Partner Portal (Cumulus)

Welcome to the Partner Portal (Cumulus) forum. This is your place to suggest your ideas and suggestions on how we can improve the Partner Portal (Cumulus).

Thank you for being part of our Sherweb community and helping us improve!

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  1. End Customer facing Portal for User adds/changes

    • End user portal where customers can control their licences and their end user accounts. Once they make a change, an email should be generated to the partner to update their contracts or information should sync directly into the PSA tools.
    • Invoice customers and receive payments. It is an admin headache to check each month for adds, deducts, prorates, etc. to bill customers correctly. Hard to keep a recurring billing when data updates here.
    • Include Paypal/Square payment Gateway or other payment gateway vendor
    • If not using any PSA tools support custom bundle management to create product and…

    472 votes
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    125 comments  ·  Features  ·  Admin →

    Sherweb is exploring the idea of building a end-user portal. This portal would allow your customers to control their licences and their users accounts.

    You would like to be part of this project, by sharing what features would make the best end-user portal for your business? That’s great because we want to build something that will be of value for you!

    Let me know if you are interested in sharing your comments on the features that you would like to see in an end-user portal for your customers!

    Émilie
    earbour@sherweb.com

  2. Performance Issues

    Performance Issues are
    - Errors/bugs/ spinning gears
    - Slowness

    356 votes
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    The team has started fixing performance issues. Please comments if there zone in the application generating unexpected performance.

    Eric Lacroix
    Product Director, Platform

  3. SSO (Single-Sign On)

    Single sign-on (SSO) is a property of access control of multiple related, yet independent, software systems. With this property, a user logs in with a single ID and password to gain access to a connected system.

    Consolidate portals. It is ridiculous that I’m forced to have different logins in order to administer my clients. It is frustrating to have to try and remember which of one to use. I have to log in to administer in order to take care of a client’s needs.

    Support:
    * SAML user authentication for Reselling / Partner.
    * SSO, Single-Sign On

    294 votes
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    Good news!

    The development phase has started, and we will be adding a native MFA solution at no cost to our Partner portal and a FIM (Federated Identity management) solution to allow our clients to connect their own Identity management solutions (e.g.: Azure AD, Google, Okta…).
    MFA should be delivered start of Q4 2019 calendar year;
    FIM should be delivered by the end of Q4 2019 calendar year;
    Specifically, for the Microsoft Partner Center, we are already using the Secure API from Microsoft to automate the Microsoft Partner Center from our Partner portal application.

  4. API

    I would like to see an API so that I can:


    • Pull my billing data and import it into my billing system.

    • Automate my WebSite to create a MarketPlace

    • Create a Self-Serve Portal

    • Manage provisioning

    • Manage entitlement

    283 votes
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  5. Ticketing System

    A ticketing system (support ticket system) collects all customer support requests from a wide range of sources and manages them in one location.

    242 votes
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    5 comments  ·  Features  ·  Admin →

    Sherweb is exploring the idea of building a ticketing system within Cumulus.

    You would like to be part of this project, by sharing how you envision this ticketing feature? That’s great because we want to build something that will be of value for you!

    Let me know if you are interested in sharing your comments on the features that you would like to see in a ticketing system!

    Émilie
    earbour@sherweb.com

  6. Cumulus mobile app

    Manage your account from your smartphone.


    Gérez votre compte depuis votre téléphone intelligent.

    229 votes
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  7. Better Invoice Format


    • Include sub-total per org in PDF invoice

    • Include Account Number

    • Add customized info on line items o the SherWeb invoice

    • Attach as a PDF

    • Preview PDF version of the invoice;

    • Export format to ease QuickBook import

    178 votes
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    38 comments  ·  Invoice  ·  Admin →

    The team has started collecting insight if you haven’t been contacted and wish to provide some insight please feel free to reach out to me with your contact information: http://calendly.com/elacroix

    You may also be interested in voting or looking at “End Customer facing Portal for User adds/changes” http://feedback.sherweb.com/forums/917740/suggestions/31759024

    PS: You are receiving this message because you either vote on this idea or because you promote it as a weakness during our annual survey.

