Applies To

Call2Teams - Partner


TABLE OF CONTENTS


Overview

This article describes how to purchase and use the self-service branding functionality on the Call2Teams portal.


Purchasing Branding Essentials     

Branding Essentials is a SKU enabled add-on to the Call2Teams Partner portal. It follows the same hierarchy of the portal and will provide the branding set to any sub accounts. 


To purchase, go to the top level partner layer of the customer portal and navigate to the "My Subscriptions" tab. 


Note: Branding Essentials is already included for White Label/Full Brand Partners.

Note: Admin Users MUST have the "Branding Contributor" role to see the Branding Tab within their Partner Portal. This must be added by us, via a Service Desk request.



Process

In most cases branding will be done on the account.

However in the event of branding for a child account then click onto the 'Account Link' for said account, and continue the branding process from there. 


Select Branding Tab as highlighted:


Add Trunk/PBX template(s) if required:




The option is available to let customers see templates from parent accounts or not. This includes the default templates. If parent account templates are blocked, the customers will not have the option to click 'My PBX is not shown' or 'My Trunk is not shown'.


Configuration of the templates is designed to be intuitive. Each field will have options to show its level of visibility to customers and options on fields that may require editing:



  • Edit Mandatory: This field is required to be filled in and will be visible in the services
  • Edit Optional: This field is optional but will be visible in the services
  • Locked Edit Mandatory: This field is required to be filled in. The lock symbol will need to be clicked to be able to edit this field. This field will be visible in the services.
  • Locked Edit Optional: This field will be locked and visible. To modify this field click on the padlock. This will be visible in the services.
  • View Only: This field will only be available to view. Any entry added at template level will not be able to be changed.
  • Hide: This field will be hidden from the services and will retain the values added at the creation of the template.



Add Company Images:


To upload the company logo (which will be displayed in the top right hand side of the portal) select the button 'Choose Image to Upload', navigate to the desired logo and select it, then click save. 


Crop the logo to the desired size and select save. 


The default logo in the portal will have changed to the newly uploaded one. 



The same can be applied to the portal icon (favicon). Select the 'Choose Image to upload' button, select the desired icon, and then click save. 




In the Link tab, users have the ability to setup commerce and support links, and select the level of visibility along the descendants. 


Simply add company support and commerce URLs in the appropriate slots. The commerce store link will be applied on the shopping trolley icon at the top right and the support link will be applied to the question mark.


It is recommended to not select 'Visible To Account' on the main account, as that will override the Call2Teams support widget, which will remove the ability for users to be able to log a ticket with Call2Teams.



Phone App Branding (optional)


Included with a full or partial branding subscription is the option to edit the Phone App deployment to customers. 


The options below must all be filled out in order to publish the updated manifest to the Teams environment of customers (this takes effect after a future sync). 


The sync will attach a revision to the version number to the branding update; for example V1.2.0-0001 / V1.2.0-0002

Disclaimer

Please note Destiny Automate cannot be held responsible for the content of any third-party documentation offered.