WMP Functionality and Access via Salesforce Partner Community
This Documentation describes features available within Wildix Management Portal (WMP) and how to access WMP via Salesforce Partner Community.
Created: October 2024
Other documentation:
- Salesforce Partner Community Guide
- Submit a Case via Salesforce Partner Community
- How to transfer HWaaS devices to another Customer via Salesforce Partner Community
- How to assign CAPEX devices to a Customer via Salesforce Partner Community
Permalink: https://wildix.atlassian.net/wiki/x/AYCONg
How to Access WMP
To access WMP via Salesforce Partner Community:
- Log in to Salesforce Partner Community
- Click More in the top panel -> choose WMP option:
- WMP opens inside Salesforce Partner Community:
Available Functionality
View Dashboards
You can find the following types of Dashboards in WMP, which provide versatile information, such as monthly recurring revenue, licenses overusage, CLASSOUND calls, etc.:
- MRR: the Monthly Recurring Revenue (OPEX)--including the actual MRR rate versus the committed MRR rate according to the blanket agreement
- Reports: separate reports on Licences Overusage, CLASSOUND Orders, Serial/ DID finder, Licences Expirations Calendar
- Wildix Grand Prix: the overall position in the global Wildix Grand Prix as well as rankings by country
- CLASSOUND: statistic reports of incoming and outgoing CLASSOUND calls including DIDs, duration, costs etc
For more details, see the documentation: WMP Dashboards.
Pay Bills
It is possible to pay bills directly on WMP, due to Wildix integration with Stripe online payment solution.
Check the following documentation for more details: How to process and pay bills directly via WMP.
Upload Company Logo
Gold Partners have the option to display their company logo in WMS / Collaboration interface.
- The logo can be uploaded in WMP -> click under user name -> select Company Settings:
- Upload the logo. Requirements: file format: JPG, GIF, PNG; image size: 140px x 60px; file size: < 1MB
- On the Licenses page in WMS, click Download logo to make the logo appear in the upper right part of WMS / Collaboration interface / Remove logo to remove the logo from WMS / Collaboration interface
Enable SSH port on Cloud PBXs
Direct access to SSH port on Cloud PBXs is blocked for security reasons. But you can temporarily enable/ disable SSH port 2222 via WMP:
- Access WMP
- Select your company and your customer -> PBXes
- In front of the PBX, click Options button (three dots) and select Edit
- Click Advanced features
- Select Enable SSH option
If there is a need to block the port, it can be deactivated via Disable SSH option.
Migrate to a new Cloud PBX
The option is required if you want to move Per User subscription-based (1 month/ 1 year/ 5 years) PBX to Cloud. First, you need to create a new Cloud instance instead of your current PBX (see how to create a PBX in PBX Licensing and Activation - Admin guide). The licenses active on this PBX and the PBX serial will be moved to the new Cloud instance. Then, follow the steps below:
- Access WMP
- Select your company and your customer
- Click Options button (Three dots) and select Edit
- Click Advanced features
- Click Migrate to new WCloud PBX
Move PBX to another Customer
- Go to Customer -> select Customer and choose the option PBXes:
Select a PBX you need to move: click Options button (three dots) and select Transfer:
Select a company to move PBX and click Ok:
Confirm the operation by clicking Yes
View CLASSOUND Temporary DID
After DIDs porting is ordered and Instant Virtual Porting is requested, the list with all DIDs belonging to the specific customer/ reseller is displayed on the CLASSOUND DIDs tab in WMP.
There, in Temporary number column, you can find Temporary CLASSOUND DID once available (takes up to 2 days).