# Customer Dashboard User Guide

The Telcobridges Customer Dashboard enables you to order new licenses for one or more of your products as well as upgrade existing licenses. From this one Customer Dashboard you can view all of your product licenses and manage them from one place. To learn more about the Customer Dashboard, select from the topics below, or watch our tutorial at right.

{% embed url="<https://youtu.be/0UBxI4QA8Ns>" %}

{% tabs %}
{% tab title="Create an Account" %}
First, connect to the [Customer Dashboard](https://dashboard.telcobridges.com/)\
To access the Customer Dashboard you need to apply for an account. Follow these steps to create an account:<br>

\
1\. Click Create an account

<figure><img src="https://docs.telcobridges.com/w/images/thumb/4/4f/CreateAccount_1.png/600px-CreateAccount_1.png" alt=""><figcaption></figcaption></figure>

2\. Provide the following identification information:

* Full name
* Email
* Password
* Phone number
* Click Next<br>

<figure><img src="https://docs.telcobridges.com/w/images/thumb/3/3b/CreateAccount_2.png/600px-CreateAccount_2.png" alt=""><figcaption></figcaption></figure>

3\. Enter information about your company.

* Click Nex<br>

<figure><img src="https://docs.telcobridges.com/w/images/thumb/7/74/CreateAccount_3.png/600px-CreateAccount_3.png" alt=""><figcaption></figcaption></figure>

4\. Enter information about yourself.

* Click Register<br>

<figure><img src="https://docs.telcobridges.com/w/images/thumb/5/57/CreateAccount_4.png/600px-CreateAccount_4.png" alt=""><figcaption></figcaption></figure>

5\. An account creation message is displayed.

* Click Ok<br>

<figure><img src="https://docs.telcobridges.com/w/images/thumb/4/48/CreateAccount_5.png/600px-CreateAccount_5.png" alt=""><figcaption></figcaption></figure>

6\. When you receive an account activation email, it provides you with a link to complete the verification of the account.

* Click the link provided in the email.<br>

\
7\. An account activation confirmation window is displayed.<br>

* Click Login

<figure><img src="https://docs.telcobridges.com/w/images/thumb/7/77/CreateAccount_6.png/600px-CreateAccount_6.png" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Log In" %}
To Log into the Customer Dashboard, proceed as follows:<br>

\
1\. Enter your email and password.

* Remember that this is the same email and password you used when your account was first created.
* Click Log In<br>

<figure><img src="https://docs.telcobridges.com/w/images/thumb/d/db/LogIn_1.png/600px-LogIn_1.png" alt=""><figcaption></figcaption></figure>

The Customer Dashboard is displayed<br>

<figure><img src="https://docs.telcobridges.com/w/images/thumb/c/c2/LogIn_2.png/600px-LogIn_2.png" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Dashboard Overview" %}
The Customer Dashboard presents groups your product information into categories under a series of information tabs at the top of the dashboard. This categorization enables you to quickly access the information views you need. The information tabs are:

* SBC: Manage your SBC software licenses.
* Tmedia: Manage your Tmedia software licenses.
* Users: Add other users to the dashboard. These users will administer product licenses too.
* Divisions: Used to limit access to specific devices and licenses for a user. Each user can have access to a specific Division, or everything related to the customer. Create divisions for your organization.<br>

<figure><img src="https://docs.telcobridges.com/w/images/1/1b/Overview_1.png.png" alt=""><figcaption></figcaption></figure>

\
In any one of these information views, you can change the sort order of a column by clicking the column header.

<figure><img src="https://docs.telcobridges.com/w/images/thumb/5/50/Overview_9.png/400px-Overview_9.png" alt=""><figcaption></figcaption></figure>

\
You can also filter any view by clicking the filter option ... on any header. By default it is set to includes and entering a filter criteria includes only those matching rows. You can also change the filter options.

