#Clients
The Clients page is the partner view for assigned client accounts. Partner administrators can provision partner-managed client profiles and assign active partner users to clients. Partner users can view assigned clients in read-only mode.
#Who Can Use It
| Role | Access |
|---|---|
partner_admin | View clients, provision client profiles, and manage partner-user assignments for selected clients. |
partner_user | View assigned clients in read-only mode. |
Customer roles and internal AiDial roles do not use the partner Clients page.
#Client List
The client list supports search, status filtering, pagination, and client selection. A selected client panel shows customer-safe business information such as business name, domain, and contact fields when your role is allowed to see them.
Partner access is assigned server-side. The portal does not trust a browser-supplied client_id until your partner role and assignment have been checked.
#Provisioning A Client
Partner administrators can create a client profile with:
- client ID
- business name
- web domain
- contact name
- business email
- timezone
Provisioning a client profile creates the partner-managed client record used by the portal/API control plane. It does not automatically create customer users, customer passwords, runtime telephony numbers, billing configuration, or production assistant deployment. Those follow their own approved workflows.
If a client profile needs data import, runtime wiring, billing setup, DNS, phone-number registration, or a production cutover, use Escalation Boundaries.
#Assigning Partner Users
Partner administrators can assign active partner users to a selected client. The assignment panel lists currently assigned users and eligible users who can be added.
At least one support contact may be required to remain assigned. If removing a user would break that requirement, the portal rejects the removal.
Partner users see read-only client access and cannot assign or remove users.
#Scoping Rules
- Partner clients are visible only when assigned to your partner organisation and permitted by the current request context.
- Out-of-assignment client IDs are denied without revealing whether another tenant exists.
- Partner users may see less contact detail than partner administrators.
- Other partner surfaces, such as billing, projects, calls, capacity, settings summaries, and integrations, still apply their own client or project scope checks.
#Not Self-Service
The partner Clients page does not replace AiDial operational workflows for:
- customer user creation or password recovery
- production call routing or phone-number provisioning
- billing-plan activation
- migration of historical call data
- customer contract or legal entity changes
- tenant deletion or restoration
Use Escalation Boundaries for those cases.