Reseller Guide: Add a Customer to Yeastar P-Series Cloud Tenant

Overview

This guide provides step-by-step instructions for Yeastar resellers on how to add a new customer to their tenant in the Yeastar P-Series Cloud PBX environment. Following these steps ensures a smooth onboarding process for each customer account and PBX instance.

Before You Start: Prerequisites

Ensure the following before adding a customer:

• You have a Yeastar Central Management (YCM) / Partner account with reseller privileges.
• Billing, plan, and region selections have been finalized.
• Customer details such as company name, contact person, and email address are available.

Step 1: Log in to Yeastar Central Management / Partner Portal

1. Access Yeastar Central Management (YCM) or Partner Portal.
2. Sign in using your reseller or partner credentials.

Step 2: Create the Customer Record

1. Navigate to Cloud PBX > Customer.
2. Click Add to create a new customer.
3. Enter the following information:
   • Customer / Company name
   • Primary contact name and phone number
   • Email address (required, activation email will be sent here)
   • Address and billing information (optional)
4. Click Save to create the customer record.

Step 3: Create / Assign a P-Series Cloud PBX for the Customer

1. Navigate to Cloud PBX > PBX and click Add.
2. Complete the PBX Information section as follows:
   • PBX Name: enter a unique name for identification.
   • PBX Plan: choose Enterprise, Ultimate, or relevant plan.
   • Region: select the data center region where PBX will be hosted.
   • URL Prefix: define a unique subdomain for the PBX URL.
   • PBX Type: select Trial or Commercial.
3. Under Customer Information, select the customer record you created.
4. (Optional) Assign Shared Trunks or DIDs to the PBX.
5. (Optional) Choose a Provisioning Template to preconfigure standard settings.
6. Click Add or Confirm to create the PBX instance.

Step 4: Post-Creation Configuration

Once the PBX is created, perform the following actions:

1. Log in to the PBX using the URL and credentials provided in the activation email.
2. Create extensions, trunks, inbound/outbound routes, and dial plans.
3. Upload provisioning templates for phones or endpoints if required.
4. Assign any additional DIDs or trunks as needed.

Step 5: Add End-User Accounts and Extensions

1. From the PBX interface, go to Extensions & Trunks > Extensions > Add.
2. Set username, extension number, and user credentials.
3. Configure voicemail, call recording, and permissions for each user.
4. For larger organizations, organize users under Departments or Organizations for easier management.

Step 6: Provision Endpoints and Testing

1. Provide the extension credentials to customers or use provisioning templates to automatically configure devices.
2. Test both inbound and outbound calling.
3. Verify DIDs route correctly and ensure audio (RTP) and registration are successful.
4. If IP-based authentication is used, whitelist the PBX's public IP on the trunk provider side.

Optional: Creating Customer Accounts in Partner Portal

Resellers managing multiple customers can also pre-create customer accounts in the Partner Portal before assigning PBXs. This allows for centralized management of credentials and activation emails.

Troubleshooting and Common Issues

• Verify the customer email before creating the PBX to ensure activation email delivery.
• Check regional availability for DID and trunk services before assignment.
• Test provisioning templates on a demo PBX before applying to customer instances.

Quick-Start Checklist

• Create customer record (name, email, contact, billing info).
• Create PBX (plan, region, URL prefix, assign customer).
• Assign shared trunk/DIDs as required.
• Apply provisioning templates if applicable.
• Add extensions and departments.
• Test inbound/outbound calls and registration.

Support

For any technical assistance or onboarding queries, please contact Helpdesk@commschannel.com.au or visit www.commschannel.com.au.