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A customer is a single business unit in our Portal. The customer is usually a business, and they will have users and deployments assigned to them. The customer information contains contact information and billing information. To manage or update this information, please review the instructions below.
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Go to the Sangoma Portal at http://portal.sangoma.com and log in.
In the navigation menu near the top, select Customers → List All.
You should now see a list of all customers, including yourself, and any customers that are below you as sub-accounts.
Click on the binoculars icon next to the customer to view all the information that we have on file about the customer.
In our example, we can see the contact information, billing address, and shipping address. It is advised to populate the Billing and Shipping address to save time from having to enter this information when making a purchase from the store. We can see at the top who the Reseller "Owner" of this customer is. If this was a sub-customer of yours, you would show up as their Reseller Owner. We can also see at a glance the amount of support credits that are left. Clicking on the Support Credit value will bring up a complete transaction log of all support credits that have been purchased or billing entires from the ticketing system as deductions.
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