    Eric Lacroix
    Product Director, Platform

  8. ConnectWise integration

    Integrate Cumulus to your ConnectWise account.


    Intégrez Cumulus à votre compte ConnectWise.

    168 votes
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    We’re excited to announce that our partner portal now integrates with ConnectWise! Use this integration to easily bill your clients and automate your services, so you can save time and reduce costs.

    http://info.sherweb.com/partner-integrations-connectwise.html


    Nous sommes heureux d’annoncer que ConnectWise s’intègre maintenant à notre portail des partenaires! Tirez profit de cette intégration en facturant vos clients et en automatisant vos services en toute simplicité afin de gagner du temps et de réduire vos coûts.

    https://www.youtube.com/watch?v=UOFg4kN_xIA

  9. Remote Management Monitoring

    Remote monitoring and management (RMM) is the process of supervising and controlling IT systems (such as network devices, desktops, servers and mobile devices) by means of locally installed agents that can be accessed by a management service provider.

    Functions include the ability to:


    • Install new or updated software remotely (including patches, updates and configuration changes)

    • Detect new devices and automatically install the RMM agent and configure the device

    • Observe the behavior of the managed device and software for performance and diagnostic tasks

    • Perform alerting and provide reports and dashboards

    124 votes
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    4 comments  ·  Features  ·  Admin →
  10. Remote Desktop Management

    Remote desktop is a program or an operating system feature that allows a user to connect to a computer in another location, see that computer's desktop and interact with it as if it were local.

    110 votes
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    3 comments  ·  Features  ·  Admin →
  11. UX Tweaks

    Difficulty in navigating and finding what you need in the Partner Portal (Cumulus)
    - Product catalogue confusing
    - Impossible to search within product offering

    103 votes
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  12. Better Notification Mechanism

    Provide better notification mechanism:
    * Send the email notification to the User executing the provisioning action
    * Create a new type of notification to receive those via Microsoft Team or Slack.

    102 votes
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  13. Autotask Integration

    Integrate Cumulus to your Autotask account.


    Intégrez Cumulus à votre compte Autotask.

    76 votes
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  14. Add more products

    Add more products, specifically security products, products that simply admininistration tasks such as password managers, email signature management, etc..

    70 votes
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    1 comment  ·  Admin →
  15. 2FA/MFA (Multi-factor authentication)

    Multi-factor authentication is a method of confirming a user's claimed identity in which a computer user is granted access only after successfully presenting two or more pieces of evidence to an authentication mechanism: knowledge, possession, and inherence

    63 votes
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    MFA for Cumulus is now available! Check your “Security” tab in the “Administration” menu. Choose your favorite way of logging in via Google Authentificator, Microsoft Authentificator, SMS, and email.

  16. Professional services automation (PSA)

    Professional services automation (frequently abbreviated to PSA) is software designed to assist professionals, such as lawyers, auditors, and IT consultants, with project management and resource management for client projects and utilization rate management for billable staff.

    49 votes
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    0 comments  ·  Integration  ·  Admin →
  17. Quoting tool in Cumulus

    Generate quotes to potential customers from Cumulus.


    Générez des estimés à des clients potentiels depuis Cumulus.

    49 votes
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  18. Dashboards/BI on your business

    Reporting, statistics, next invoice amount, quota versus allocated, etc.


    Rapports, statistiques, montant de la prochaine facture, quota comparé à utilisation réelle, etc.

    45 votes
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    15 comments  ·  Reporting  ·  Admin →
  19. Export license/usage reports per customer to CSV

    Real-time usage reports which include dollar amounts so we know what to bill our customers at a glance.

    Detailed billing reports by customer within 24 hours accuracy EXPORTABLE to excel or PDF

    37 votes
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  20. Solarwinds N-Able/N-Central/MSP Manager Integration

    SolarWinds N-Able/N-Central and MSP Manager Integration

    30 votes
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