Allocate Providers to Sub-Accounts

Guidelines

The guidelines for allocating Providers to sub-accounts are listed in Provider Management.

This procedure begins with the Parent account, which owns all Providers and can allocate any or all of them to any of its sub-accounts (customers).

Use this procedure for de-allocating providers also. De-allocating a provider is described below.

To allocate providers to sub-accounts:

  1. From the Navigation Bar, click Providers.

The Providers page opens to the My Providers tab, which shows a list of all available providers in the Provider column of the My Providers table (Providers Page).

  1. Click the Sub-Account Providers tab.

The Sub-Account Providers tab contains the functionality for allocating Providers to sub-accounts (Providers Page).

Providers Page Initial Sub-Account Providers Tab

  1. Click the Select Sub-Account field and select the sub-account you want to allocate Providers to from the list.

A list of available providers appears (Providers Page).

  1. Select all those providers you want to allocate to the selected sub-account.

Providers Page Sub-Account Providers Tab with Selected Providers

  1. [Optional, Parent Account Only] Turn on the Allow Self-Upload toggle (default is turned off) for any selected provider if you want to allow the selected sub-account to upload Buy rates for that provider in the Connectivity Rates module.

This toggle is used only for first-level sub-accounts of the Parent account and only for authorized users, such as MNOs.

  1. Click Save.

All providers that you selected are now authorized for the selected sub-account. These allocated providers are integrated into the Connectivity Rates module. Only these allocated providers appear in the Rates tables of the sub-account (Integration of Allocated Providers into the Connectivity Rates Module).

To de-allocate providers from the selected sub-account:

You can remove a provider only if it is not used by any lower-level sub-accounts.

  1. From the Navigation Bar, click Providers.

  2. Click the Sub-Account Providers tab.

  3. Deselect (remove the check mark from the check box) of the provider(s) you want to remove.

  4. Click Save.