Partner portal overview
Find your way around the partner portal and control what your customers and their administrators can see.
The partner portal is where you run your reseller business on the platform. You add and manage customers, bill them, check commissions and set what your customers see in their own customer portal.
Partner types
Section titled “Partner types”| Partner type | What it means for you |
|---|---|
| Channel partner | Your customers’ portal is co-branded. You earn commission on what your customers pay and request payouts. See Channel partner overview. |
| White-label partner | You run the customer relationship under your own brand, domain and payment gateways, and fund your customers from your reseller balance. See White-label partners. |
| Wholesale voice partner | You run your own billing platform, with your own resellers and global settings. See Wholesale voice. |
Main parts
Section titled “Main parts”| Tab | What you do there |
|---|---|
| My Account | See your balances and service status. Channel partners request payouts here. In My details, edit your business details, logos and Default margins; white-label partners also set their Customer portal FQDN. |
| Support | Network status, and, when your provider has set them up, your own Support tickets and a link to the knowledge base. See Partner support. |
| Customers | Add, find, manage and restore customer accounts. Send mass emails and manage Mass email templates. |
| Reports | Balance Transactions, CDRs, Services, Commissions report and Profitability report. |
| Calls | Outbound rates, Call Plans, Inbound Rates, Prefixes and Call Packages. |
| Inbound DIDs | Phone numbers held by your customers, inbound rates, DID Pricing and DID services. |
| SMS | SMS rates, SMS Plans, Inbound Rates, Prefixes and SMS Packages. See SMS plans and rates. |
| Invoices | Customer invoices: create and pay customer invoices, including hardware. |
| Equipment | Phones and accessories you can sell, with your margin. |
| Services | Your own services (My services) and the platform services you resell, such as PBX services, Call recording and Speech-to-text. |
| Porting | Number porting applications. The tab shows how many have unread comments. |
| Integrations/API | Your partner API key and allowed IP addresses, and the HubSpot integration. |
| Settings | Administrators (your own partner portal users), Customer Portal, Suspension and overdue and Email configuration. White-label partners also have Invoice Parameters, Payments (payment gateways) and Emergency services. |
Notifications and Logout are at the top right. At the bottom left are the portal version and the Marketing button, which downloads marketing material.
White-label partners set their own prices and margins (see Margins and pricing). Channel partners see the same pages, but most prices and customer billing settings are read-only.
Control what one customer’s administrators can do
Section titled “Control what one customer’s administrators can do”Each customer account is a separate tenancy with its own administrators. You can change what each administrator can see and do.
- Go to Customers and select the customer.
- Open the Administrators tab on the right.
- Select the administrator and click Edit.
- Under Access rights, tick what the administrator should have, and click Save.
A customer administrator who has the Account administrators and details access right can also change access rights for their own team. See Administrators and access for what each access right covers in the customer portal.
Hide customer portal pages for all your customers
Section titled “Hide customer portal pages for all your customers”You can hide whole sections or single pages of the customer portal for every customer under your account. This helps if you handle some things yourself, such as number porting, internet or recordings by a voice artist.
- Go to Settings › Customer Portal.
- Under Customer portal configuration, untick the sections or pages you want to hide:
- Billing section: Show Billing section, then under Pages: Home, Usage history, Account details, Payments, Referrals, Rates search.
- Order section: Show Order section, then under Pages: Phone numbers, Number porting, PBX licenses, SIP trunks, MS Teams, Equipment, Voice artist, Internet, Call recordings, Speech-to-text.
- Support section: Show Support section, then under Pages: Knowledge base.
- Other: PBX section, Reports section, Integrations section.
- Click Update.
For the other settings on this page, see Customer portal settings.