Partner Portal (Cumulus)

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  1. 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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    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.

  2. ConnectWise integration

    Integrate Cumulus to your ConnectWise account.


    Intégrez Cumulus à votre compte ConnectWise.

    168 votes

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    launched  ·  Emilie Arbour responded

    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

  3. Autotask Integration

    Integrate Cumulus to your Autotask account.


    Intégrez Cumulus à votre compte Autotask.

    76 votes

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  4. 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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    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.

  5. 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 →
    launched  ·  Emilie Arbour responded

    Cumulus now integrates with PSA to simply your billing. You can choose to integrate between ConnectWise, Autotask, Kaseya and TigerPaw.

  6. 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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    Good 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…

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