Customer Portal¶
The Customer Portal grants access to information about customer accounts in a fixed domain, where you can control the flow of data they receive. It can be white-labeled to brand names, and it allows for customized domains.
Adding a New Domain¶
To add a new to domain to your Customer Portal:
- Sign in to your domain account at its host.
- Locate the page for updating your domain's
DNS records
, i.e. DNS Management or Advanced Server Management. - Locate the
CNAME
records for your domain. - Provide an add-on domain, such as portal.yourwebsite.com.
-
Point the domain toward portal.connexcs.com.
-
Go to Setup > Integrations > Domains.
- Click the
+
button under Portal.
- Enter the domain name.
- Select the brand name, the name that will be displayed on your portal.
- Select the customer signup. Selecting yes allows new customers to sign up on your customer portal. They will appear on the control panel under pending approval.
- Select the carrier signup. Setting this to yes allows the new carriers to sign up on your customer portal. The new carrier will appear the control panel under pending approval.
- Enter a customer limit, the amount of credit extended to new sign-ups.
- Select the level of access--e.g. Carrier Portal, CDR, Rate Card, Balance--you wish to allow customers.
- Click the
Save
button.
Adding Contacts to Customer Portal¶
To add contacts in the control panel:
- Click on Management > Customers.
- Select a customer by name from the list.
- Enter the contact name.
- Enter the Email address, this email address will be used for login.
- Check the auto-generated password box to generate a password online and send it via email. Unchecking the box will let you set the password manually.
- You may enter any information on public notes here. The notes will be displayed on the customer portal after login. Private notes only display in the control panel.
- Click
Save
. These credentials can be used by providers and customers to log into the Customer Portal.