Packages

The Packages page is where you create and manage your service offering of bundled service packages (collectively referred to as "packages").

As a VAR Administrator, you cannot add or modify your service offering. Only the System Administrator can.

For information on assigning/unassigning packages to specific accounts, see Manage Customer Packages for details.

From the Packages page, you can:

1. Enable or disable packages as required.
2. Specify which packages to offer on your signup portal and which ones will be preselected by default.
3. Add, modify and remove packages to company customer accounts.
4. Add, modify and remove packages to professional customer accounts.
5. Export the list of your service offering to a CSV or PDF file.
6. Search, filter and sort the list of packages.

Package Management Rights

Only administrators can handle packages. See User Types for details. Specifically:

• System Administrator: This is the only user who can create and edit packages. The System Administrator is also responsible for selecting and assigning packages to VARs. By default, all packages are available to all VARs.
• VAR Administrator: The VAR Administrator cannot modify the packages that the System Administrator assigned to its account. However, the VAR Administrator can select the packages that will be offered on the signup portal and those that will only be available during account creation and management by administrators and customers (company and professional accounts).
• Company Administrator: The Company Administrator cannot modify the packages that the VAR Administrator assigned to its account. However, the Company Administrator can select and assign its packages to its users (employees).
• Professional Account Owner: Professional account owners can add and remove packages in their account.

Interface Overview

The Packages page is accessible from the main menu and includes 4 tabs: 

• Packages are the service bundles offered as the main subscription packages for companies and professionals.
• Options are the options that customers can add to their packages (ex: voice access to emails, calendar and contacts, voice alerts, voice-to-text transcription, etc.).
• Devices are the telephone devices and mobile applications supported by the system.
• Service Fees are the setup fees charged to customers for specific actions such as the configuration of a virtual receptionist service including phonetic fine-tuning of names in a company directory.

Each package is reserved for use by specific account types:

• Company package: This package can be assigned to a company to provide general services usually shared by its employees. This includes general services such as virtual receptionist, phone lines, shared long distance units, automatic call distribution (Duty Agent), etc.  See User Types for details.
• Employee package: This package can be assigned to company employees or members. This user account is created and managed by a Company Administrator. See User Types for details.
• Professional package: The package can be assigned to a single-user account (professional or independent entrepreneur). This user account is created and managed by the VAR Administrator. See  User Types for details.

The System Administrator determines the account type of each package, option, device and service fee. Contact the System Administrator if you request changes.

This page displays a list of current packages with the following information (some headings are context-specific):

COLUMN HEADING	DESCRIPTION
Checkbox	Check the box next to one or several packages in order to apply certain actions (ex: view properties, export details, etc.)
PID	This field corresponds to the unique product identification code.
Package	Displays the name of the package, option, device or service fee. Click this link to open its Package Properties - Visibility and Activation Mode.
Pro	A check mark in this column indicates that the package can be assigned to a Professional account (single-user account). This field is set by the System Administrator and cannot be edited.
Biz	A check mark in this column indicates that the package can be assigned to a Company account (multi-user account). This field is set by the System Administrator and cannot be edited.
Emp	A check mark in this column  indicates that the package can be assigned to an Employee account (member of a Company account). This field is set by the System Administrator and cannot be edited.
Portal	A check mark in this column indicates that the package is offered on the signup portal but not automatically assigned to the new accounts. Click the mark to open its Package Properties - Visibility and Activation Mode.
Auto	A check mark in this column identifies packages that are automatically assigned to the account during the signup process. Click the mark to open its Package Properties - Visibility and Activation Mode.
Basic Services	Click the  View icon to display the list of basic services included in this package. This field is managed by the System Administrator and cannot be edited.
3 yr	Displays the monthly subscription fees with a 3-year contract.
2 yr	Displays the monthly subscription fees with a 2-year contract.
1 yr	Displays the monthly subscription fees with a 1-year contract.
Open	Displays the monthly subscription fees with no contract.
Setup Fees	Displays the one-time setup fee charged to customers when they subscribe to this package.

Package Properties - Visibility and Activation Mode

You can choose which service packages will be available for selection on the public signup portal and which ones will be selected by default. This feature enables you to offer a simplified public signup portal while ensuring that the required packages are offered during customer account management.

