Client Management

Client management is the core of the provider portal. Every company that uses VoiceCenter is a client (also called a tenant). This guide covers creating clients, managing their accounts, and working with their resources.

Creating a New Client

Creating a client is the first step in onboarding a new company. It sets up a tenant in the system so you can assign numbers, create users, and manage billing for that company.

1. Navigate to the create client page

   Go to Admin > Create New Client from the top navigation.

2. Fill in company details

   Enter the company name, contact information, and any required business details. These form the client profile visible in the client list.

3. Save and confirm

   After saving, the client appears in the Clients list. You can now assign numbers, create users, and configure billing for this tenant.

Viewing All Clients

The Clients page shows every company managed by the provider. Use the search and filter tools to locate specific clients. Each row shows the company name, status, and key account information.

Click a client row to open the Client Detail page — a command center for that account.

Client Detail Page

The client detail page is where you manage everything about a specific client:

Crediting and Debiting Wallets

Providers can adjust a client's wallet balance directly from the client detail page. This is useful for applying promotional credits, correcting billing errors, or debiting for services rendered outside the normal call flow.

1. Open the client detail page

   Go to Clients and click the client you want to adjust.

2. Open the wallet adjustment modal

   In the wallet section, click Credit / Debit to open the adjustment form.

3. Enter the amount and reason

   Specify the adjustment amount, choose credit or debit, and enter a reason. Adjustments are idempotent and recorded in the client's wallet transaction ledger.

4. Confirm the adjustment

   Review the details and confirm. The balance updates immediately, and the transaction appears in the client's ledger.

Assigning Numbers to Clients

Numbers must be in the provider inventory before they can be assigned. Once assigned, the number becomes tenant-scoped and the client can see it on their My Numbers page.

1. Go to Number Inventory

   Navigate to Numbers > Inventory to see all numbers in the provider's number pool.

2. Select unassigned numbers

   Filter for unassigned numbers and select the ones you want to assign.

3. Assign to a client

   Choose the target client from the assignment dropdown and confirm. The numbers now belong to that tenant.

Viewing Client PBX Configurations

The provider portal gives read-only visibility into each client's PBX setup. From the Voice menu you can see:

• Extensions — how many extensions the client has, with drill-in to view details
• Queues — call queue configurations
• IVR Menus — interactive voice response menus
• Ring Groups — ring group setups

Fulfilling Number Requests

When a client submits a number request (for example, "5 UAE numbers, mobile type"), the request appears on the Numbers > Requests page. The provider reviews the request and fulfills it by purchasing or assigning numbers from inventory.