the interface you will first be re-directed to your Dashboard.
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| - | On the Header of the site you will always see the following elements:
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| - | [[File:Menu_icon.png|none|30px]] '''Menu icon''': By clicking on this you can show or hide the side menu and its elements. <br><br> | + | |
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| - | [[File:Change_accout_button.png|none|100px]] '''Change account button''': This button will give you the ability to switch the current SIP account to another, when you switch the account, it will give you the ability to edit some settings, such as your SIP account password, Caller ID, Music on hold and more.*
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| - | This is only available if your provider gives you access to this function in your package. If it not available, you may have not access to it and need to contact your provider in order to make changes to your account.
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| - | [[File:Change_account_prompt.png|none|500px]] <br>
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| - | [[File:Account_status.png|none|50px]] '''Account Registration Status''': You will be able to see if your SIP account is currently registered to the SIP Server. If your account have been configured to use a SIP username and password to your device, a registration state will be shown in color green, otherwise, will be red.
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| - | If your device has been configured to use an IP Authentication method, you will not be able to the registration state of this device.
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| - | === Dashboard ===
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| - | The dashboard page is an area where your provider can give you some important information regarding your service, portal or other.
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| - | [[File:Dashboard_client_interface.png|thumb|none|600px]]
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| - | '''Package name''': Set a package name.
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| - | '''Outbound Markup''': Here you set the benefit you want to have on the calls that your clients make, you can set a fixed amount or a percentage, for this example if you set a 20%, your package will be set as follows ([cost rate] + $ fixed amount) + 20 %.
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| - | Example : for 1 cent per minute, the sell rate will be (0.01 + 0.0000) + 20 % = 0.012
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| - | '''Pulse''': This is the charge increments that you will use for this package. For example, a pulse of 60 will make calls charged by the minute. You can read more about this in our [[Calls Cost]] article.
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| - | '''Canada Route & International Route''': These are the routes that the package will use on outgoing calls. For more information between the differences between Value and Premium, please read our article [[Value vs Premium]]
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| - | '''Voip.ms to Voip.ms Calls''': This option will make it so calls between VoIP.ms DID numbers are free. Applies to calls to USA and Canada VoIP.ms Numbers.
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| - | Under the '''Fees''' Tab you will be able to enter a value that you would charge as monthly base rate and a setup rate when connecting the package to a client.
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| - | The '''Free Minutes''' Tab will let you set a total of free calls, inbound & outbound for the package. If a vlue is entered in this field, the client will have free minutes (inbound & outbound calculated) up to the number of minutes entered here. Free minutes will be calculated from the invoice date for the package and will be calculated in total rounded minutes( for example, 3 minutes 11 seconds will be calculated as 4 minutes). The destinations added to the ''Free Zones'' at Reseller > Manage Rates & Packages > Edit Rates > Manage free zone will be able to spend these Free Minutes.
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| - | The '''Reseller System Configuration''' tab offers several advanced options for the package:
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| - | * '''User can edit Sub Account''': If enabled, the end user will be able to modify details of the sub account such as Password, Device Type, Authentication Type, CallerID Override, Music On Hold, Allowed Codecs, DTMF Mode and NAT.
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| - | * '''Type of Configuration''': This option determines the configuration of the services that will be shown in the Reseller Customer Portal. If the Default Configuration is set, the Services displayed will be the ones configured at Reseller > Client Branding and Access > Services tab. If the 'Package Configuration' is set, you will be able to set them in the Services section below.
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| - | * '''View Setting''': You can set if you want to display the information in the Client Interface on ''Simple View'' or ''Standard View'' here. Simple View is a feature that allows you to show your voipinterface.voip.ms client inferface in a simpler way to your clients. This changes the balance owned to amount due, and hides some features like :
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| - | **Call Types (busy, answered, failed & noanswer) filters in the CDR
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| - | **This month and today`s amount spent on the Balance page
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| - | **Services specific information (Register type, Allowed codecs, etc) on the services page
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| - | **And some other information that would not be useful for "vonage style" clients
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| - | * '''Services''': In this section you can select which services will be available and which services will not be available for your customers, if you are using the "Package Configuration" option in the Type of Configuration section. (These Options are only available in the New Version of the reseller system)
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| - | === Edit Rates ===
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| - | If you want to set different rates depending on the destination of the call, you can do this on the Edit Rates section from the package, all the custom rates you enter there will override the global markup. You can set a custom rate for all the calls to USA or Canada, by country or Calling code.
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| - | [[File:EditRatesPackage_en.png|thumb|none|600px]]
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| - | You can also set your '''Free Zones''' here, which will be the destinations that will be included in the Free Minutes offered in the package.
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| - | [[File:FreeZoneCAPen.png|thumb|none|600px]]
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| - | '''CAP''': ''Add call codes under a desired rate'' : This option allows you to specify a rate per minute, ''e.g. $0.10'',
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| - | This will add all the destinations/area codes (local or international) that have a per minute rate equal or below $0.10 as free destinations.
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| - | Note that you can subsequently delete some area codes in the left panel.
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| - | == Manage your clients ==
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| - | Now that you have a package, you need to add a client, this section will focus on how to create a client and associate it with a [http://wiki.voip.ms/article/Sub_Accounts sub account], as well as adding payments and charges for each client, assigning a DID number and also the proper way to delete a client account that is not longer needed.
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| - | [[File:ManageClientsAccounts.png|thumb|none|600px]]
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| - | === Adding a client ===
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| - | From the customer portal go to Reseller menu >> Manage Clients acct >> Create a new client account.
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| - | [[File:CreateClient.png|thumb|none|600px]]
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| - | Fill the form with the client information and choose between soft and hard balance, when finished click on create account. A customer in HARD balance will be suspended if he is on zero or negative balance, while a customer in SOFT balance will be able to keep making use of the service even if their balance is zero or negative.
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| - | On the Manage section, you can add a new package or a DID number. To add numbers to your clients you need to order the number from your Customer Portal first. Don't forget to set a Per Minute rate and/or Monthly fee for your number, as incoming calls are charged independently from the outgoing calls.
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| - | Once the client account has been created, you will need to create a [http://wiki.voip.ms/article/Sub_Accounts sub account] for it as well.
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| - | Go to Sub accounts menu >> Create Sub account. During the Sub Account creation process, you will reach the Reseller configuration section, here you can choose:
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| - | [[File:ResellerConfiguration.png|thumb|none|600px]]
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| - | *Reseller client
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| - | *Reseller client Package
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| - | *Next Billing date
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| - | *And if you decide to charge the set up fees now, make sure to check the appropriate box.
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| - | If you already have a [http://wiki.voip.ms/article/Sub_Accounts sub account] created, you can modify it at Sub Accounts >> Edit Sub Account >> Manage and add a package there.
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| - | === Delete a client ===
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| - | You can delete a client on the Edit section from the Client's account, however note that before doing this you need to be sure to unconnect any package or DID number related to the client, you can do this from the Manage section on Client´s account.
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| - | === Adding Payments manually ===
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| - | You can add payments manually from the customer portal >> Reseller menu >> Manage Clients acct >> Manage Client, then select the Payment button under the Balance panel.
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| - | === Add Charges manually ===
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| - | You can add charges manually from the customer portal >> Reseller menu >> Manage Clients acct >> Manage Client, then select the Charge button under the Balance panel.
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| - | [[category:guides]]
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