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This article describes and provides examples for updating account status, including canceling, disabling, suspending and enabling accounts.
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Viewing /
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Adding /
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Deleting Account Status
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Viewing Account Status Types
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Load the Setup
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page
Under
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the Accounts and
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Roles section select
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the Account Status Types
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Click the Add button
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Enter a descriptive name for the User Status Type in the Name field
Note: Required fields include RED field label names. Validation is also applied to these fields. If the label remains red the value entered is not valid and the form will not be saved. All other fields are optional (black label field names) and may be left blank
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From the Status pick list select the appropriate option
Note: These statuses are the available 'back end' status which effect how accounts act in terms of billing, provisioning, etc.
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option
Default Account Statuses
The following are the default Account Status' that exist in EngageIP. You can however create any type of status that you require
Active - the default setting Accounts will be provisioned and billed when in this state
Cancelled - will cancel the account and all packages associated with it. Accounts are not provisioned or billed when in this state. Packages will stay as 'Active' but their back end status will recognize that the account is canceled and will not bill out going forward until the account is enabled again or you manually bill the packages by way of 'Bill Account' option on tools page
Suspended - will place the account in a suspended state. Packages and configuration options associated with the account will not be affected but rather suspended until manually changed. This is ideal in a VoIP implementation where an account is past due and you want to suspend service until the balance is updated. This will prevent the system from removing the account configuration from your switch. Furthermore, accounts will still be provisioned but not billed when in this state. NOTE: As of 9.3.6 and prior, user packages will not bill however Usage will still bill. Billing only filters out ‘Cancel’ type back end status, not suspended statuses
Prospect - this is an initial status used for accounts that are not yet ready to bill or provision. Accounts in this status will not do anything. Once the status is changed, it cannot be changed back to this status
Note: Emails still get sent via tickets to accounts who have a back-end status of prospectShow in Account Statistics - if enabled the status type (Active, Canceled, Prospect, Suspended) will appear on the AdminPortal sidebar under the 'Account Statistics' heading. If you have more than one Account Status Type with the same Status selected the values will be added together under the Account Statistics heading (assuming this 'Show in Account Statistics' option is enabled for each Account Status Type)
Adding Account Status Types
Load the Setup page
Under the Accounts and Roles section select the Account Status Types option
Click the Add button
Enter a descriptive name for the User Status Type in the Name field
Note: Required fields include RED field label names. Validation is also applied to these fields. If the label remains red the value entered is not valid and the form will not be saved. All other fields are optional (black label field names) and may be left blankFrom the Status pick list select the appropriate option
Note: These statuses are the available 'back end' status which effect how accounts act in terms of billing, provisioning, etc.If desired, customize an image to post on accounts for each Account Status located in the Image URL field
Click Save to save the account status type, or Save/New to save the status type and create another
Deleting Account Status Types
Load the Setup page
Under the Accounts and Roles section select the Account Status Types option
Select the check box next to the status type to be deleted
Click the Delete button
Before you can change an account's status you must first define a list of reasons that would prompt this action. This will help you keep track of why accounts are being either cancelled or suspended within the system.
Each status type has two parts. The first is the reason itself (the name of the status) which will be populated in the Status options within the interface, the other is the Status Type which can be either; Active, Cancel or Suspend.
Viewing Account Status Types
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Load the Setup page
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Updating Account Status
To Change Account Status as of a date
Account statuses can be changed by clicking on 'StatusAn account status can be switched immediately on a specified date if desired. To do this, click on the ‘Status' link on the overview Overview page, by loading or load the Tools page and then Status or by adding a component on the overview page which schedules a select Status. A component called 'Change User Status’ on the Overview page is also available which can schedule an account status change. Any of the three options are great simple ways to you can update a the account status.
Updating Status by Adding a Component
From the account's Overview screen, click on the Add button under the Components section
Select Change User Status from the drop down menu
Enter appropriate information in the fields provided as outlined below:
User Status Type selects the status the account will be changed to from the pick list
Date selects the date the account status change is to occur on
Click Save to save the status change for the account
Updating Status by Clicking 'Status' or by Using the Tools Page
Click Status on Overview page
Select Status from drop down list
Click Save
Select from the Cancel / Enable / Suspend options
Click Save
The screen shots below represent the different options that will be presented. Prorating occurs as described by the titles, please see definitions for these below as well.
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