Key Terms
TEMPLATE NAME - The name of the template.
COMPANY NAME - The name of the company that is template is for.
RELATIONSHIPS ASSIGNED - The number of Relationships this template is assigned to.
LAST MODIFIER - The user name of the person who added or last modified the template and the date of the last change.
Add Template - Use the Add Template button to create a new Template.
Settings - Click the Gear Icon to change the settings that apply to all Portal Templates.
Payment Limit - This is the minimum amount in US Dollars that customers are allowed to pay from the Relationship Portal.
Payment % And Fee - When checked, select either Paypal or Stripe as the payment method to apply fees to payments made via the available payment gateways.
Paypal or Stripe Percentage Fee - This amount will be added as Percentage.
Paypal or Stripe Total Fee - This amount will be added as flat fee.
Display Rates - When checked, the Relationship Portal will show the rates contained in assigned ratedecks.
Re-Enable On Payment - When checked, the Relationship Portal will re-enable suspended trunk group(s) after a sufficient payment is made.
Allow Carrier to Change IPs - When checked, Relationship Portal users can make changes to the Trunk IPs of assigned Trunk Group(s).
Display Account Information - When checked, Relationship Portal users can access the Send Payments page to make payments.
Show Balance - When checked, the Relationship Portal users can view the Relationship’s current balance.
Show Carrier Payments - When checked, the Relationship Portal users can view the Carrier Payments page to view past payment, NRC and MRC transactions.
