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UC Audio Device Catalog Tool


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Setting Up Your IT Administration Dashboard

Welcome to the UC Audio Device Catalog Tool's IT Administration Dashboard.

This dashboard allows you to select the specific Plantronics UC audio devices offered to your organization's end users, set up distinct end user roles within your company (for reporting purposes), create specific introduction, post-selection and ordering messages for your end users and create a company-wide password for your company’s UC Audio Device Catalog Tool.

This Quick Help Guide will lead you through the setup of your IT Administrator Dashboard.

Company Information:

This section pre-populates your organization’s Company name and Admin E-mail from data entered on the registration page.

If, for any reason, you need to change your admin password, click edit and enter your new password in both the Change Password and Confirm Password fields. Click Save when done.

You can upload your organization's logo by:

  • Clicking Edit
  • Selecting a file on your computer
  • Clicking Save when done

Introduction Message:

Welcome message that your end users will see when they first log into the UC Audio Device Catalog Tool.

  • Click Edit
  • Enter or edit message text
  • Click Save when done

Sample Text for Introduction Message:

This Audio Device Catalog Tool will run you through a list of questions to answer regarding your endpoint usage. Your answers will aid the Tool in determineing the best Plantronics product(s) for your work environment. If you have any questions, please contact the Help Desk by clicking the e-mail address or calling the number located at the top of the page.

Post-Selection Email Message

Message at the top of the email sent to your end users once they have completed the audio device selection questionnaire and received their list of recommended products.

  • Click Edit
  • Enter or edit mesaage text
  • Click Save when done

Sample Text for Email Message:

Thank you for using the Audio Device Catalog Tool. Your recommended product(s) are listed below. Please review your product recommendation(s) and if you need further assistance please contact the helpdesk list below.

Ordering Instructions

Specific ordering instructions that will be displayed in both the e-mail sent to your end users and on the UC Audio Device Catalog Tool once they have completed the questionnaire and received their product(s) recommendation.

  • Click Edit
  • Enter or edit mesaage text
  • Click Save when done.

Sample Text for Ordering Instructions:

All orders originating outside United States and Canada must be prepaid via wire transfer. A written purchase order must be sent via fax, e-mail or mail to process and to confirm the order. Purchase order should include forwarder account numbers and contact information. Otherwise, obtain quote for shipping charges prior to wire transfer.

Help Desk Contact Information

This is the helpdesk contact information for your organization that will be shown on the top of the end users website, as well as at the bottom of the post-selection e-mail.

  • Click Edit
  • Enter or edit the Name, Phone Number and E-mail address for the UC Audio Device Catalog Tool support person at your organization.
  • Click Save when done.

Company Roles

The Company Roles section allows you to designate distinct end user roles within your organization. Note that Company Role information is not used in the product selection criteria, but merely for reporting purposes.

  • Click Edit
  • Click Add Role
  • Enter a new Role Name and Role Description
  • Click either Insert to add the role to your dashboard or click Cancel to ignore the role entered
  • Click Save

Once a Role has been added to the dashboard, you are able to delete or edit the Role.

  • ClickEdit
  • Click Edit to change the name of the Role or click Delete to eliminate the Role.
  • Click Save

Default Roles:

  • Executives and executive admins
  • Managers
  • Office workers
  • Remote workers
  • Mobile workers
  • Phone-intensive workers
  • Other

Audio Product Devices

Selecting UC audio devices is the heart of the UC Audio Device Catalog Tool. The UC audio devices you drag from the list on the left to the list on the right determine the selected devices for your users. The attributes of your selected devices will automatically generate the questions that your end users will answer to determine the recommended device(s) for them when they log into the End User site. Note that Audio Product Devices are different for each Business Division

Selecting Audio Devices

  • Click Edit and you will be directed to the Audio Device Product page.
  • There are two types of filters available on the top of the page to determine the products visible to make your selection process easier:
    • The Compatibility Filter
      • Select the correct radio button that best defines your organizations UC software
        • Microsoft Lyc/OCS Compatible UC Devices
        • Non Microsft Lync/OCS Compatible UC Devices
        • Both Lync/OCS and Non Lync/OCS UC Devices
    • The Product Family Filter is a dropdown that controls which selected product family appears in your Available Product list. Show all will display all available products.
  • Click on a product in the left column (Available Products) and drag it to the right column (UC Audio Devices). That product will now be available in the end user website.
  • Continue selecting all the products you want available in the end user website.
  • Once you have completed your Audio Device Catalog, click Exit.

Business Divisions

Business Divisions are a way that you have control over which UC audio devices and which Settings are available based on Business Division . Most organizations need only the Default Business Division. Multiple divisions are recommened in cases where unique end user UC audio devices or separate reporting is required; in cases where your organization has a business division or other business location where there are distinctly different audio device requirements, such as one location where people are only allowed to order corded headsets, setting up multiple Business Divisions might be ideal.

The Business Division Name for your Company has been set to "Default Business Division". To set up or modify existing Business Divisions, see the Settings section below.

Settings

To revise an existing Business Division Name:

  • Click Edit
  • Click on Edit
  • Modify the Business Division Name
  • Click Save

To add a new Business Division Name:

  • Select Add New from the Business Division Name dropdown located at the top right of you dashboard screen.
  • A pop-up will appear
  • Enter the new Business Division Name
  • That new name will appear in Business Division Name dropdown

To move between Business Divisions:

  • Select an alternate Business Division Name from the Business Division Name dropdown located at the top right of you dashboard screen.

To delete an existing Business Division Name:

  • Click Edit
  • Click delete
  • This option only appears if there is more than one Business Division

End User Link and Password

Once you have completed filling out the dashboard, please create a company-wide password that will be used by all end users in conjunction with their organization’s e-mail address in order to log into the UC Audio Device Catalog Tool.

  • Click Edit
  • Enter a password
  • Confirm the password
  • Click Save

Deploy

You are now ready to notify your end users by posting the End User Site and end user shared Password with any other instructions you may have on your intranet. We recommend announcing the new UC Audio Device Catalog Tool and a link to your intranet site in an email to your organization.

Thank you for using the UC Audio Device Catalog Tool.

Plantronics UC Toolkit Team