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titleTrusted Partners

A Trusted Partner model allows two LiveVox sites to share data. A Partner  A partner is a LiveVox client that needs to have access rights to another LiveVox client to audit or measure their that client's work. The Trusted Partners tab allows enables you to view which clients and user access levels within those clients may can act as a partner for them.

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  • The Trusted Partner tab is available only if the Trusted Partner add-on product is enabled. To see if the Trusted Partner add-on product is enabled for the portal, navigate to Configure > Services > Client > Billing > General section.
  • To add partners to your site, contact your Account team or the LiveVox Customer Care Team. You can add partners across environments.

Once the partner is added by LiveVox, you (as a sysadmin) can view the widget for the partnered client with the icon. You need to approve the partnered client by clicking on the Approve button. To view the Approve button in the widget, hover the mouse on the widget.

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The partner must be added to both client sites and then that partnership must be approved by both clients.

Clicking on the icon displays the details of the third-party company or another LiveVox portal that is set up for you. If you want to remove the partner, hover the mouse on the widget and click the Revoke button. You can also undo the revoke action by clicking on the Undo button. 

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