Logging In & The Dashboard

Signing in

Open your partner portal in a browser and click Sign in. Enter the email and password you used at signup. If you don't remember your password, click Forgot password below the login form — you'll get a reset link by email within a minute.

If you've never confirmed your email address, you'll land on a "Please verify your email" page after login. Check your inbox (and spam folder) for the verification email and click the link inside. You only need to do this once.

The dashboard at a glance

After login, you land on the Dashboard. This page is your control surface — the four cards at the top show your headline numbers (tenants, extensions, DIDs, system status) and the row below them adds active users and call minutes for the month.

If your account is still in trial, you'll see a banner across the top with a countdown. You can keep working normally during trial — the banner just reminds you to activate before it expires. We'll cover activation in Account & Subscription.

The three buttons at the bottom (Manage Tenants / View Analytics / Partner Settings) are shortcuts to the most common destinations. You can also reach them from the top navigation.

The top navigation

Every page on the platform shares the same top nav. There are five menus, each opens on hover or click:

• Dashboard — back to the landing page you just saw.
• Tenants — manage your customer accounts. Two items inside: Tenants (the list) and Tenant Defaults (settings applied to newly created tenants).
• Numbers — phone number management. Three items inside: Buy DIDs, DID Inventory, and Port Numbers In.
• Reports — Revenue Analytics and Tenant Invoices.
• Settings — your account, your team, billing, branding, API keys, webhooks, and usage limits.

A Help link in the top nav opens the Help Center (this manual lives there).

In the top right, your initials open a small menu with your profile, a dark-mode toggle, and Sign out.

Mobile

The dashboard is fully usable on a phone or tablet. The top nav collapses into a hamburger menu, tables become horizontally scrollable, and modals go full-screen. You can do everything on mobile that you can do on desktop — including buying numbers and onboarding tenants.

Your Setup Checklist (the rocket icon, bottom-right)

The first time you sign in, a floating helper appears in the bottom-right corner of every dashboard page. It's a 6-step setup checklist designed to walk a brand-new partner from empty account to revenue-generating in one sitting.

The six steps:

1. Create Your First Customer — add a tenant
2. Set Up Your Branding — logo, colors, white-label
3. Configure Billing — connect Stripe to accept payments
4. Get Your First Phone Number — buy a local or toll-free DID
5. Set Your Pricing — create at least one billing profile
6. Invite Team Members — add staff users

Each item auto-detects completion based on real activity in your account — there are no checkboxes to tick manually. As soon as you create a tenant, complete Stripe Connect onboarding, etc., the item flips to a green check on your next page load.

Behavior

• Brand-new partners (0 of 6 complete) get the checklist auto-expanded as a card so the welcome moment is impossible to miss.
• Once you've made any progress, it collapses to a small rocket pill in the corner showing your progress (e.g. "3/6 done").
• Click the pill to expand it again. Click any row to jump straight to the page where that step gets done.
• The – button minimizes the expanded card back to the pill.
• The ✕ button hides the helper for the current browser session. Closing the tab and coming back brings it back — this is intentional. We don't let you permanently lose the helper until you finish all 6.
• Once all 6 are complete, the helper disappears entirely and won't come back.

If you're a seasoned operator and don't want the helper at all, just hit ✕ whenever it pops up. It's not blocking anything.

What's next

Now that you can find your way around, let's create your first tenant.