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Reseller Level


 

Reseller level login for Clearly Cloud is where Resellers can see all of their Clients and Users under the Client and manage a few settings and log in as any Client or User that belongs under that Reseller.

Standard Hierarchy of Clearly Cloud is:

  • Reseller Login
    • Client Login
      • User Login

 

Logging In (Home Page)

  • Navigate to your perspective URL on where your Client is hosted, for example, https://w.clearlyip.cloud. Log in with your Reseller Username and Password provided by Clearly IP to you as part of onboarding you as a new Clearly Cloud Partner.
  • Once Logged in, you will see all of the information for the Reseller that you have logged in as.

My Account (Changing your Login Details)

  • Click on the My Account menu option
  • Account - From here, you can change your First and Last Name, Email Address, which is also your Login username.

  • Password - Here is where you can change your Client level password.

  • OTP - Here is where you can enable (One Time Password) or also know as (2 Factor Login) for a user.  The supported ways for OTP is 
    • SMS - Provide a SMS capable number that after your login with your username and password we will send a SMS with your One Time Password as the additional login factor.

    • Email - Provide a Email Address that after your login with your username and password we will send a Email with your One Time Password as the additional login factor.

    • Authenticator App - Download and install on your Mobile or Compute the Authenticator app which is a 3rd party 2 Factor Login app and scan the QR code generated here from your app.

    • Backup Codes - Clicking this button will reveal backup codes that you can store somewhere safe to be used in the event that you are not able to use your 2 Factory option above such as loosing your Cell Phone if you are setup with SMS as your 2 Factor.


  • SIP - Here is where we can see our Client Realm and Outbound Proxy for this client in the event you need to register a SIP device manually. 

Clients

  • Click on the Clients menu option.
  • From here, you can see a list of all the Clients setup under your Reseller account.
  • To connect and log in as a Client, you can highlight the client from your list of Clients and press the Connect As Client button. You will be logged in automatically as the Client, and you can make all the same changes to the Client that the Client can make themselves as outlined in our Client documentation here.
  • You can edit a Client by highlighting the Client and pressing the Edit Client button.
  • Below are the settings related to a Client that you can edit
    • Main Tab

      • Contact Information

        • First Name - First Name of the primary user for this Client.
        • Last Name - Last Name of the primary user for this Client.
        • Email - This is also your Login username for this Client account
        • Language - What default language this user wants to see the Web GUI of CloudPBX in.
      • Client Settings

        • Password - This is the password for this Client account to log in.
        • Realm Name - Read-only view of the realm name for this Client. The Realm name is combined with the Reseller Realm to create the Full Realm for this Client.
        • Full Realm - The Full Realm or Domain name for this Client. You would use this Full Realm to register a device for this Client.
      • Client Profiles

        • Here is where you define what Profiles have been assigned to this Client. See the User Profile section below for more information on Profiles.
        • You can assign one or more Profiles to a Client and set one of the Profiles as the default profile. That is now the default profile given to each client User when creating new Users, as outlined in the User Documentation here.
    • Advanced Tab

      • Time Zone - What is the client’sTime Zone. This Time Zone sets things like Time Conditions and Call Flows will be based on for this Client.
      • Maximum Concurrent Calls - Here, you can restrict how many concurrent outbound calls the Client can make at any given time.
      • Maximum International Concurrent Calls - Here, you can restrict how many concurrent INTERNATIONAL outbound calls the Client can make at any given time.
      • Client Information Memo - A text box to provide information about this client. Think of this as a note pad for information about this client.
      • Status - A friendly way to track which Clients are in production versus not in production. This setting has no bearing on the system itself; it’s a reference field for you only.
      • Ability to stream and download call recordings - If this is enabled the Client login user will be able to stream and download all call recordings.  If this is not checked only the end user logged in direct as the end user can download and stream their own call recordings.

Users

  • Users can be utilized in two ways in CloudPBX. A user has a login to the End User Level login for CloudPBX and Call Panel. A user is also set up with an extension on the CloudPBX that allows them to connect one or more Desk or SoftPhone to the CloudPBX Client they are under.
  • Click on the Limited Client menu Option.
  • For more information on managing users review our Client documentation here on Users

Branding

  • The Branding section allows the Reseller to set up some different branding elements of the CloudPBX GUI so that when their Clients login using the Reseller Realm, they will see these Branding changes.
  • Click on the Branding menu Option.
  • From here, you will see two Tabs at the top
    • Branding
    • Clients Custom Links
  • Branding Tab

    • Logo - This allows you to upload your own logo to replace the ClearlyIP logo in the top left of the CloudPBX GUI.

    • This allows you to upload your Browser favicon that is shown in the browser tab.

  • Clients Custom Links Tab

    • Here you can define custom URLs shown to your Clients when they login to the WebGUI as a Client.
    • These links will be shown in the left Nav bar as shown here below the standard menu options.
    • From here, you can see a list of existing Custom Links created, and you can Add, Edit or Delete links.
    • For each Custom Link, you can set the following fields.
      • Title - This is the name shown in the Menu bar to your clients for this link.
      • Link - This is the full URL of where you want to direct the Client to when they click on the Title in the Menu bar
      • Icon - This is the Icon we will display in the Menu bar for this Link

Call Details

  • This page contains logs of every call made and received from each extension, including reports for all Clients you have access to as the Reseller. You can filter calls by using the search fields and export the log to a spreadsheet. CDR export to CSV is limited to 100 000 records.
  • Click on the Call Details menu Option.
  • From here, we can see information on each call, such as:
    • Date and Time, Duration, User involved in the call, and Caller ID of who they were on a call with.If the Call were set up to be recorded, you would see the following Play Icon to play the Call Recording.
  • If the call were NOT set up to be recorded, you would see the following Grey out Icon showing you the call was not recorded.
  • You can also highlight any Call Record and click on the Download Recording or Delete Recording button above.

