Partners

• Partner portal overviewFind your way around the partner portal and control what your customers and their administrators can see.
• Partner portal administratorsAdd the people who sign in to your partner portal, send them a login link, and remove or restore their access.
• Add and manage customersLet customers sign up through your own link or add them yourself, then manage, verify, restore and email them.
• Customer account settingsReference for every section of a customer's Details tab in the partner portal and the other customer tabs, with what channel partners can't change.
• Review requestsAsk your customers for online reviews automatically or one at a time, offer a discount for a review, and reward or decline each customer.
• Customer billingCharge customers, invoice once-off fees, pay or credit their accounts, add your own recurring services and check transactions.
• Suspension and overdue settingsHow overdue fees, suspension fees, automatic suspension and the deletion of overdue and abandoned customer accounts work for your customers.
• Call plans and ratesCheck a customer's call plans, the rates on each plan, email a rate list and look up international number pricing.
• Margins and pricingHow your sell prices are built from the buy price and your margin, and how to set default margins, apply a margin to a whole price list, or change one item.
• SMS plans and ratesFind the SMS rates, plans and packages your customers can use, set your SMS margin, and change a customer's SMS plan.
• Numbers and porting for customersSubmit number porting applications for your customers, handle cutover and rejections, and order large or consecutive number ranges.
• Reserve and release numbersGive free phone numbers to a customer with Add reservation, take numbers back with Release, and know what blocks a release.
• Orders and hardwareInvoice customers for phones and accessories, and check whether a hardware order has been dispatched and how to track it.
• Reports and service statusRun call detail record reports for your customers and check the platform's service status when several customers report problems.
• Partner supportCheck network status, and raise and follow your own support tickets with your provider from the partner portal.
• Investigate spam and scam callsWhat to do when one of your customer's numbers is reported for spam or scam calls, and how to avoid the account being suspended.
• Marketing materialDownload your provider's marketing material to use in your own marketing and with prospective customers.
• Send customer emails from your domain (DKIM)Verify your email domain with DKIM DNS records so emails to your customers come from your own addresses and don't land in spam.
• Partner APIUse the partner billing API to check balances, move funds to customers, and register and manage customer accounts from your own systems.
• HubSpot for partnersConnect your HubSpot account to the billing system with a private app, and add account number, status and verification fields to your contacts.

Channel partners

• Channel partner overviewWhat a channel partner can and can't do in the partner portal, and how it differs from a white-label partner.
• Commissions and payoutsUnderstand your balance and pending balance, check commissions per customer or for all customers, and request a payout.
• Referral agent systemReward customers who refer new customers to you, with agent commissions and customer rebates set for all customers or one at a time.
• Branding and legal documentsAdd your logos to your co-branded channel partner portal, and find the platform's legal documents for end customers.

White-label partners

• Branding, domain and legalPut your own logos and domain on the partner and customer portals, and set up legal agreements for your customers.
• Customer portal settingsReference for Settings › Customer Portal in the partner portal, including site links, help desk, reCAPTCHA, referral settings and the knowledge base links your customers see.
• Payment gatewaysTake customer payments through your own Stripe or GoCardless account, and choose which payment methods your customers can use.
• Invoice settingsSet the business, bank and tax details printed on your customers' invoices in Settings › Invoice Parameters, and preview the result.
• Account overview boxesWhat each figure on your white-label partner My Account page means, from total balance to opening and closing balance.
• Top up your reseller balanceAdd funds to your white-label reseller account by card, PayPal, direct debit or bank deposit, set up automatic top-ups and pay your own invoices.
• Move numbers between customersMove a phone number from one of your customer accounts to another with the Migrate button.
• Emergency services and IPNDRecord your customers' emergency addresses, link them to phone numbers, and set up and email the IPND file from the partner portal.

Wholesale voice

• Global configurationThe settings groups in your wholesale portal's Global Configuration, and how to manage what your resellers' customers can see.
• Create reCAPTCHA keysGenerate Google reCAPTCHA v3 keys for your wholesale billing platform so signup and login forms are protected from spam and abuse.
• IPND dataEnter your IPND details and export your customers' emergency address data in the format the Integrated Public Number Database needs.
• SendGrid emailAuthenticate your domains in SendGrid and add your SendGrid API key so your platform can send emails from your own domains.

Partner release notes

• Version 3.2.8 (9 October 2026)Limits on new credit cards to fight fraud, customer filters for mass email, and moving agent customers between channel partners.
• Version 3.2.6 (4 September 2026)Send a BCC copy of mass emails to customers and resellers.
• Version 3.2.4 (7 August 2026)New filters on the Customers tab and export of filtered customer accounts.
• Version 3.2.3 (16 July 2026)An option to require a utility bill or business documents after identity checks, new verification statuses, and PayTo for white-label partners in Australia.
• Version 3.2.2 (2 July 2026)A filter that shows only the outbound rates that can actually be used.
• Version 3.2.0 (4 June 2026)Business documents for manual verification, review request links, automatic 2FA for customer administrators, and CSV management of blocked sign-up domains.
• Version 3.1.9 (22 May 2026)Business name and tax ID required to verify business accounts, search by ID across billing tables, and charging calls between customers.
• Version 3.1.6 (2 April 2026)Payment methods on invoices, automatic blocking of new accounts that break ASR rules, and PayID payments through Monoova in Australia.
• Version 3.1.5 (19 March 2026)Inbound SMS limited to active and trial accounts in credit, rate card IDs in call records, and IPND exports for white-label partners.
• Version 3.1.4 (5 March 2026)Wholesale partners can monitor customers for unusually many short calls with ASR monitoring.
• Version 3.1.3 (19 February 2026)A minimum call cost for invalid caller IDs, business registration IDs for resellers, smarter DID pricing imports, and paying customer invoices from the white-label balance.
• Version 3.1.2 (15 January 2026)Wholesale partners can charge for calls that use a caller ID on the DNO list or an invalid caller ID.
• Version 3.1.1 (19 December 2025)Payment surcharges, the Do Not Originate (DNO) list, business and personal account types, and a reorganised wholesale menu.
• Version 3.0.9 (21 November 2025)Wholesale partners can charge customers for each inbound SMS with the new rate code 767.