Platform Overview (RMM)
From Zenitel Wiki
Learn to navigate the Partner Portal.
The user-friendly Partner Portal allows you to configure your company, manage devices, monitor performance, maintain devices, invite team members, and more.
The Partner Portal consists of the following sections, as shown in the image below:
- The tenant (the currently active company).
- Your company logo.
- A background image (customizable).
- The top menu, which contains icons that give quick access to user services.
- The left-hand navigation pane, which gives you access to all areas of the Partner Portal.
- The interactive content area, used for working with content, configuring settings, displaying information related to the selected item in the navigation pane, etc.
Tenant
The tenant is the company that is selected in the portal. In the event of the user having access to multiple companies, it is possible to switch company/tenant by clicking in the the tenant area and press Switch Tenant in the popup.
All information, devices, configurations, activities, reports, etc. displayed in the Partner Portal relate to the selected tenant.
Logo and Background
Logo
The tenant logo is used in various places around the Partner Portal.
To change it, hover over the logo (marked #2) and click the pen to change the image.
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The logo should be at a 1:1 size ratio with a recommended size of 100x100 pixels. |
Background Image
Each space/customer can have its own background image to help easily identify, or provide more information about, the space/customer. By default, spaces/customers will inherit the image from its parent, all the way up to the one set for the tenant.
To change the background, hover over it (marked #3) and click the icon that appears in the top-right corner. Click the circled X to delete an image, the upload button to set a new image or the download button to inherit the image from the parent.
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The image is recommended to be at a 10:1 ratio with a recommended size of 2,000x200 pixels. |
Top Menu
The top menu gives users easy access to commonly used services:
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Search
The Search icon displays a search box and presents a modal with a list of relevant categories or sections to direct you to the section of the portal you need. Some of these sections have their own search capability (for example, if you select the Users category, the Users page that opens will have its own search function).
Contact support
The Contact support icon provides an easy way to get in contact with the Partner Portal support. This is not related to device support, where you raise a ticket to resolve an issue. Clicking the icon will open a popup window, allowing you to send a message to our Partner Portal support.
Shopping cart
This feature will become available when there are subscriptions available for purchase. Any products or subscriptions that have been selected but not yet paid for are displayed in the shopping cart. From the cart, you can easily increase or decrease the quantity of any item or subscription.
Notifications
Displays notifications for all pending action items. Clicking on a notification directs you to the relevant section of the portal.
Success center
The Success center will help you get started and set up your tenant in the Zenitel RMM solution.
User settings
From the User settings, you can access help, contact support (optional), change your password, access terms of service and privacy policies, and sign out of the Partner Portal.
The left-hand navigation gives you easy access to all areas of the portal. It is divided into the following main sections:
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Control Center
The Control Center includes the Organizational Overview and Incidents sections, which provide comprehensive insights into the overall status of your company. It allows you to configure, manage, and support the connected devices within your spaces remotely.
Asset Management
Asset Management includes the Devices, Files, and Warranties sections:
Devices displays a collated list of all connected devices, allowing administrators to trigger commands to multiple devices in bulk. Files allows you to view and manage a list of all files that have been attached to your devices and spaces. Warranties includes the list of warranties from all devices, allowing you to view their expiration dates and easily track them.
Digital Products
This feature will become available when there are subscriptions available for purchase. Digital Products includes the Store and Your Products sections, to simplify the management of the digital licenses and subscriptions available to enhance the functionality of your connected devices.
Settings
Settings provides fine-grained control over the administrative settings for your company/tenant, including integrations and user and group management.
Interactive Content Area
The interactive area of the Partner Portal hosts a variety of features that change dynamically based on your selections in the left-hand navigation or top menu. For example:
- It serves as the display for your user-defined dashboard. Note that widgets chosen to be displayed in the dashboard apply to all spaces and are visible to all users.
- Here, you can claim devices.
- It’s also where you’ll find logs and reports, among other features and functions.