new.Phonism hierarchy

Organize device deployments into groups that fit your needs.

Hierarchy features enable the organization of device deployments into logical groups that fit your needs. This helps service providers or enterprises easily push individual device, site, or network-wide changes and provide advanced device customization at scale.

Hierarchy levels

1. Account

2. Service provider

3. Enterprise

4. Domain

5. Tenant

While it is only possible to have one Account, you can add other hierarchy levels as you might need to organize and manage the devices in your network. It is important to note that phones are managed at the Domain and Tenant level. The other levels of the hierarchy act as folders for organizing your templates, users, and logs.

HIERARCHY CONFIGURATION

When the hierarchy is enabled on your account, you are able to configure the following levels from top to bottom:

• Service provider

• Enterprise 

• Domain

• Tenant

Service provider

1. Select the Service Provider tab.

2. Click Add.

3. Enter the following information:

   • Name - Name of this service provider.‍

   • Enable Whitelabel - Whitelabel settings are enabled at the account level. If turned on, the service provider inherits the account-level whitelabel settings. See Whitelabel settings guide for more details.‍

   • Maximum devices - The desired limit of number of devices for this service provider. If left empty, there is no limit.‍

   • Account number - Internal reference number (optional).‍

   • Force Provisioning Plus - When this is enabled, all the newly added devices under this service provider are forced to Provisioning Plus. See Provisioning plus guide for more information.

4. Click Continue to save.

Enterprise

1. Select the Enterprises tab.

2. Click Add.

3. Enter the following information:

• Name - Name of the enterprise. ‍

• Account number - Internal reference number (optional).

1. Click Continue to save.

Domains

1. Select the Domains tab.

2. Click Add.

3. Enter the Name of the domain. 

4. Click Continue to save.

Tenants

1. Select the Tenants tab.

2. Click Add.

3. Enter the necessary information. 

4. Click Save.

EXAMPLES

Hierarchy organized by region

Awesome VoIP Company manages the phones for Pizza Pizza. They have created a hierarchy for Pizza Pizza based on the franchise type at the Enterprise level and then the regions of the stores at the Domain level, followed by the individual locations at the Tenant level.

As you can see below, Awesome VoIP Company manages additional customers at the Service Provider level. The hierarchy can be customized to meet the requirements and complexities of different customer types.

Hierarchy organized by department

Hospital (multi-location)

Hosted VoIP Provider / Voip Reseller 1 / St Joe’s Hospital / Bethpage NY / Pediatrics

This example is a hospital with multiple locations across the country. The hospital sits at the Enterprise level. We have the Domain level assigned to different cities in which the hospital operates. Departments, which often require unique settings, are organized at the Tenant level.

Local school district (multi-location)

Hosted VoIP Provider / Voip Reseller 1 / Tampa SD / Bay High School / Classrooms

This example takes a more local approach. Here we are managing phones for a local school district. The school district is created at the Enterprise level. Below that, at the Domain level, we have each location within that district. Lastly, at the Tenant level, we have organized our devices by their use case. Often we see groups of users that want specific customizations based on the use case. For example, admin offices may have certain unique features, while devices in the classrooms are limited to specific speed dials.

Law office (single location)

Hosted VoIP Provider / Voip Reseller 1 / SINGLE LOCATION Customers / Matt’s Law Office / Conference Rooms or Attorney’s or Front Desk

Easily manage single-location businesses by creating them at the Domain level and organizing the devices by the department at the Tenant level.

Hierarchy organized by brand

You might want to organize by brand, if you have specific technicians who only work on one brand of device.

The Phonism template engine does everything by brand, so templates can be applied to manage by brand and the hierarchy can still be by location.

By brand (single location)

Hosted VoIP Provider / Voip Reseller 1 / Polycom Customers / Mike’s Insurance / Sales Dept

We have also seen some service providers who have a mix of devices at a particular site. You can manage different brand types at the Tenant level for a specific Enterprise.