DID

  • This section will display all the Phone Numbers purchased for any of the clients under your Reseller account. You can not add Numbers here direct. All Numbers here are provided by the Clearly Cloud Portal, where you can buy numbers and cancel numbers anytime.
  • This module just provides a detailed list of all of the DIDs you have under your clients.
  • From here, you will see a list of all DIDs (Phone Numbers) that are set up for your Clients. You can not edit the information here; it’s just a reference list of all the DIDs. The management of routing the DIDs and settings related to the DIDs are handled at the Client Level as documented here, so you would need to log in as a Client as outlined here.

User Profiles

  • User Profiles are mainly used to apply dial rules to Users under a Client. A User Profile, once created, can be shared with one or more Clients. Additionally, any User of that client can be assigned to the User Profile.
  • User Profiles controls what Outbound Routes a User can call when making a call, such as US and Canada or International, along with what features such as Call Waiting, Voicemail and other things the Users Extension has access to.
  • Click on the User Profiles menu Option
  • From here, we can see a list of User Profiles that exist for your Reseller Account. By default, all Resellers get an auto-created Default User Profile. You can also see how many users are assigned to a specific User Profile.
  • You can highlight any existing User Profile and press the Edit or Delete button to delete the Profile.
  • Pressing the Add button will let you create a new User Profile.
  • The settings for User Profiles are put into 3 tabs at the top
    • General
    • Features
    • Outbound Routes
  • General Tab
    • User Profile Name - What name you want to give this User Profile
    • Features - Here, we can enable different features for the Users of this User Profile that apply to the User on what they can do with their phone and what they will see in the WebGUI when they log in as an End User as outlined here.
      • Forward - Allow this user to setup Call Forwarding from the User Level Login or Call Panel.
      • Follow Me - Allow this user to set up Follow Me from the User Level login or Call Panel
      • Call Waiting - Allow this user to Enable or Disable Call Waiting from the User Level login or Call Panel. If this is disabled, the User will not have Call Waiting enabled for their extension.
      • Do Not Disturb - Allow this user to Enable or Disable DND from the User Level login or Call Panel.
      • Disable Voicemailbox - If checked, users of this Profile will not have a Voicemail Box setup for their extensions.
      • Disable personal conference page - Will hide the Personal Conference option from the User Level login or Call Panel.
      • Enable Call recording - If checked, this will enable all calls for users of this Profile to have their calls automatically recorded.
      • Disable my queue page - Will hide the My Queue page from the User Level login or Call Panel.
      • Enable active calls page as end-user - If checked, this will enable users of this Profile to see all their Active Calls from the User Level login.
      • Enable call panel page as end-user - If checked, this will enable Call Panel access for all users of this profile and let them log in to Call Panel.
    • Outbound Routes - Here, you can pick which outbound routes the users who have this User Profile can use when making outbound calls.
      • Enable or disable each Outbound Route that is active on the system. The following are the standard four outbound routes we have created for all Resellers.
        • Toll Free - Ability to call Toll Free Numbers with a one plus the 10-digit number or just the 10-digit number.
        • Canada - Ability to call Canada based Area Codes with a 1 plus the 10-digit number or just the 10-digit number.
        • US - Ability to call US-based Area Codes with a 1 plus the 10-digit number or just the 10-digit number.
        • International - Ability to call most International destinations with a 011 plus the country code and number you want to reach.

Active Calls

  • Click on the Active Calls menu Option
  • This page will show you all active calls on the system for all clients under your Reseller Account. This page does auto-refresh every 5-seconds to get you the most current Active Calls at any time.

Emergency Caller ID

Phone Numbers to Block

  • On this page, you can provide Phone Numbers you want to block from calling any of your Clients. It is a Black List per client of numbers to block.
  • Numbers added to the Block here will affect all Clients under your Reseller account.
  • Clients also can block numbers at the Client Level as outlined here.
    • Clients will not see any Blocks you add at the Reseller Level. Only you, the Reseller can see these.
  • Click on the Phone Numbers to Block menu Option
  • From here you can see a list of existing Numbers that are being blocked.
  • You can highlight any number to edit or delete the block with the buttons at the top.
  • Pressing the Add Phone Number to Block button will allow you to block a new number.
  • Provide the phone number you want to block and press the Save button.

Phone Registration Status

  • Here we can see a list of all active registered phones and devices for all Clients under your Reseller Account.
  • Click on the Phone Registration Status menu Option

Duplicated NAT

  • This report will show if you have two devices from the same external IP address, such as your office, both trying to use the same NAT port for SIP. If this happens, it will create issues. When we send a call to a phone, the route would not know which device to send the phone to. This usually happens because of NAT issues related to SIP ALG on a firewall or SIP helpers trying to help but get in the way.
  • This report will only show devices that are sharing the same Public IP and NAT port for SIP. If the report is empty, that means you have no duplicated NAT devices.
  • Click on the Duplicated NAT menu Option

Settings

  • Settings that relate to your Reseller Account
  • Click on the Settings menu Option
  • Below are the following Settings you can set for your Reseller account
    • Language - What default language this user wants to see the Web GUI of CloudPBX in.

Sign Out

  • To Sign Out from the Client Portal, Click on the Sign Out menu Option
  • You will now be signed out and taken back to a Login page



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