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How do I manage PBX Settings for my Customer accounts?

Partners are able to manage PBX Settings for their customer's accounts directly from the Partner Portal.

Procedure

  1. Log in to the Partner Portal with the credentials provided to you by GreenLink.
  2. On the left hand side, scroll down on the menu options until you find CUSTOMERS.
  3. Click on it and wait for the page to load.
  4. Once it loads you will see all your current customer accounts, click on MANAGE, on the left hand side next to any of your customer accounts.

If you receive the following error message when attempting to access one of your customers:

“Error: You are not authorized to manage this Customer. Please contact them and/or support in order to request access.”

This means the customer selected the option to manage their own account when their agreement was signed and partner access was removed or restricted. Because of this, the partner account no longer has permission to access or manage that customer’s account.

If access is needed again, the customer will need to authorize partner access or contact the GreenLink Support Team for assistance.