To set visibility and default activation options for packages, options, devices and setup fees:

• From the main menu, click Packages, select the tab corresponding to the type of package you want to manage: Packages, Options, Devices or Service Fees.
• Click the name of the package for which you want to manage the visibility and activation mode.
• Check or uncheck the appropriate options boxes:
  • Signup Portal: Check this box to make this package available for selection on the public signup portal. It will also be available for add and edit operations.
  • Auto: Check this box to preselect this option by default during the signup process.  There should be one default main package per type of account (Company and Professional). 
• Click Save to apply the change.

Add Packages

As a VAR Administrator, you cannot create new service packages. You can only select which service packages are available to your customers among those that are included in your VAR account. Contact the System Administrator to add or modify your packages.

However, you can deactivate and reactivate a package as needed, see Activate Packages for details.

To manage customer-specific Packages, see Manage Customer Packages for details.

Delete Packages

As a VAR Administrator, you cannot delete service packages included in your account but you can disable them. See Disable Packages for details.

To manage customer-specific Packages, see Manage Customer Packages for details.

Modify Packages

As a VAR Administrator, you cannot modify the service packages included in your account. You can only select which service packages are available to your customers among those that are included in your VAR account. Contact the System Administrator to add or modify your packages.

To manage customer-specific Packages, see Manage Customer Packages for details.

Disable Packages

Although you cannot delete packages included in your account, you can always disable certain packages as required. You can reactivate a package at any time using the same procedure.

This feature allows you to disable packages from your service offering to affect future customer subscriptions. Customers who are already subscribed to a package that you choose to disable will not be affected.

To manage customer-specific Packages, see Manage Customer Packages for details.

To disable Packages:

• From the main menu, click Packages and select the tab corresponding to the type of package you wish to deactivate: Packages, Options, Devices or Service Fees.
• Click the Edit button.
• A new page will be displayed with two columns:
  • Packages Available: This column lists packages available to offer to your customers.
  • Packages Offered: This column lists packages already offered to your customers.
• Use the left arrow to move packages from the Packages Offered column to the Packages Available.
• Click Save to apply the change. 

Enable Packages

By default, all Packages available to you are automatically enabled. You can only activate a package that you have previously disabled yourself. To add new Packages to your VAR account, contact the System Administrator.

To manage customer-specific Packages, see Manage Customer Packages for details.

To enable (or reactivate) packages:

• From the main menu, click Packages and select the tab corresponding to the type of package you want to enable (reactivate): Packages, Options, Devices or Service Fees.
• Click theEdit button.
• A new page will be displayed with two columns:
  • Packages Available: This column lists packages available to offer to your customers.
  • Packages Offered: This column lists packages already offered to your customers.
• Use the right arrow to move packages from the Packages Available column to the Packages Offered.
• Click Save to apply the change.

Manage Customer packages

As the VAR Administrator, you can modify the subscription of your customers as needed. However, available modifications are limited to the packages that have been assigned to your VAR account by the System Administrator. To offer new packages, contact the System Administrator.

To access the subscription options of a customer:

• From the main menu, click Customers then select the Companies or Professionals tab to view the list of companies or professional accounts.
• Click the  Packages icon corresponding to the account requiring a subscription modification.
• From the Company or Professional Subscription Dashboard page, you can:
  • Add packages to a company or professional account.
  • Modify packages of a company or professional account.
  • Remove packages from company or professional account.

Add a Package to a Company Subscription

To add a package to a company subscription, go to the Company Subscription Dashboard page:

• Click the Office Packages box to view and manage the Company's office packages and options such as phone lines, phone numbers, long distance packages, etc.
  • Click  New to add a phone number.
  • Check a package or option to add it.
• Click the Users box to view and manage the list of Company employees
  • Click  New to add a new employee.
  • Click the  Packages icon of an employee in the list to view and edit the user's subscription packages including phone numbers, extensions, etc.
• Click Submit to view the Order Summary. Review the charges and if needed, check the box Inform the customer.
• Click Confirm to apply the subscription changes.

Add a Package to a Professional Subscription

To add a package to a professional subscription, go to the Professional Subscription Dashboard page:

• Click the Packages box to view and manage the user packages, options, phone numbers, and extensions:
  • Click  New to add a phone number or extension.
  • Check a package or option to add it.
• Click Submit to view the Order Summary. Review the charges and if needed, check the box Inform the customer.
• Click Confirm to apply the subscription changes.

