Subscribers

You can add and existing subscriber or create a new subscriber for your set.

Adding an Existing Subscriber

  1. Within the Button Actions ribbon group, click on the Add Existing Subscriber button. The Subscriber Pick List opens.
  2. You can either search for a subscriber by typing in any portion of the name into the textbox and then click on the magnifying glass or click on the Show All button.
  3. Once the subscriber record is located, double click on the record to add it to the set. You will find the complete subscriber details within the Button Details tab.
  4. Before you can save the record, there are a few fields that may need to be populated. When you click the subscriber name in the Button Details pane, there are 3 sub-tabs that appear.  The first is the subscriber details.
  5. The second tab is 3C User, this tab contains the specific details for this subscriber within the 3C. Most fields will auto-populate; however, you may need to complete some fields, (required fields are marked with an asterisk (*)):
    • Switch Name *
    • NEC User Domain Name *
    • NEC User First & Last Name *
    • NEC User Sync with PDC
    • NEC User Phonetic First & Last Name *
    • NEC Profile Name *
    • NEC User Administrator
    • NEC User Licensed
    • NEC User Licensed Mailbox User
  1. The last tab is the 3C User Address Settings. There are no required field in this tab and most fields will auto-populate based on the set template.
  2. Once your subscriber is added, you can save your progress. Within the Actions ribbon group, click on the Save button within the Actions ribbon group.  This will save your changes and allow you to continue working with the set.

Adding a New Subscriber

  1. When you click on the Add New Subscriber button within the Button Actions ribbon group, the General – Subscriber window opens. For a new subscriber complete the required fields (if you need more information please see Configured Sets – Subscribers). Once complete click on the Save & Close button.
  2. The subscriber is added to the set. Please make sure to follow the above steps 4-6 before saving the set again.

Remove a subscriber

  1. To remove a subscriber, click on the subscriber name within the Button Details pane and then click on the Remove Subscriber button within the Button Actions ribbon group.
  2. Within the Actions ribbon group, click on the Save button within the Actions ribbon group. This will save your changes and allow you to continue working with the set.
  3. The subscriber is removed from the set only. The subscriber will remain in the database until you delete the subscriber from the subscriber record.