Reseller Guide

1Welcome

Your reseller account gives you one sign-in at portal.easyvoip.ca for every customer Voice2Net has assigned to you. Voice2Net can assign you a whole server (every customer on it, including new ones as they are added) or individual customers.

From that one sign-in you can:

• Open any assigned customer's portal as their administrator, without a separate password for each one.
• Add, reset and remove the portal logins of the people at those customers.

2Signing in

1. Go to portal.easyvoip.ca.
2. Enter your email address and password, then click Sign in.
3. You arrive at Where to?, the list of your customers (see Picking a customer).

Your customers sign in at the same address with their own email and password. They go straight to their own portal.

Your first sign-in

When Voice2Net creates your account, you get an email with a temporary password. The first time you sign in with it, you are asked to choose your own:

1. Type the temporary password from the email.
2. Type your new password twice. It must be at least 12 characters and use at least 3 of: uppercase letters, lowercase letters, numbers, special characters.
3. Click Update password.

Forgot your password

Click Forgot password? on the sign-in page and enter your email. If the account exists, a reset link is emailed to you. The link works once and expires after a short time.

3Picking a customer

After you sign in, Where to? lists every customer assigned to you, with the business name, its domain and the server it is on.

1. Type part of the business name or domain in the filter box to narrow the list.
2. Click the customer, or its Connect button.
3. That customer's portal opens and you are signed in as their administrator.

Working in a customer's portal

You see exactly what the customer's own administrator sees: extensions, phones, voicemail, numbers, business hours and the rest. Anything you change takes effect on their phone system straight away, so treat it as their live system.

For how each page works, use Help in the portal's menu to open the Administrator Guide.

Getting back to your list

Choose Sign out from the menu at the top right of the portal. You return to portal.easyvoip.ca, still signed in, with your customer list ready, so you can pick the next customer.

If you were assigned a whole server, the portal shows Exit to console under the domain name instead. It does the same thing.

To finish completely, click Sign out at the top of portal.easyvoip.ca.

Private contacts

A customer's Contacts page holds two kinds of contact:

• Shared: everyone at the customer sees them.
• Private: they belong to one extension. Only that person and the customer's administrators see them.

When you add or edit a contact, choose under Visible to: Everyone, or One extension (private) and pick the extension. Private contacts show a Private · Ext 104 tag in the list. People with a User login can add their own private contacts. The Administrator Guide (Help in the portal menu) covers the steps.

On desk phones

By default every desk phone shows all of a customer's contacts, private ones included. To keep private contacts on their owner's phone only, email support@voice2net.ca with the customer's domain and ask for per-person phonebooks. Once that's on, Yealink phones show two phone books under Directory:

4Manage customer logins

A portal login is the email and password a person at your customer uses to sign in at portal.easyvoip.ca. You can manage the logins of every customer assigned to you from one page, without opening each customer's portal.

1. On Where to?, click Manage customer logins at the top.
2. Find the customer (see Finding a customer).
3. Their logins are listed under Users on this domain, with a form to add a new one.

Click Domain search at the top to go back to your customer list.

Finding a customer

There are two ways to find the customer, both on the same page:

• Find a customer by name or email: type part of a person's name or email address, then click the result. Use this when you know who needs help but not which customer they belong to.
• Or find the domain: type part of the business name or domain, then click it.

Only your assigned customers ever appear in either search.

Adding a login

1. Under Users on this domain, enter the person's Email and Name.
2. Choose the Role: tenant_admin for an administrator, or tenant_user for one person's extension.
3. For tenant_user, pick their Extension from the list.
4. Click Add user.

The person is emailed a temporary password and a link to sign in. They must choose their own password the first time they sign in. The temporary password is also shown to you once, in case the email doesn't arrive.

Resetting a password

Click Reset password on the person's row. A new temporary password is emailed to them, and they choose their own the next time they sign in. Their old password stops working straight away.

People can also reset their own password with Forgot password? on the sign-in page, so you don't need to do it for them.

Deleting a login

Click Delete on the person's row and confirm. They can no longer sign in. Their extension, voicemail and phone are not touched, and calls keep working.

One login per customer is yours: the administrator login that lets you open that customer. You can't delete it, and you shouldn't try to change it. It looks like any other admin on the list, with your email address.

5What your account can and can't do

Voice2Net staff can see and help with every customer, including yours. To have a customer added or removed from your account, email support.

6Troubleshooting