Portal Tour For Resellers

Portal Tour For Resellers

Overview

This article provides a quick tour of the PrimeVox Qvara portal from a reseller’s perspective. By the end, you should feel comfortable navigating the portal and understanding where to manage accounts, phone numbers, reports, and system settings.

 

Video Tour




Logging In

When you arrive at the login page, you’ll notice a large update box on the right side of the screen. In the PrimeVox version of the portal, this area features a purple background displaying the latest PrimeVox news, along with a link to our status page. Each reseller can customize the content of this update box during initial branding and setup.

To sign in, enter your account credentials on the left, or choose to log in using Google or Microsoft.


Getting Around the Portal

After logging in, you’ll land on your default dashboard. Several navigation elements remain visible throughout the portal to help you move around easily.
  1. Bottom Right: Quick links configured during your initial branding. In the PrimeVox portal, the links point to our homepage, Help Center, and Billing Portal.
  2. Top Right: A feedback button (for support tickets, bug reports, or feature requests) and a light/dark mode toggle.
  3. Top Center: The purple breadcrumb bar shows where you are and lets you move between related sections.
  4. Left Side: The main menu, which expands when you hover your mouse over it.
  5. Bottom Left: Your profile icon, where you can view your permission level, access profile settings, or log out.


Profile Menu

Within profile settings, you can: 
  1. Update your name and password
  2. Enable or disable two-factor authentication
  3. Sync contacts from a Google or Microsoft account
Reseller Admins will also see an option here to access Portal Settings, where you can customize your portal’s branding, URL, and overall appearance.


UC User and UC Admin Sections

UC User

The UC User section is designed for everyday users and includes features such as faxing, messaging, and other end-user tools.
For a full walkthrough, see our User Portal Tour.

UC Admin

The UC Admin section is where system administrators manage call flow, features, and device setup.
For a complete walkthrough of this area, refer to our System Administrator Portal Tour.
 

Reports

The Reports section provides visibility into activity across all customer accounts. Available reports include:
  1. Administrative reports for automation events
  2. Message logs for SMS and MMS activity
  3. Email logs showing system-generated emails sent to customers
  4. Voice reports with detailed call insights, including call history, extension activity, and IVR analysis
This section continues to expand, so be sure to check back regularly for new reporting features and metrics.
 
Info
Note: If you manage multiple accounts, you can quickly switch between them using the account dropdown in the top-right corner of the portal.
 

Phone Numbers

The Phone Numbers section allows you to purchase new phone numbers using various search criteria or manage existing numbers associated with your accounts.

Resellers have access to their own number pool, which allows you to retain ownership of phone numbers even when they are not actively assigned to a customer.

From the Management tab, you can view which numbers are assigned to customer accounts and which are available in your pool. When editing a phone number, you can:
  1. Create and manage E911 profiles
  2. Set or update caller ID
  3. Add a phone number to an account strictly for spoofing purposes


System Settings

The System section contains several critical tools and configuration options.

Accounts

The Accounts tab is where you create new customer accounts, manage existing ones, and import accounts from the legacy platform. After selecting an account, you can:
  1. Set the default time zone
  2. Configure data retention policies
  3. Enable or disable sentiment analysis and call summarization
  4. Set porting and international dialing PINs
  5. View associated admin accounts

API Keys

The API Keys tab allows you to view, edit, and create API keys for the accounts under your control.

Enterprises

Enterprises allow you to group related accounts together. You can view, edit, or create Enterprises from the Enterprises tab.

Integrations

The Integrations tab lists all natively supported PrimeVox integrations. From here, you can connect your PrimeVox system with supported third-party tools.

If the integration you need is not listed, you can request it using the feedback button or explore connectivity options through Zapier.

Users

The Users tab is where you manage platform access. From here, you can view, edit, or create user logins.

The platform supports a granular permission system with multiple tiers of access. For more information, see our knowledge base article on user permissions and access levels.


 Need Help?

That’s it for the quick tour! Feel free to explore the features available in your portal. If you ever need assistance, our PrimeVox support team is available 24/7 to help.

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