Clients Templates

In this article

Tab overview

This tab allows you to create a client template where you can specify the main information about a client, originator settings, etc. Moreover, this template can be used to set the billing and tariffication parameters for Customers, Managers, or Resellers in several clicks.
Screenshot: Client's Templates List

Column Name	Description
ID	Client's template identification number
Name	Client's template name
Credit	Credit volume in a template
ORIG Rate Table	Origination rate table, assigned to this client's template
Routing Plan	Routing plan, assigned to this client's template
Tags	List of client's templates tags
Reseller	Name of the reseller's company respective client's template belongs to

Advanced Search

To navigate in the tab effectively, a user is advised to use Advanced Search drop-down menu by clicking a blue downward arrow icon in the top right corner of the page.

Screenshot: Advanced Search drop-down menu

Creating a New Client's Template

To create a new template you need to click the New Client Template button.
A new pop-up window with the following fields will appear:

Screenshot: New Client Template settings

Information block	Fields Description
System Information	General information regarding client's template settings
	Name	Indicate the title of the client's template
	*Reseller*	Select a reseller that will be assigned to this template (this name will be used in invoices)
	*Currency*	Indicate preferred currency (will be used in invoices)
	Tags	Specify tags for a current client
Originator Settings	Billing settings and tariffication parameters for customers, who send the calls to your switch
	Credit	Credit limit allowed for a client
	Rate Table	Select the origination rate table
	Routing Plan	Select an appropriate routing plan that will be used to route all calls for this customer
	Capacity	Summary origination capacity for the client
Low Balance Notifications	Here you can set up whether the system should make low balance notifications or not when client's Available balance is lower than a set threshold
	Notify Client	When clients' balance+credit is below the entered value, the system will send a notification to email, specified in the clients' *Billing email* field
	Notify Admin	When clients' balance+credit is below the entered value, the system will send a notification to an administrator via Events Log
	*Threshold*	Available balance threshold, below which the special capacity setting will be applied
	Capacity	Origination capacity limit that will be applied when the available balance is below the threshold

Tip

Clients Templates allow you to fill out customer's settings with standard default values. If you do not specify the values (i.e., Credit, Rate Table, Routing Plan, Capacity, Notify Client, Notify Admin) in the Client form, the Clients Templates will take these values from templates (during authorization).

Please note: the system can fill only empty fields with standard default values overridden from the assigned template. For example, if the client has 0 (specified by default) in the Credit field near the Postpaid checkbox, you need to clear it manually. Otherwise, this value will not be taken from the template. But these values will not be shown in the Client form.

Sample: When there are no values in the Client form, the system will take them from the assigned template. When there are no values in the template assigned to the Client, they will be taken from Manager's/Reseller's settings.

Interface properties

The process of applying a template to the client is pretty simple. All you need to do is:

- Go to the Clients list, click on the New Client button or select the needed client;
- Fill in the Client's Template field by selecting a needed template from the drop-down list.

In the Reseller section, there is an option for Manager/Reseller to set a Client's Template, i.e., this template will be used under this Reseller or Manager by default. All you need to do is:

- Go to the Reseller section and select the needed Manager/Reseller (configuration window will pop-up);
- Fill in the Client's Template field by selecting a template from the drop-down list.

Tip

Please be advised that values overridden from templates, i.e., Routing Plan, Rate Table, Credit are displayed only on the Clients list. They will not be shown on the Client's account.

Functional properties

If there are no indicated values (such as Credit, Rate Table, Routing Plan, Capacity, Notify Client, Notify Admin) in the Client's Settings, it will automatically override these values from the closest template.
The closest template is considered a first template found by the following chain: Client → its Manager → its Reseller
If there are no found values mentioned above in the closest template, further search stops and values are not defined.

When you remove the template, there is a validation of use this template by a Client, Manager or Reseller. The pop-up window with notification will appear.
Screenshot: Removing the template

Reports

If you want to change the Reseller, you will proceed without any application checks of this template by the Client/Manager/Reseller.
The currency indicated in the Client Template and the currency of the customer to which it applies should be the same to work properly.
All Managers, regardless of their nesting level, have a possibility to see the full list of templates that belong to their Reseller only.