Skip to content

How can we improve Sherweb's partner portal (Cumulus)?

← Partner Portal (Cumulus)

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.

477 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Eddie Clark shared this idea  ·   ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
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

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • David Fitzerman commented  · 

    Annual Survey 2018 Question 10

  • J Pascucci commented  · 

    Annual Survey 2018 Question 10

  • Benjamin Esau commented  · 

    Annual Survey 2018 Question 10

  • Casey Wallace commented  · 

    Annual Survey 2018 Question 10

  • Rhonda McNamara commented  · 

    Annual Survey 2018 Question 10

  • jason grau commented  · 

    Annual Survey 2018 Question 10

  • Ana Rodriguez commented  · 

    Annual Survey 2018 Question 10

  • [Deleted User] commented  · 

    Annual Survey 2018 Question 10

  • Justin Wood commented  · 

    Annual Survey 2018 Question 10

  • Catalin Acio commented  · 

    Annual Survey 2018 Question 10

  • Robert Barcus commented  · 

    Annual Survey 2018 Question 10

  • Kyle Smith commented  · 

    Annual Survey 2018 Question 10

  • Michael Wayland commented  · 

    Annual Survey 2018 Question 10

  • Yan Gauthier commented  · 

    Annual Survey 2018 Question 10

  • Mary Lang commented  · 

    Annual Survey 2018 Question 10

  • Jack Levy commented  · 

    Annual Survey 2018 Question 10

1 3 5 6 7

Partner Portal (Cumulus): Features

Categories

Feedback and Knowledge Base

(thinking…)