<figure><img src="https://docs.telcobridges.com/w/images/thumb/1/1a/Overview_8.png/400px-Overview_8.png" alt=""><figcaption></figcaption></figure>

\
SBC Information Tab

<figure><img src="https://docs.telcobridges.com/w/images/0/0d/Overview_4.png" alt=""><figcaption></figcaption></figure>

Tmedia Information Tab

<figure><img src="https://docs.telcobridges.com/w/images/6/68/Overview_5.png" alt=""><figcaption></figcaption></figure>

Users Information Tab

<figure><img src="https://docs.telcobridges.com/w/images/a/a4/Overview_6.png" alt=""><figcaption></figcaption></figure>

Divisions User Tab

<figure><img src="https://docs.telcobridges.com/w/images/e/e9/Overview_7.png" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="SBC Licenses and Support" %}
Licenses and support are managed from the Customer Dashboard. Just accessing the SBC information tab enables you to view the status of your product licenses and support options. From this view, you can purchase new license and support. As licenses come up for renewal, you can easily renew them from the same information window. You can also upgrade existing FreeSBC Licenses to ProSBC licenses, thereby enabling you to increase the number of sessions for your SBC product and opting in for support. Once you obtain a license, you upload it to your system.

<br>

<table><thead><tr><th width="200">New Orders</th><th width="200">Renewals</th><th width="200">Upgrades</th><th width="200">Uploading Licenses</th></tr></thead><tbody><tr><td><p><a href="https://docs.telcobridges.com/wiki/Customer_Dashboard:Order_FreeSBC_License_A">Order FreeSBC License</a></p><p><a href="https://docs.telcobridges.com/wiki/Customer_Dashboard:Order_ProSBC_License_A">Order ProSBC License</a></p></td><td><a href="https://docs.telcobridges.com/wiki/Customer_Dashboard:Renewing_SBC_License_A">Renewing a FreeSBC/ProSBC License</a></td><td><a href="https://docs.telcobridges.com/wiki/Customer_Dashboard:Upgrading_FreeSBC_License_A">Upgrading a FreeSBC License</a></td><td><a href="https://docs.telcobridges.com/wiki/Toolpack:Uploading_a_License_B">Uploading a License</a></td></tr></tbody></table>
{% endtab %}

{% tab title="Tmedia Support" %}

<table><thead><tr><th width="355">Order Support</th><th width="340">Activate Spare Device</th></tr></thead><tbody><tr><td><a href="https://docs.telcobridges.com/wiki/Customer_Dashboard:OrderTmediaSupport_A">Order Tmedia Support</a></td><td><a href="https://docs.telcobridges.com/wiki/Customer_Dashboard:Spare_Device_Activation_A">Activating a Spare Device</a></td></tr></tbody></table>
{% endtab %}

{% tab title="Manage Users" %}
Users can be added to the Customer Dashboard by sending them an invitation. To add a user:

\
1\. Click the Users tab.

2\. Click the plus sign +.

<figure><img src="https://docs.telcobridges.com/w/images/4/40/Users_0.png" alt=""><figcaption></figcaption></figure>

\
3\. Fill in the following fields:

* Name: The location in which the ProSBC is being used
* Email
* Roles: Select from a list of choices
* Division: Assign the user to a division, if applicable.

<figure><img src="https://docs.telcobridges.com/w/images/thumb/f/fd/Users_1.png/400px-Users_1.png" alt=""><figcaption></figcaption></figure>

\
2\. Click the check mark.

The new user is displayed in the Users information table.

Note: The user is not yet activated and will need to follow the instructions sent in the invitation email.

<figure><img src="https://docs.telcobridges.com/w/images/0/04/Users_2.png" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Manage Divisions" %}
Divisions can be added to the Customer Dashboard. To add a division:

\
1\. Click the Divisions tab.

2\. Click the plus sign +.

<figure><img src="https://docs.telcobridges.com/w/images/c/c7/Divisions_1.png" alt=""><figcaption></figcaption></figure>

3\. Fill in the following fields:

* Name: The name of the division
* Territory
* Country
* State/Province
* Street Address
* City
* Zip Code/Postal Code<br>

<figure><img src="https://docs.telcobridges.com/w/images/thumb/3/3a/Divisions_2.png/400px-Divisions_2.png" alt=""><figcaption></figcaption></figure>

\
2\. Click the check mark.

The new division is displayed in the Divisions information table.

<br>

<figure><img src="https://docs.telcobridges.com/w/images/3/33/Divisions_3.png" alt=""><figcaption></figcaption></figure>

\
Note: A user can be added to a division. Just go to the Users tab, select the user and add the divisions.

<figure><img src="https://docs.telcobridges.com/w/images/thumb/b/b6/Divisions_4.png/400px-Divisions_4.png" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}


---

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