Partner Access to Customer Account

NOTE: This article is applicable to Sky customers. To access partner-related articles that are specific to MiCloud, see the Enabling Partner Access and MiCloud Partners articles.

Table of Contents

Overview
Sky Customers

Referring Partners

Overview

As a Sky customer, you may have a referring partner who was your partner of record at the time of sale when your account was initially created. If you are a Decision Maker, you can enable your referring partner to become an Authorized Contact (Decision Maker or Phone Manager) to perform actions on behalf of your account. To learn how to enable a referring partner, see the Enable Referring Partner Access section of this article. Alternatively, if you have an IT consultant or a new partner (who was not your partner of record at the time of sale) that you want to perform actions on behalf of your account, you can add this consultant or partner to your account as a new contact and assign this contact an Authorized Contact role. For instructions to add a new contact, see the "Add New Contact" section of the Add User article.

Referring partners must have their own Sky account in order to access their customer's accounts as an Authorized Contact. For more information, see the Referring Partners section of this article.

To review the rights and responsibilities granted to Decision Makers and Phone Managers, see the Authorized Contacts article. Note that only Decision Makers can create other Decision Makers, and access the Invoices & Payments screen to view billing information and pay bills. An enabled partner has access to the Account Portal and Support to perform or request additions and changes to the users and services utilized in your organization's phone system. To review the range of phone system features that can be accessed from the Account Portal, see the Account Portal article.

Sky Customers

If you are a Decision Maker for your Sky account, you can use the following instructions to enable or disable a referring partner's ability to manage users and services on behalf of your account.

Enable Referring Partner Access

As a Decision Maker, you can enable your referring partner to manage users and services on behalf of your account using the same permissions as a Decision Maker or Phone Manager for your account. If you want your referring partner to view and pay bills for your account, you must assign the role of Decision Maker to your referring partner. To learn more about the functions that a Decision Maker or Phone Manager can perform for a Sky account, see the Authorized Contacts article.

Use the following instructions to enable your referring partner to manage activity on behalf of your account:

1. Log in to the Account Portal with your username and user password.
2. Navigate to Organization > Account > Groups.
3. Click the Partner Access button located in the toolbar of the Groups screen.
4. In the Authorize Partner dialog that opens, do the following:
   • Select the desired roles that you want to enable your partner to have. You can select the Decision Maker role, the Phone Manager role, or both. For each selected role, a group will be created in your partner's account that is named for your account followed by the word Decision Maker or Phone Manager.
   • Ensure that one or more partner email addresses are populated in the Email Notification Notify of changes input area. This will notify your partner that they now have access to your account.
5. Click OK.

Disable Referring Partner Access

As a Decision Maker, you can use the following instructions to disable your previously enabled referring partner to prevent the partner from continuing to manage activity on behalf of your account:

1. Log in to the Account Portal with your username and user password
2. Navigate to Organization > Account > Groups.
3. Click the Partner Access button located in the toolbar of the Groups screen.
4. In the Authorize Partner dialog that opens, do the following:
   • Remove the existing check marks next to Phone Manager and/or Decision Maker. For each de-selected role, the group previously created in your partner's account will be removed.
   • If one or more partner email addresses are populated in the Email Notification Notify of changes input area, the partner will be notified that they no longer have access to your account.
5. Click OK.

Identify Your Referring Partner

Decision Makers and Phone Managers can use the following instructions to identify the referring partner for your account:

1. Log in to the Account Portal with your username and user password
2. The Account Details screen opens.
   • If you are already logged into the Account Portal and viewing another screen, to access the Account Details screen, do one of the following:
     • Navigate to Organization > Account > Account Details.
     • Click the name of your account, which is displayed in the top-right corner of every screen in the Account Portal.
3. Find Referral Partner in the Account Facts (top-center panel) area of the Account Details screen.
4. Additionally, if your referring partner was enabled via the process that is documented in the Enable Referring Partner Access section of this article, you will see a list of personnel for your partner under Partner Contacts in the Contacts (top-left panel) area of the Account Details screen.

Referring Partners

After a referring partner has been enabled by a customer using the Enable Referring Partner Access instructions above, the partner can use the following instructions to access a customer's account as an Authorized Contact.

NOTE: If you need to view and pay bills for your customer's account, you will need to be assigned the role of Decision Maker by your customer. To learn more about the functions that a Decision Maker or Phone Manager can perform for a Sky account, see the Authorized Contacts article.

Add Members to Customer Group

Use the following instructions to add members from your partner account to one or more groups to provide these members with Authorized Contact capabilities. These groups are named for your customer's account followed by the word Decision Maker or Phone Manager.

1. Log in to the Account Portal with your username and user password.
2. Navigate to Organization > Account > Groups.
3. In the Groups screen that appears, locate the group that is named for your customer's account followed by the name of the desired Authorized Contact role, and then click the link in the Name column for that group.
   Alternatively, you can right-click the desired group and select the Edit option that appears.
4. The Edit Group wizard opens displaying the Properties panel. It is recommended to not change the existing properties. Click Next. 
5. In the Members panel that appears, click All members.
6. Expand the Person list (click the + plus sign), scroll through the list, and select the check box (in the Add column) to add a checkmark next to each desired person you want to become a Decision Maker or Phone Manager (depending on the name of the group).
   NOTE: Only selected Persons (and Persons who are members of selected Groups) can utilize the permissions associated with the assigned Authorized Contact role. Do not make any selections from the Profiles list.
7. Click Next.
8. In the Owners panel that appears, click Finish and the selected Persons will be assigned the Authorized Contact role associated with the group name. Note that there is no added functionality by adding any Persons or Groups as an Owner. 

NOTE: It is recommended to NOT select the Import Members check box, which would add ALL of the users (from the Person list) to the group and assign all of them the Authorized Contact role associated with the group name.

Access Customer Account

1. Log in to Account Portal with username and user password
2. Hover over the login name (and email address) above the Account Name in the top-right corner of any screen in the Account Portal.
3. Select "Switch Account" from the menu that appears
4. Begin typing the name of your account and select the name when a match is displayed
5. Click OK

View List of Customer Accounts

Referring partners can review a list of all of their customer accounts by doing the following:

1. Log in to the Account Portal with your username and user password
2. From any screen in the Account Portal, navigate to Organization > Account > Customer Accounts.
3. In the Customer Accounts screen that opens, referring partners can view, export a list, and search for customers by typing search criteria in any of the data fields displayed on the screen. This screen contains the following fields for each associated customer account:
   • Account Name
   • Monthly - Indicates the current Monthly Recurring Revenue (MRR) for the account.
   • Balance - Indicates the current balance due for the account.
   • First Invoice Date
   • Profiles - Indicates the number of profiles for the account.
   • Locations - Indicates the number of locations for the account.