Step 7. Add or bulk upload PBX users for your customer from the reseller portal (optional)

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Even though your customers have the ability to add PBX users on the Enterprise portal, we recommend that you do it yourself on the Reseller portal, since you already have all the required configuration details, which may take your customers a longer time to find.

You can first watch the video instruction from TeamMate, so the process of adding users will be more intuitive.

Each user record will be automatically connected to the corresponding PortaSwitch account (extension).

After you add the PBX users for a customer, notify the customer that they need to enable calling for added users on the Enterprise portal.

Adding users individually

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To add PBX users for your customer as Reseller:

7.1 Log in with your Reseller credentials to the Reseller portal.

7.2 Go to Enterprises and open a specific Enterprise (customer record).

7.3 Click Users on the navigation panel, and click Set Up PBX User.

7.4 Fill in the form with the required information. Consult the TeamMate documentation for a detailed description of the available fields.

Add PBX User

Uploading users in bulk

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Prepare a CSV file for the bulk user upload and upload users on the Reseller portal as described here.

The values in the file columns are the same as described in the Adding users individually chapter.

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