---
title: "Ring2All Client Portal (Customer Self-Care) Documentation"
description: "Documentation for Client Portal Overview"
---

> **Official Slogan:** *"Customer Self-Care & Account Management"*  
> **Brand Identity:** Amber / Gold (`#F59E0B`) *(Shared Billing Logo)* • Icon: `credit-card` / `layout` • Component Code: `ring2all-billing-client`

Welcome to the documentation for the **Ring2All Client Portal**, the self-service web application empowering enterprise tenants, wholesale carrier clients, and PBX subscribers to manage their telephony subscriptions, payments, DIDs, and call usage autonomously.

---

## Table of Contents
1. [Platform Overview & Purpose](#1-platform-overview--purpose)
2. [Commercial Benefits & Cost Reduction](#2-commercial-benefits--cost-reduction)
3. [User Experience & Multi-Device Responsive Design](#3-user-experience--multi-device-responsive-design)
4. [Client Portal Module Index](#4-client-portal-module-index)
5. [Self-Care Security & Isolation](#5-self-care-security--isolation)
6. [White-Labeling & Theming](#6-white-labeling--theming)
7. [Glossary](#7-glossary)

---

## 1. Platform Overview & Purpose

The **Ring2All Client Portal** provides a modern, intuitive customer self-care interface that directly connects to the Ring2All Billing backend. Instead of relying on support tickets or manual operator intervention, customers can:
* **Deposit funds & manage prepaid wallets** via Stripe credit card processing.
* **Browse the Plan Store** to purchase Cloud PBX packages, wholesale SIP trunks, or combined bundles with instant automated provisioning.
* **Configure inbound DIDs and IP termination endpoints** for their external PBX systems.
* **Inspect itemized invoices and download tax receipts.**
* **Analyze real-time Call Detail Records (CDRs)** with destination filters and cost auditing.

```
 ┌────────────────────────────────────────────────────────────────────────┐
 │                      Ring2All Client Self-Care Portal                  │
 └───────────────────────────────────┬────────────────────────────────────┘
                                     │
           ┌─────────────────────────┼─────────────────────────┐
           ▼                         ▼                         ▼
 ┌───────────────────┐     ┌───────────────────┐     ┌───────────────────┐
 │  Prepaid Wallet   │     │    Plan Store     │     │     Telephony     │
 │  • Instant Top-up │     │  • Cloud Mini-PBX │     │  • DID Routing    │
 │  • Stripe Cards   │     │  • Wholesale Trunk│     │  • IP Whitelists  │
 │  • Minute Pools   │     │  • Instant Setup  │     │  • Trunk Passwords│
 └───────────────────┘     └───────────────────┘     └───────────────────┘
```

---

## 2. Commercial Benefits & Cost Reduction

* **80% Support Overhead Reduction:** Customers independently provision SIP credentials, configure call forwarding, add credit cards, and pay invoices without contacting support.
* **Frictionless Upselling:** The Plan Store and add-on capacity tools allow clients to upgrade extension limits, add channels, or buy new numbers 24/7.
* **Zero Billing Surprises:** Real-time visibility into CDRs, per-minute destination rates, and minute pool consumption builds customer trust and reduces billing disputes.

---

## 3. User Experience & Multi-Device Responsive Design

* **Modular Dashboard:** Customizable widget layout featuring wallet balance, active subscriptions counter, minute pool progress bars, and recent transactions.
* **Unified Brand Aesthetic:** Shares the recognizable Ring2All Billing branding, dark/light theme toggle, and multilingual interface (English, Spanish, French).
* **Mobile Optimized:** Full-featured responsive navigation for smartphones, tablets, and desktops.

---

## 4. Client Portal Module Index

| Module Guide | Self-Care Capabilities |
| :--- | :--- |
| [**Dashboard & Wallet**](dashboard-wallet.md) | Real-time prepaid balance, credit limits, minute bundle usage, and instant credit card top-up. |
| [**Plan Store & Checkout**](plan-store.md) | Browsing available service plans, selecting custom extension/channel capacities, and instant activation. |
| [**Telephony & DIDs**](telephony-dids.md) | Managing assigned phone numbers, inbound destination forwarding, and whitelisting IP endpoints. |
| [**Invoices & Payment Methods**](invoices-payments.md) | Viewing monthly statements, paying open balances with Stripe, and setting default credit cards. |
| [**CDRs & Usage Analytics**](cdrs-usage.md) | Searchable call history, duration, destination, call disposition, and itemized call charges. |

---

## 5. Self-Care Security & Isolation

* **Strict Multi-Tenant Scoping:** All API requests pass the customer's authenticated JWT session. The backend automatically injects `WHERE customer_id = $customerId` on every database query; clients can never access another customer's DIDs, CDRs, or invoices.
* **Sensitive Data Masking:** Credit card numbers are never returned in plain text (only `brand` and `last4` are displayed). Trunk passwords are masked by default with reveal-on-demand controls.

---

## 6. White-Labeling & Theming

The Client Portal inherits the carrier's white-label styling:
* Custom logo and favicon.
* Primary brand accent colors.
* Operator contact info and terms of service links.

---

## 7. Glossary

* **Self-Care Portal:** Customer-facing web portal for independent account, financial, and service management.
* **Minute Pool:** A package of prepaid or bundled call minutes shared across an enterprise's extensions.