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.