We value our partners and understand the intricacies of their systems. That’s why we’ve created a robust Partner API and a user-friendly dashboard for managing accounts. The Partner Dashboard allows you to effortlessly set up teams, manage users, control phone numbers, and configure billing. It offers a simple interface for partners who want an easy-to-use solution in addition to API access.

Partner Portal Introduction

You can access the partner portal here: https://partner.clerk.chat

Simply input the email address provided by Clerk Chat to set up your account. You will be asked to validate your email address with a verification code and set up an account password.

You will then be logged into the Partner Dashboard, where you can see all of your accounts and users provisioned on behalf of your company.

Add Team

To add a customer to your account click on + Add team

Enter the company legal name and any associated PO Number if relevant. You can even add a company avatar or logo associated with the company.

Press Save to save your progress. You will now see a home screen for that Team/Company:

Add User

Once the new team is set up, click on that Team and add users + Add user.

Users, also known as members, can be added via a pop-up text block. Users may be added individually or in bulk, separated by commas.

Once you have added a User, you can add additional information on the following screen. You can provide them with a custom name, which is defaulted to Unnamed user.

You can also assign their permission levels in the ROLE column. Their Role will determine the permissions they have within the organization. The default role is as Member, which is the least privileged role that can only send and receive messages from the phone number the have been assigned to.

Add Inbox (Phone Number)

Next click on the tab named INBOXES. Click [+Add Inbox] to add the phone numbers for your users, separated by commas if adding multiple users. Inboxes may be general company numbers (think those numbers that you publish on the website), or individual numbers associated with each user (your individual work phone number).

Within the pop-up window, enter the phone number(s) you wish to enable for SMS. To add multiple numbers simply separate them with a space.

Click on Create Inbox when you are finished.

Clerk Chat connects to a number of underlying carriers via API allowing us to simply enable messaging without disrupting calling. Moreover, Clerk Chat can “host” just the SMS portion of the number without porting the number. This ensures a smooth and non-intrusive setup process, making it easy to integrate Clerk Chat with your existing communication infrastructure.

The SMS portion of the number will be immediately activate after this step. All voice services will remain the same as they were. There will be no change to the customer calling plans, call flow, or any voice configuration items.

The numbers you activated will now show up under Inboxes in your Partner Dashboard. While most activations happen instantly, please allow up to 24 hours for SMS to be activated.

Assign Inbox to User

Once the Inbox/DID is set up, you can assign each individual inbox to the appropriate User or Users. In simple P2P messaging – you would typically set one user to one phone number associated with that individual.

Assign multiple people to Shared or Individual Inboxes

Clerk enables you to assign team members to shared or individual inboxes based on your requirements. Shared inboxes allow multiple team members to access and collaborate on incoming messages or requests, while individual inboxes provide a dedicated space for specific team members. Simply select the team member(s) you would like to have access to each phone number activated with Clerk Chat.

Each end customer now has access to their Clerk Chat account and the inbox number(s) you assigned them.

Roles

With Clerk Chat, you have the flexibility to define roles or permissions for each team member. You can assign different roles or access levels, such as administrator, manager, or agent, depending on their responsibilities and the level of control you want them to have. This ensures that team members only have access to the features and information relevant to their roles.

Clerk Chat is designed to support a very granular permission structure, making it an ideal choice for both enterprises and small teams. With Clerk, administrators can assign specific permissions to individual users or groups of users, giving them control over which actions each user can perform within the app.

This level of control is essential for organizations that need to maintain strict security and compliance standards. It also makes it easier for small teams to manage access and collaboration within their own organization.

Roles indicate the user's level of control and access and the permissions they have. Assign Roles to manage your users, each Role has a different level of access. The available Roles are: Workspace Admin, Admin, Agent, Manager, and Member.

Permissions for the Workspace Admin role:	Permissions for the Admin role:
• Add Inbox • Modify Billing • Modify Private Inbox • Modify Public Inbox • Modify Team • Modify Team Member • Remove Inbox • Add & Remove Team Members • Update Contact • Update Property • View Private Inbox • View Public Inbox • View Messages	• Add Inbox • Modify Billing • Modify Private Inbox • Modify Public Inbox • Modify Team • Modify Team Member • Remove Inbox • Add & Remove Team Members • Update Contact • Update Property • View Private Inbox • View Public Inbox
Permissions for the Manager role:	Permissions for the Agent role:
• Add Inbox • Modify Private Inbox • Modify Public Inbox • Modify Team • Remove Inbox • Update Contact • Update Property • View Private Inbox • View Public Inbox • Delete Messages • View Messages	• Modify Public Inbox • Remove Team Members • Update Contact • Update Property • View Public Inbox • View Messages

Permissions for the Member role:
• Modify Public Inbox
• Update Contact
• Update Property
• View Public Inbox
• View Messages

Roles & Permissions - Summarized

User Access	Workspace Admin	Admin	Manager	Agent	Member
Add inbox	✓	✓	✓	—	—
Modify Billing	✓	✓	✕	—	—
Modify Private Inbox	✓	✓	✓	—	—
Modify Public Inbox	✓	✓	✓	✓	✓
Modify Team	✓	✓	✓	—	—
Modify Team Member	✓	✓	✕	—	—
Remove Inbox	✓	✓	✓	—	—
Add & Remove Team Members	✓	✓	✕	✓	—
Update Contact	✓	✓	✓	✓	✓
Update Property	✓	✓	✓	✓	✓
View Private Inbox	✓	✓	✓	—	—
View Public Inbox	✓	✓	✓	✓	✓
View Messages	✓	✕	✓	✓	✓

Additional information about roles and permissions can be found

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Paywall

When your customer reaches the text message limits in any of the packages, or click on any of the advanced features that are not available in their package, they will receive a message within the application asking them to contact you, their reseller, to upgrade their packages. This is a great opportunity for you to sell the value and benefits of the unlimited offering and scale your revenue!

Example of paywall message:

Paywall Customization

Within Clerk Chat you can customize the announcement end users receive when action is required. In most cases our partners want their customers directed back to them to provide first level support, or to add accounts, upgrade packages, or anything revenue impacting. We have made this very easy as a global setting. This will take you to a screen where you can change the default message to any messaging you choose to be presented to your customers.

Customizable Message

When a customer reaches their SMS message limit or wants to upgrade accounts to access new features, they will directed to your company! This creates a great opportunity to demonstrate advanced features and promote the benefit of upgrading their service.