Overview

Before introducing this feature, partners used to configure user settings by entering phone numbers or user details and then utilizing the Control Hub to finalize the setup process.

To simplify the setup process for partners, the initial setup wizard has been eliminated and Partners will now leverage the existing Customer Hub flow for the addition of users and phone numbers. Depending on the selected Wholesale packages links will be available for "Add phone numbers" and "Add Users," accompanied by a button to initiate Control Hub.

These launch links will only appear if the corresponding item has not yet been added. If, for instance, the user and PSTN are already in place, and only a phone number is missing for the customer, solely the "Add Phone Number" link will be visible.

Customer setup

  1. Sign in to Partner Hub and select Customers.

  2. Select the applicable customer organization.

    Ready for customer setup indication will be available.

  3. From the Set up customer drop-down select “Add phone numbers” or “Add users”.

  4. Click Launch Control Hub.

  5. In Control Hub, complete the setup process.