Partner Portal (Cumulus)
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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…476 votesSherweb 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 -
Performance Issues
Performance Issues are
- Errors/bugs/ spinning gears
- Slowness357 votes
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 -
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 On295 votesFIM (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.
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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
298 votesFrancais 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 – ProductLet’s connect on LinkedIn
1 (888) 567-6610 Ext. 4571 | +33 (0) 1 72 81 35 97
Schedule a meetingBonjour à vous,
Nous sommes…
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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.
241 votesSherweb 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 -
Cumulus mobile app
Manage your account from your smartphone.
Gérez votre compte depuis votre téléphone intelligent.
230 votes -
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
179 votesThe 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 -
ConnectWise integration
Integrate Cumulus to your ConnectWise account.
Intégrez Cumulus à votre compte ConnectWise.
168 votesWe’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.
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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 -
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 -
UX Tweaks
Difficulty in navigating and finding what you need in the Partner Portal (Cumulus)
- Product catalogue confusing
- Impossible to search within product offering105 votes -
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 -
Autotask Integration
Integrate Cumulus to your Autotask account.
Intégrez Cumulus à votre compte Autotask.
76 votesAutotask is now live!
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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 votesMFA 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.
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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 votesCumulus now integrates with PSA to simply your billing. You can choose to integrate between ConnectWise, Autotask, Kaseya and TigerPaw.
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Quoting tool in Cumulus
Generate quotes to potential customers from Cumulus.
Générez des estimés à des clients potentiels depuis Cumulus.
48 votes -
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.
46 votes -
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
38 votesGood Morning,
With the newly Added Account Payable APIs and with a few lines of Power Query Script you should now be able to extract invoices data from either Microsoft Excel, Power Automate or Power BI to create an outstanding report.
Those APIs include 36 months of historical data. You will also get access to the upcoming invoice; this one being updated daily to reflect the latest changes (licensing or usages) in your account.
To start using the Power Query Script technology you will need to activate and configure an API key, instructions and configurations available under the ‘Security’ section of the left side panel then under the submenu ‘APIs’ of the Partner Portal Application (‘Cumulus’).
If you’re not familiar with Power Query Script here a piece of script interacting with our APIs: https://gist.github.com/EricLacroix/e6313e893f3f107f22eccfb79cddadb7
If your looking for a turn-key Excel file using the previous Power Query Script , we’ve… -
Solarwinds N-Able/N-Central/MSP Manager Integration
SolarWinds N-Able/N-Central and MSP Manager Integration
31 votes -
Better Support Password (reset, self-service, employee policies)
From the Partner portal:
- Support resetting the password for our end-user and our self;
- Support setting the password manually;
- Support password policies;
- Control employee access via policies to reset password of customers
30 votes
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