Settings

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The Settings page is divided into seven tabs.

Users

See a complete list of all users who have access to configure your partners portal. You can view each user’s name, email address, login count, and last login date, as well as the IP address used to sign in.

Groups

Allows the admin to create groups to manage the roles and the teams of the partners portal.

Administrators and support groups are created by default.
Administrators - By default, all users are created as administrators. An Admin can always remove users from the administrators group.

Support - By default the partner gets one support seat, and it's possible to manage the permissions of the support seat.

Provision

Since some customer installations are security-sensitive, customers might choose to use the Xyte proxy to route all traffic out of the organization via a single machine. You can find more details about that here.

API Keys

View your unique (read-only) API key. You can use this for integrations with third-party services.

Notifications

  1. Email notifications on referrals and tickets - Specify an email address to which a notification should be sent when a referral has been submitted and/or a new ticket is opened.
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  1. Webhooks - Partners can now receive webhook-based notifications when there's an interaction between users and partner devices and licenses. This feature allows you to connect the Xyte platform to third-party tools like ERP or CRM systems or custom servers. To enable this feature, the URL of the webhook must be set, with an optional server secret for request verification on your side. Currently supported events are:
    2.1. Claimed Device - When devices are claimed by end users.
    The following data will be sent every time a device is claimed:
    { "event_type": "claimed_device", "secret": "SERVER_SECRET", "device_id": "DEVICE_ID", "device_model_id": "DEVICE_MODEL_ID", "device_model_name": "DEVICE_MODEL_NAME", "claiming_organization_name": "ORGANIZATION_NAME", "claiming_organization_email": "ORGANIZATION_EMAIL" }
    2.2. Registered Device - When devices are registered by end users.
    The following data will be sent every time a device is registered:
    { "event_type": "registered_device", "secret": "SERVER_SECRET", "device_id": "DEVICE_ID", "device_sn": "DEVICE_SN", "device_mac": "DEVICE_MAC", "device_cloud_id": "DEVICE_CLOUD_ID", "device_name": "DEVICE_NAME", "device_model_id": "DEVICE_MODEL_ID", "device_model_name": "DEVICE_MODEL_NAME", "device_firmware_version": "DEVICE_FIRMWARE_VERSION", "claiming_organization_name": "ORGANIZATION_NAME", "claiming_organization_display_name": "ORGANIZATION_DISPLAY_NAME" }
    2.3. Deleted Device - When devices are deleted by end users.
    The following data will be sent every time a device is deleted:
    { "event_type": "deleted_device", "secret": "SERVER_SECRET", "device_id": "DEVICE_ID", "device_sn": "DEVICE_SN", "device_mac": "DEVICE_MAC", "device_cloud_id": "DEVICE_CLOUD_ID", "device_name": "DEVICE_NAME", "device_model_id": "DEVICE_MODEL_ID", "device_model_name": "DEVICE_MODEL_NAME", "device_firmware_version": "DEVICE_FIRMWARE_VERSION" }
    2.4. Created License - When licenses are created by end users.
    The following data will be sent every time a license is created:
    { "event_type": "created_license", "secret": "SERVER_SECRET", "license_product_id": "LICENSE_PRODUCT_ID", "license_product_name": "LICENSE_PRODUCT_NAME", "device_model_id": "DEVICE_MODEL_ID", "device_model_name": "DEVICE_MODEL_NAME" }
    2.5. Assigned License - When licenses are assigned by end users.
    The following data will be sent every time a license is assigned:
    { "event_type": "assigned_license", "secret": "SERVER_SECRET", "device_id": "DEVICE_ID", "device_sn": "DEVICE_SN", "device_mac": "DEVICE_MAC", "device_cloud_id": "DEVICE_CLOUD_ID", "device_name": "DEVICE_NAME", "device_model_id": "DEVICE_MODEL_ID", "device_model_name": "DEVICE_MODEL_NAME", "device_firmware_version": "DEVICE_FIRMWARE_VERSION", "license_product_id": "LICENSE_PRODUCT_ID", "license_product_name": "LICENSE_PRODUCT_NAME", "license_expires_at": "LICENSE_EXPIRES_AT" }
    2.6. Revoked License - When licenses are revoked by end users.
    The following data will be sent every time a license is revoked:
    { "event_type": "revoked_license", "secret": "SERVER_SECRET", "device_id": "DEVICE_ID", "device_sn": "DEVICE_SN", "device_mac": "DEVICE_MAC", "device_cloud_id": "DEVICE_CLOUD_ID", "device_name": "DEVICE_NAME", "device_model_id": "DEVICE_MODEL_ID", "device_model_name": "DEVICE_MODEL_NAME", "device_firmware_version": "DEVICE_FIRMWARE_VERSION" "license_product_id": "LICENSE_PRODUCT_ID", "license_product_name": "LICENSE_PRODUCT_NAME", "license_expires_at": "LICENSE_EXPIRES_AT" }
    2.7. Updated License - When licenses are updated by end users.
    The following data will be sent every time a license is updated:
    { "event_type": "updated_license", "secret": "SERVER_SECRET", "device_id": "DEVICE_ID", "device_sn": "DEVICE_SN", "device_mac": "DEVICE_MAC", "device_cloud_id": "DEVICE_CLOUD_ID", "device_name": "DEVICE_NAME", "device_model_id": "DEVICE_MODEL_ID", "device_model_name": "DEVICE_MODEL_NAME", "device_firmware_version": "DEVICE_FIRMWARE_VERSION" "license_product_id": "LICENSE_PRODUCT_ID", "license_product_name": "LICENSE_PRODUCT_NAME", "license_state": "LICENSE_STATE", "license_expires_at": "LICENSE_EXPIRES_AT" }

    ** If an error is returned by the remote server, the Xyte platform will retry the call twice before failing.

Referrals

Create unique referral codes, which will generate custom URLs that can be sent to MSPs/customers to invite them to sign up to use the Xyte portal. Use this feature to keep track of which referrers are generating the most sign-ups and incentivize referrals.

Integrations

Configure the integration to your ticketing system to ensure that any tickets opened by your MSPs/customers are routed directly to your help desk.

Contacts

This section allows you to change the admin and financial contact of the portal.

  • Admin Contact - Will receive general notifications from the system.
  • Finance contact - Will receive all financial-related emails like invoicing or financial transaction notifications.

Interested in an integration that isn’t currently available? Our customer support team would love to hear about it: [email protected].

Updated 15 days ago