Description
One of the core concepts you will need to be familiar with when navigating the ClusterPBX interface it the different roles and their associated controls over the VoIP service and feature set.
Intended Audience
Reference
Account Types Overview:
Reseller account manage their clients and the related options – they can login under Client or User accounts to perform the duties under their respective credentials.
Client accounts are responsible for buying and managing DIDs, creating queues, creating and managing users, changing user’s various passwords, which features they have access to individually, company wide features like Ring groups, IVRs, and Queues are also managed at the client level.
Client accounts can be shared with a designated IT ressource in the client’s organization – however smaller businesses or teams may not have someone who is neither knowledgeable nor at ease with managing VoIP related features – in this case the reseller may decide to make an arrangement to provide those services VoIP management services (creating queues, configuring the IVR, managing for them.
User level accounts have an extension and a voicemail – and have control over the related options for their own use.
Account Types Matrix
| Reseller | Client | User | |
|---|---|---|---|
| Client accounts | ✓ | – | – |
| User accounts and extensions | ✓ | ✓ | – |
| White label features | ✓ | – | – |
| Call logs/ongoing | ✓ | ✓ | ✓ |
| DID | ✓ | ✓ | ✓ |
| Provisioning templates | ✓ | ✓ | – |
| User profiles | ✓ | ✓ | – |
| Billing | ✓ | ✓ | – |
| Call recordings | ✓ | ✓ | – |
| Destination aliases | – | ✓ | – |
| Conferences | – | ✓ | ✓ |
| Departments | – | ✓ | – |
| Contacts | – | ✓ | ✓ |
| Ring groups | – | ✓ | – |
| Time conditions | – | ✓ | – |
| Scheduled tasks | – | ✓ | – |
| Queues | – | ✓ | – |
| Digital receptionist (IVR) | – | ✓ | – |
| Music on hold | – | ✓ | – |
| Dial profiles | – | ✓ | – |
| Voicemail callbacks | – | ✓ | – |
| Feature ( * ) codes | – | ✓ | – |
| Dial pattern | – | ✓ | – |
| Inbound call rules | – | ✓ | – |
| Toggle destinations | – | ✓ | – |
| Voicemail broadcasts | – | ✓ | – |
| Custom dialplan | – | ✓ | – |
| Caller ID | – | ✓ | – |
| CRM integration | – | ✓ | – |
| Profile picture | – | ✓ | ✓ |
| Voicemail messages | – | – | ✓ |
| Softphone | – | – | ✓ |
| Phone | – | ✓ | ✓ |
| SMS | – | – | ✓ |
| Online conference | – | – | ✓ |
| Personal conference | – | – | ✓ |
| Follow me | – | – | ✓ |
Legend
| Mark | Definition |
|---|---|
| ✓ | Has control over the feature |
| – | No control |