Modify a Company Subscription

To modify a company subscription, go to the Company Subscription Dashboard page:

• Click the Office Packages box to view and manage the Company's office packages and options such as phone lines, phone numbers, long distance packages, etc.
  • Click ​​ New to add a phone number or  Delete to remove one
  • Check or uncheck a package or option to add it or remove it from the company subscription.
• Click the Users box to view and manage the list of Company employees
  • Click  New to add a new employee or  Delete to remove one
  • Click the  Packages icon of an employee in the list to view and edit the user's subscription packages including phone numbers, extensions, etc.
• Click Submit to view the Order Summary. Review the charges and if needed, check the box Inform the customer.
• Click Confirm to apply the subscription changes.

Modify a Professional Subscription

To modify a professional subscription, go to the Professional Subscription Dashboard page:

• Click the Packages box to view and manage the user packages, options, phone numbers, and extensions:
  • Click  New to add a phone number or extension,  or  Delete to remove one.
  • Check or uncheck a package or option to add it or remove it from the customer subscription.
• Click Submit to view the Order Summary. Review the charges and if needed, check the box Inform the customer.
• Click Confirm to apply the subscription changes.

Remove a Package from a Company Subscription

To remove a package from a company subscription, go to the Company Subscription Dashboard page:

• Click the Office Packages box to view and manage the Company's office packages and options such as phone lines, phone numbers, long distance packages, etc.
  • Click  Delete to remove a phone number or 
  • Uncheck a package or option to remove it from the company subscription.
• Click the Users box to view and manage the list of Company employees
  • Click  Delete to remove an employee
  • Click the  Packages icon of an employee in the list to view and edit the user's subscription packages including phone numbers, extensions, etc.
• Click Submit to view the Order Summary. Review the charges and if needed, check the box Inform the customer.
• Click Confirm to apply the subscription changes.

Remove a Package from a Professional Subscription

To remove a package from a professional subscription, go to the Professional Subscription Dashboard page:

• Click the Packages box to view and manage the user packages, options, phone numbers, and extensions:
  • Click  Delete to remove a phone number or extension.
  • Uncheck a package or option to remove it from the customer subscription.
• Click Submit to view the Order Summary. Review the charges and if needed, check the box Inform the customer.
• Click Confirm to apply the subscription changes.

Search and Filter Packages

You can quickly find packages either by searching for a keyword or by filtering the list based on the type of package.

Search

From the Packages page, select the tab corresponding to what you want to search for: Packages, Options, Devices or Service Fees.

• The first row is a search field where you can type a keyword to search for a specific package, option, device or service fee. For example, type "Companies" in the Package column and press Enter to view all packages containing the word "Companies". Do not enter the dollar sign (ex: 39.95) when searching for a specific amount in the pricing columns.
• To remove the search filter, delete the keywords typed in the first row of the table and press Enter.

Filter by Account Type

You can filter the list of packages based on the type of account (Company or Professional account).

• From the Packages page, select the tab corresponding to what you want to search for: Packages, Options, Devices or Service Fees.
• Using the dropdown field, select Companies to view only packages available for corporate accounts or select Professionals to view only packages available for single-user accounts.
• Click All to view the full list of packages.

Sort Packages

By default, the Packages page displays the package description in alphabetical order.

You can sort the packages alphabetically or numerically (based on the type of information in the columns) by clicking on any of the column headings. 

Export Packages

You can export the details of one or several packages in CSV format (comma separated file) or PDF. You can export packages one category at a time: packages, options, devices or service fees.

Export Packages to a CSV File

To export packages to a CSV file:

• From the main menu, click Packages.
• Click the tab corresponding to what you want to export: Packages, Options, Devices or Service Fees.
• Select the packages to export:
  • One or several packages: Check the box next to the name of packages to export.
  • All packages: Check the box at the top of the list. All boxes will automatically be checked.
• Click the  CSV button to open the export window.
• By default the file is named PackagesView.csv and ready to be saved to a directory on your computer.
  • Change the file name if needed but keep the CSV extension. Example: rename PackagesView.csv to MyPackages.csv.
  • Make sure that you are saving the file to the desired directory.
• Click Save.

Export to a PDF Document

To export packages to a PDF file:

• From the main menu, click Packages.
• Click the tab corresponding to what you want to export: Packages, Options, Devices or Service Fees.
• Select the packages to export:
  • One or several packages: Check the box next to the name of packages to export.
  • All packages: Check the box at the top of the list. All boxes will automatically be checked.
• Click the  PDF button to open the export window.
• The PDF document will automatically open in a new window and be saved to a default directory defined in your computer.