Resource Management and Configuration

Resource Management

If you are a Telco or service provider offering virtual assets such as virtual numbers or DIDs, IP address blocks, etc., managing all your virtual assets and accurately billing for each call can become very complicated. Using the Resource Management feature within EngageIP Billing lets you manage all your virtual numbers and DID accounts. Expand your business by automating your virtual number billing, while gaining powerful tools that let you view and control all your account activity.

• Flexibility to work with virtual numbers from any DID provider

• Any assigned DID can be associated with a user account for the most accurate billing

• Accounts can change the call forwarding and view balances in real-time, Call History, and Payment History

• Inbound call rating: For each DID per specified rate plan

• Include on-net calling with optional billing

• Automated Monthly Recurring Charge (MRC) per account (where MRC amount can be customized per account)

• Full Reseller Functionalities: Parent-child trees and billing

• Complete API integration, enabling you to run the entire system from your own website

Role Permissions Definitions

Permission Definitions - Below you can see the available permissions and their configuration options (Enabled=Checked, Disabled=Unchecked). Each of the permissions listed are associated with an option in the AdminPortal application interface and for easy reference all options have been hyperlinked to their corresponding definitions/descriptions within this file.

Resource Types

 
The resource type list allows you to view a list of your configured resource types. This is a list of your virtual assets which can include such things as IP addresses, Telecom DID phone numbers, etc.

To View Resource Types

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

Adding Resource Types

To Add Resource Types

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click Add

4. Enter the applicable information as outlined below:

   • Name - enter a descriptive name for the resource type

   • Notes - enter any notes (optional) describing the resource type or internal notes about the type being added

   • Item Quantity Script - when adding multiple large block items such as IP addresses or DID phone numbers, available scripts allow you to add them quickly instead of having to enter one item at a time. For sample JavaScript see the Article Resource / DID Management with EngageIP

   • Add Item Script - based on the same logic as above, available item scripts allow for quickly and automated adding of items to resource type lists

   • Show on User Package - this when checked will show the resource on the users package when on the packages page. For detail and troubleshooting with this option, please see Package and Service Icons

5. Click Save to save the resource type; or Save/New to save the resource type and create another

To Delete Resource Types

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Select the check box next to the resource type

4. Click the Delete button

5. Click OK when asked 'Are you sure you wish to delete the selected item(s)?'

Editing Resource Types

Once you add your resource types you have the option to edit the name, notes, or any scripts that you added by following the instructions below. Besides the above the resource type edit screen allows you to further configure them by adding additional information such as; categories, profile questions, providers, etc. All these options plus more are described in later in this section.

To Edit Resource Types

1. Click on Setup

2. Select the Resource Types option under the Resource Management section.

3. Click on the name of the type from the list.

4. Modify the fields at the top of the page.

   • Name - enter a descriptive name for the resource type.

   • Notes - enter any notes (optional) describing the resource type or internal notes about the type being added.

   • Item Quantity Script - when adding multiple are a large block of items such as IP addresses or DID phone numbers, available scripts allow you to add them quickly instead of having to enter one item at a time

   • Add Item Script - based on the same logic as above, available item scripts allow for quickly and automated adding of items to resource type lists.
     Note: Fields and sections at the bottom of the page can also be modified, refer to their respected sections for more details

   • Show on User Package  - this when checked will show the resource on the users package when on the packages page. For detail and troubleshooting with this option, please see Package and Service Icons

5. Click the Save button at the top of the screen to save your changes

Resource Type Profile Questions

Profile questions can be added to your resource types at anytime. These are a list of questions or additional information fields that you would like to keep track of for each resource type.

To Add Resource Type Profile Questions

1. Click on Setup

2. Select Resource Types under the Resource Management section

3. Click on the name of the type you wish to edit in the list

4. Scroll to the Components section on the screen and click the Add button

5. Select the Profile Question option from the pop up menu

6. Edit the information in the fields provided as outlined below:

   • Name – enter the name of the profile question

   • Question – the question (text) that will appear during the process of adding this action

   • Required – if checked, an answer to this question is required

   • Default Answer – the profile answer field will contain this value as the default

   • Entered – if selected, the answer will be validated based on the Data Type selected below

   • Data Type – select the data type used to validate the profile answer entered

   • Selected From List – if selected, the answer options will be based on the details entered in the Options field below

   • Options – values entered in this field will be used to create a pick list of available answers, separated with a comma

   • Selected From Table – if selected, the answer options will be driven from a table within the database based on your selection below

   • Table – select the table from the database to use for available answers

   • Unique Answer – If selected, the answered entered must be unique and not match any other within the system

7. Click Save

Editing Resource Type Profile Questions

Once profile questions are attached to Resource Types they can be modified or edited at any time by following the instructions below.

To Edit Resource Type Profile Questions

1. Click on Setup

2. Select Resource Types under the Resource Management section

3. Click the name to select the appropriate resource type from the list

4. Scroll to the Components section on the screen

5. Select the Profile Question from under the Component’s list

6. Edit the information in the fields provided as outlined below:

   • Name – enter the name of the profile question

   • Question – the question (text) that will appear during the process of adding this action

   • Required – if checked, an answer to this question is required

   • Default Answer – the profile answer field will contain this value as the default

   • Entered – if selected, the answer will be validated based on the Data Type selected below

   • Data Type – select the data type used to validate the profile answer entered

   • Selected From List – if selected, the answer options will be based on the details entered in the Options field below

   • Options – values entered in this field will be used to create a pick list of available answers, separated with a comma

   • Selected From Table – if selected, the answer options will be driven from a table within the database based on your selection below

   • Table – select the table from the database to use for available answers

   • Unique Answer – If selected, the answered entered must be unique and not match any other within the system

7. Click Save

You also have the option of selecting which roles have access or restricted access to the profile questions entered at the bottom of the screen. If any modifications are made to this section click the Save button at the bottom of the screen in order to save the role restrictions.

