Global configuration
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The settings groups in your wholesale portal's Global Configuration, and how to manage what your resellers' customers can see.
As a wholesale voice partner, you control your whole billing platform, including your reseller partners and all customer accounts. Global Configuration holds the platform-wide settings.
How it works
Section titled “How it works”- Go to Settings › Global Configuration.
- Select a group in Global settings on the left. Use Search to find a setting by name.
- The group’s settings appear in the Configuration List on the right, with each setting’s Title, Key, Description and Value.
Settings groups
Section titled “Settings groups”| Group | What it controls |
|---|---|
| ASR monitoring | Rules that automatically block outbound calls from new accounts with a low Answer Seizure Ratio (ASR) or many short calls. |
| Ban | Request limits that ban an IP address or a staff, partner or customer administrator, the ban time, and whitelists. |
| Call processing parameters | Call handling defaults: the default caller ID (PAI), default call limits (including for toll-free numbers), maximum call length, prohibited PAI prefixes, and charges for calls with an invalid caller ID. |
| Commissions | When reseller partners receive earned commission, the maximum combined agent commission and rebate, and when referral requests expire. |
| Customer reviews | When customers get a review request email. |
| DIDs | Number defaults, such as porting countries, the default 1300 and 1800 plan, the quarantine period, toll-free prefixes and number qualification. |
| DIDww | API settings for the DIDww number supplier, and margins on imported prices. |
| Emergency services | Your IPND codes, address validation and how often the IPND file is sent. See IPND data. |
| Financial | The allowed negative balance when an account is cancelled, and the default tax (GST/VAT) country. |
| The email addresses for each department, such as accounts, info, no-reply, sales, support and number porting, and your SendGrid API Key. See SendGrid email. | |
| New customer accounts | Default settings for new customer accounts, such as account type, credit limit, status and free trial credit. |
| Notifications | When the system sends notifications, such as credit limit warnings, low partner balance, monthly fee and overdue invoice reminders, and porting follow-ups. |
| Reports | Call record archiving, limits on report size, and FTP reporting. |
| Retail website | The 1300 and 1800 number groups and the call and SMS plans your website’s rate checker shows, and the website’s reCAPTCHA. |
| Services and licences | Settings for internet suppliers and speech-to-text. |
| Signup and verification | Who can sign up and how accounts are verified: blocked email domains and countries, SMS verification limits, identity verification, and automatic two-factor authentication for customer administrators. |
| Simwood | API settings for the Simwood number supplier, and margins on imported prices. |
| SMS | SMS settings, such as the sender for no-reply SMS, SMS-to-HTTP forwarding and the third-party SMS forwarding options customers can choose. |
| System status | The status of each service (voice, Microsoft Teams and internet), shown in your channel and white-label partners’ portals. See Reports and service status. |
| Teams | DNS settings for the domains created for the Microsoft Teams integration. |
| Trial customers limitations | The free trial’s length and what trial and unverified customers can do, such as call length and the number of users, trunks and numbers. |
| Voice generator | The example script customers hear when they click Listen to the example on the voice artist page. |
| Web portals | Portal-wide settings, such as the company name shown in the browser tab and the customer portal’s Google Tag Manager. |
| Logos | Your logos for the admin billing portal, emails, invoices and customer accounts. Logos must match the format and size shown, or they won’t appear. |
Other Settings pages
Section titled “Other Settings pages”The Settings tab also has Courier Companies, Voice Artists, Invoice Templates, Resellers, Mail Templates, PBXes, Administrators, Ban Lists and Release Notes.
Help a reseller manage their customers’ access
Section titled “Help a reseller manage their customers’ access”Channel and white-label partners can hide customer portal pages for all their customers. You can make this change for them from your wholesale portal.
- Go to Resellers › Reseller Partners and select the channel or white-label partner.
- Click Manage to open their partner portal.
- In their portal, go to Settings › Customer Portal and change the Customer portal configuration settings.
- Click Update.
These settings apply to every customer of that reseller. To change access for one customer’s administrators, or to see each setting, see Partner portal overview.