2 Accounts

The Accounts Dashboard page is only accessible to Oracle® Intelligent Communication Orchestration Network subscribers who purchased the Managed Service Provider SIP Trunk License. The Accounts Dashboard is the landing page when those subscribers log in.

Accounts Page Display and Operations

When you log in with the Managed Service Provider SIP Trunk license, Oracle® Intelligent Communication Orchestration Network displays the Accounts Dashboard page with information about your sub-accounts (customers) and controls for adding and editing your customer accounts.

The following screen capture shows an example of the Accounts Dashboard.

This screen capture shows an example of the Accounts Dashboard.

Table 2-1 Table Columns

Column Name Description
Account Name The name you configured for the account is a link to the Service page for that account.
Account Number The number Oracle Communications Intelligent Orchestration Network Cloud Service set for the account during account creation.
Services The number of services assigned to the account.
Status Active | Suspended
Actions Edit | suspend | Reactivate

Table 2-2 Search Filtering

Control Description
Search Use to find a customer account by name or number.
Status Search Filter Use to narrow your search by status. Statuses include Active | Canceled | Suspended. Default: Active.

At the top of the page, the account switcher drop-down list displays the name and identification number of your account followed by a list of your sub-accounts. The drop-down list shows the status of each sub-account account in addition to the name and account number.

This screen capture shows an example of the accounts switcher drop-down list.

Status Indicators
  • Green circle with the check mark—Active
  • Orange warning triangle with an exclamation mark—Suspended
  • Red circle with the X character—Canceled

When you click the name of an account, Oracle® Intelligent Communication Orchestration Network displays the Services page. To navigate back to the Accounts page, click the name of your account located at the top of the account switcher. When you navigate to a sub-account, the main navigation menu displays Customer navigation pages (Services, Numbers, and Sites). The only way to navigate back to the Accounts page is to use the Account Switcher.

Actions on the Accounts Page

Oracle® Intelligent Communication Orchestration Network provides the following actions for managing accounts. Click the ellipsis in the Actions column at the end of the row in the Customers table for the customer you want to affect to view the actions menu.

Add Account—Opens the Add Account drawer, where you specify the account details such as the Company Name and Company Address.

Edit—Opens the Customer Account drawer where you can update the Company Address information.

Sub-Account Suspension

With the Managed Service Provider (MSP) SIP Trunk license, you can create sub-accounts in your Oracle® Intelligent Communication Orchestration Network tenancy for managing your customers. When necessary, you can suspend a customer's account. For example, you might suspend a customer's account when the contractual expiry date passed without renewal but you don't yet want to terminate the account.

Account suspension is a reversible process that instantly blocks all service activity (both incoming and outgoing) for the account until you reactivate the account. When you reactivate the account, badges throughout the User Interface turn green and all operations are restored.

To Suspend a Customer Account
  • Go to the Accounts page and click the action ellipses on the customer's account listing. Select Suspend and confirm.
What Happens After Suspension
  • The account status is marked as Suspended with a yellow triangle icon throughout the User Interface.
  • Calls and service operations are blocked.
  • Service, Number, and Site management becomes read-only. Most actions, such as Pause and Add, are disabled. Delete is available for all the Services, single voice gateways, and all the voice bots under a voice gateway.
  • Visual indicators and status badges turn gray or show the Suspended icon.
  • You cannot add numbers, services, or sites to a suspended account.
To Reactivate a Customer Account
  • To reactivate, go to the Accounts page and click the action ellipses on the suspended customer's account listing. Select Reactivate and confirm.

Accounts Management

After you add Accounts to Oracle® Intelligent Communication Orchestration Network , you can manage them through the Accounts page.

The following topics provide instructions for managing Accounts.

Add Accounts

Oracle® Intelligent Communication Orchestration Network subscribers with the Managed Services Provider SIP Trunk License can add sub-accounts within their account by way of the Accounts Dashboard page. In this way, you can manage multiple customers from one place.

Context

The following procedure enables you to add one or more sub-accounts to your tenancy.

Procedure
  1. Go to the Accounts page and click Add Account.
    Oracle® Intelligent Communication Orchestration Network opens the Add Account drawer.
  2. In the Add Account drawer, do the following:
    • Company Name—Enter the name of the company that owns the account. Maximum Characters: 100. No other restrictions.
    • Country—Select the country where the company that owns the account is located from the drop-down list.

      Note:

      If the country you want is not listed in the drop-down list, contact Oracle Support about adding the country.
    • Address—Enter the company's address in the Search for an Address field or click Manually Enter Address.
    The Add Account drawer displays the fields required to complete the address entry. If you successfully searched for an address, Oracle® Intelligent Communication Orchestration Network populates the address fields with as much information as possible.
  3. Complete the address fields if you chose to manually enter the address or if the pre-populated information needs enhancement.
  4. Click Add.
    Oracle® Intelligent Communication Orchestration Network adds the account to the list on the Accounts page.
Next Steps
  • Navigate to the customer's account page by clicking the account name either in the account switcher drop-down list or in the table to continue the configuration with Services, Number Blocks, and Sites.

Edit Accounts

Oracle® Intelligent Communication Orchestration Network Managed Service Provider licensees can edit their customer's account information by way of the Accounts page.

Context

In the following procedure, you can only edit the Company Address fields.

Procedure
  1. Go to the Accounts page, locate the account you want to edit, and click Edit in the Actions menu.
    Oracle® Intelligent Communication Orchestration Network opens the Add Account drawer.
  2. In the Account drawer, edit any of the Company Address fields.
  3. Click Update.

Suspend an Account

When you want to suspend one of your customer's accounts in Oracle® Intelligent Communication Orchestration Network go to the Accounts page and perform the following procedure. You might suspend an account when the customer's billing lapses or the customer no longer uses the account but you do not want to delete the account until the final billing is resolved.

Context

Suspension denies all outbound and inbound calls for the account. You can later reactivate a suspended account.

Procedure
  1. Go to the Accounts page, locate the customer you want to suspend, and click the ellipses in the Actions column.
  2. In the Actions menu, select Suspend.
    Oracle® Intelligent Communication Orchestration Network displays a confirmation dialog.
  3. In the Suspend Account? dialog, click Suspend.
    Oracle® Intelligent Communication Orchestration Network displays a suspension confirmation message.

Reactivate an Account

When you want to reactivate a suspended Oracle® Intelligent Communication Orchestration Network Customer account, go to the Accounts page and perform the following procedure.

Context

After you reactivate an account, status badges displayed throughout the User Interface return to their regular color. Active status badges turn green, Paused status badges turn orange, Inactive badges remain gray.

Procedure
  1. Go to the Accounts page, locate the customer you want to reactivate, and click the ellipses in the Actions column.
  2. In the Actions menu, select Reactivate.
    Oracle® Intelligent Communication Orchestration Network displays a confirmation dialog.
  3. In the Suspend Account? dialog, click Reactivate Account.
    Oracle® Intelligent Communication Orchestration Network displays a reactivation confirmation message.