Deleting Resource Type Profile Questions

To Delete Resource Type Profile Questions

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click the name to select the resource type from the list

4. Click on the word Delete next to the appropriate profile question under the components section

Resource Providers

Located on the Resource Type edit screen the option to add your providers is available. This section allows you to specify each provider supplying the resource type. These can include telecom carriers, or other virtual asset providers.

To view Resource Providers

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click on the name to select the appropriate resource type from the list

4. Scroll down to the Resource Providers section

Adding Resource Providers

To Add Resource Providers

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click on the name to select the appropriate resource type from the list

4. Scroll down to the Resource Providers section and click the Add button

5. Enter the Name of the provider. If you have pre-configured provider profile questions enter the appropriate information in those fields also

6. Click Save to save the resource provider; or Save/New to save the resource provider and create another

To Delete Resource Providers

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click the name to select the appropriate resource type from the list

4. Scroll down to the resource providers section and select the check box next to the resource provider(s)

5. Click Delete

Editing Resource Providers

To Edit Resource Providers

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click the name to select the appropriate resource type from the list

4. Scroll down to the Resource Providers section and click the on the appropriate provider form the list

5. Edit the onscreen fields and click Save

Provider Profile Questions

When adding providers to your resource types additional information or fields can be added to the provider’s information. These fields are predefined in the form of profile questions. Each set of provider profile questions are specific to the providers within the resource type. Therefore, questions will have to be duplicated is the same information is needed for providers under other resource types.

To view Provider Profile Questions

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click the name to select the appropriate resource type from the list

4. Scroll down to the Provider Profile Questions section

Adding Provider Profile Questions

If more information is required besides the default provider name when adding your resource type providers, this section allows you to add fields to accommodate this information. Profile questions added in this section will appear as additional fields on the provider add screen.

To Add Provider Profile Questions

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Select the appropriate resource type from the list

4. Scroll down to the Provider Profile Questions section and click the Add button

5. Enter the information in the fields provided as outlined below:

   • Name - enter the name of the profile question

   • Question - the question (text) that will appear during the process of adding this action

   • Required - if checked, an answer to this question is required

   • Default Answer - the profile answer field will contain this value as the default

   • Entered - if selected, the answer will be validated based on the Data Type selected below

   • Data Type - select the data type used to validate the profile answer entered

   • Selected From List - if selected, the answer options will be based on the details entered in the Options field below

   • Options - values entered in this field will be used to create a pick list of available answers, separated with a comma

   • Selected From Table - if selected, the answer options will be driven from a table within the database based on your selection below

   • Table - select the table from the database to use for available answers

   • Unique Answer - If selected, the answered entered must be unique and not match any other within the system

6. Click Save to save the profile question; or Save/New to save the question and create another

To Delete Provider Profile Questions

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click the name to select the appropriate resource type from the list

4. Scroll down to the Provider Profile Questions section

5. Select the check box next to the appropriate profile question(s)

6. Click the Delete button

Editing Provider Profile Questions

To Edit Provider Profile Questions

1. Click Setup

2. Select Resource Types under the Resource Management section

3. Click the name to select the appropriate resource type from the list

4. Scroll to the Provider Profile Questions section on the screen

5. Select the appropriate Profile Question from the list

6. Edit the information in the fields provided as outlined below:

   • Name - enter the name of the profile question

   • Question - the question (text) that will appear during the process of adding this action

   • Required - if checked, an answer to this question is required

   • Default Answer - the profile answer field will contain this value as the default

   • Entered - if selected, the answer will be validated based on the Data Type selected below

   • Data Type - select the data type used to validate the profile answer entered

   • Selected From List - if selected, the answer options will be based on the details entered in the Options field below

   • Options - values entered in this field will be used to create a pick list of available answers, separated with a comma

   • Selected From Table - if selected, the answer options will be driven from a table within the database based on your selection below

   • Table - select the table from the database to use for available answers

   • Unique Answer - If selected, the answered entered must be unique and not match any other within the system

7. Click Save

You also have the option of selecting which roles have access or restricted access to the profile questions entered at the bottom of the screen. If any modifications are made to this section click the Save button at the bottom of the screen in order to save the role restrictions.

Resource Categories

The resource category section found on the resource type’s edit screen allows you to categorize your types into manageable sections. This can be useful if you are providing DID phone numbers to different geographic locations. For example, your customer would like a phone number with a 519 area code within the city of Waterloo however they are located in Cambridge. You could set up a Waterloo group that contains all the 519 dial patterns to quickly find an available number within that location for them and another category of Cambridge.

To view Resource Categories

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click the name to select the appropriate resource type from the list

4. Scroll down to the Resource Categories section

Adding Resource Categories

This screen allows you to create management sections or categories for your resource types. These can include such things as geographic location dial patterns for DID phone numbers if necessary.

To Add Resource Categories

1. Click on Setup

2. Select the Resource Types option under the Resource Management section

3. Click the name to select the appropriate resource type from the list

4. Scroll down to the Resource Categories section and click the Add button