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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.
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.
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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