Popular Articles
Webhooks
The platform supports web hooks as a way to integrate with external systems. Primarily this is used to send notifications of events within the Call Manager platform. Supported Events We currently support the following notification events: Account ...
Setup A Tenant for Call Manager
Step 1: Global Administrator Accepts Portal Invite The email address configured at Service creation time will receive an invitation to the service. This will be branded as per the Partner's brand. The user should click the Accept Invitation link and ...
Overview of Portals
There are two primary portals to operating the Haptap Call Manager service. Partner Management Portal This portal is available at admin.yourbrand.com. The partner portal is where you create and manage customers and resellers. You may decide to give ...
Partner Hierarchy
Partner Hierarchy Overview The Partner Management portal allows full flexibility in how your Partner tree is built. This is to allow you to match the hierarchy with your own business. At a high level there are three fundamental object types: Partners ...
Adding A Customer and Service
Customers can be onboarded via the Partner Management Portal. Adding A Customer Once logged in, selected Customers from the left side menu, then 'Add Customer' button on the right. You will see the new Customer form: The customer name and reference ...