131 results found

1. management of mailboxes in the partner portal

   Managing quotas before adding or removing mailboxes

   2 votes

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   0 comments  ·  Features  ·  Delete…  ·  Admin →
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2. Support More Currencies

   Support more currencies such as GBD, USD, etc..

   4 votes

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   3 comments  ·  Features  ·  Delete…  ·  Admin →
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3. Have the choice to set with portal to use to manage Office 365 licences

   Default being set to license management from sherweb portal, we would like to be able to activate or deactivate this feature.

   16 votes

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   1 comment  ·  Office 365  ·  Delete…  ·  Admin →
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4. UX Tweaks

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

   105 votes

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   14 comments  ·  Performance  ·  Delete…  ·  Admin →
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5. Billing Integration with Xero

   Integration with XERO Billing

   9 votes

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   5 comments  ·  Delete…  ·  Admin →
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6. Performance Issues

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

   357 votes

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   18 comments  ·  Performance  ·  Delete…  ·  Admin →
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   Partner Portal Feedback responded

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

   Eric Lacroix
   Product Director, Platform

7. 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

   295 votes

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   99 comments  ·  Delete…  ·  Admin →
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   launched  ·  Eric Lacroix responded

   FIM (Federated Identity management) is now implemented, this solution will allow you to configure your Azure AD tenant as a replacement solution for the authentication process of our Partner Portal this will allow you to achieve SSO within a few clicks.

   To configure this integration, navigate to the ‘Security’ section then click on the Sub-Section ‘Identity Provider’ then a few configurations step will be required for the activation of this integration.

8. Column Totals

   Totals at the bottom of the Whole sale and Retail columns

   4 votes

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   0 comments  ·  Delete…  ·  Admin →
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9. Dynamics 365 integration

   Better integration or export ability for your product information like Dynamics 365..

   Also product codes so again it can marry better with Dynamics 365

   11 votes

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   1 comment  ·  Integration  ·  Delete…  ·  Admin →
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10. 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 service not offered by SherWeb bu solely only to our customers.
    • If using some PSA tools import the invoice and the PDF version of the invoice into the portal for payment processing.
    • Maybe implemented via a Wordpress plugin or a custom website with Ui customization capacity.

    • 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… more

    476 votes

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    126 comments  ·  Features  ·  Delete…  ·  Admin →
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    under review  ·  Emilie Arbour responded

    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

11. 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

    62 votes

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    29 comments  ·  Delete…  ·  Admin →
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    launched  ·  Emilie Arbour responded

    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.

12. IT Glue Integration

    IT Glue Integration

    10 votes

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    4 comments  ·  Integration  ·  Delete…  ·  Admin →
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13. Atera Integration

    Atera is an IT management solution that enables monitoring, management and automation of hundreds of SMB IT networks from a single console. Atera includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, and more

    7 votes

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    0 comments  ·  Integration  ·  Delete…  ·  Admin →
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14. Integration with Ninja

    Integration with Ninja RMM and RepairShopr

    10 votes

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    4 comments  ·  Integration  ·  Delete…  ·  Admin →
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15. 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
    297 votes

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    208 comments  ·  Delete…  ·  Admin →
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    developing  ·  Eric Lacroix responded

    Francais ici-bas

    Hello,

    We are currently looking for partners interested in developing integration with our new Account receivable APIs, those will allow you to consume the various products charges (fees) aligned with the billing period of your customers, which is particularly relevant if you want to benefit from pre-calculated adjustment of licenses including prorate and for usage base products (e.g.: Azure, Backup). So, in a nutshell this API allows you to develop the capabilities that have been put in place with our native ConnectWise, Autotask, Kaseya and QuickBooks integrations.

    For the moment these APIs are only available by invitation, you can confirm your interest by email or for further discussion, schedule a meeting for discussion with me: http://bit.ly/sw_eric

    Eric Lacroix B.Sc.
    Director Platform – Product

    Let’s connect on LinkedIn
    1 (888) 567-6610 Ext. 4571 | +33 (0) 1 72 81 35 97
    Schedule a meeting

    Bonjour à vous,

    Nous sommes actuellement à la recherche de partenaire intéressé à développer une intégration avec nos nouveaux APIs de compte recevable, ces deniers permettent de consommer les produits facturés Sherweb à la manière de votre client, le bénéfice principal étant l’alignement des charges (frais) sur la période de facturation de votre client et non pas sur votre période de facturation, particulière intéressant pour l’ajustement de License avec prorata et pour les produits à usage. Donc à terme simple cet API vous permet de développer les capacités qui ont été mises en place avec nos intégrations native de ConnectWise, AutoTask, Kaseya et QuickBooks.

    Pour le moment ces APIs sont disponibles seulement sur invitation, pouvez me confirmer votre intérêt par courriel ou pour de plus ample discussion, planifier une rencontre pour fin de discussion avec moi: http://bit.ly/sw_eric

    Eric Lacroix B.Sc.
    Director Platform – Product

    Let’s connect on LinkedIn
    1 (888) 567-6610 Ext. 4571 | +33 (0) 1 72 81 35 97
    Schedule a meeting

    Francais ici-bas

    Hello,

    We are currently looking for partners interested in developing integration with our new Account receivable APIs, those will allow you to consume the various products charges (fees) aligned with the billing period of your customers, which is particularly relevant if you want to benefit from pre-calculated adjustment of licenses including prorate and for usage base products (e.g.: Azure, Backup). So, in a nutshell this API allows you to develop the capabilities that have been put in place with our native ConnectWise, Autotask, Kaseya and QuickBooks integrations.

    For the moment these APIs are only available by invitation, you can confirm your interest by email or for further discussion, schedule a meeting for discussion with me: http://bit.ly/sw_eric

    Eric Lacroix B.Sc.
    Director Platform – Product

    Let’s connect on LinkedIn
    1 (888) 567-6610 Ext. 4571 | +33 (0) 1 72 81 35 97
    Schedule a meeting

    Bonjour à vous,

    Nous sommes… more

16. cash flow statement

    cash flow statement

    3 votes

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17. WHMCS integration

    WHMCS integration

    21 votes

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    4 comments  ·  Integration  ·  Delete…  ·  Admin →
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18. Usage sync between Cumulus and configuration screens.

    Would REALLY appreciate usage to automatically sync between Cumulus and the configuration screens, so that when I delete an account, or make some other change, I don't have to go back to Cumulus to reduce the usage there in order to avoid getting charged for it. And to be able to create an account (or make whatever change) without having to go into Cumulus to up my usage first.

    4 votes

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    0 comments  ·  Delete…  ·  Admin →
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19. Ability to create promo codes for our customers

    Ability to create promo codes for our customers within Cumulus

    7 votes

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    0 comments  ·  Features  ·  Delete…  ·  Admin →
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20. Private Mode

    The ability to access cumulus in “Private Mode” sometimes we are adding licenses or clients onsite and i dont want them to see the wholesale pricing on the main screen. If we login via “private mode” it would hide anything to do with Wholesale. Its a simply toggle that could just CSS “Display:none” in the wholesale column

    15 votes

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    1 comment  ·  Features  ·  Delete…  ·  Admin →
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