Dashboard manual · Revenda

Reseller community: notices, updates, roadmap and a forum among partners

"Comunidade" (Community) is the group in the reseller portal menu with four screens: "Avisos" (Notices) (platform announcements and passing them on to customers), "Atualizações" (Updates) (what changed in each version), Roadmap (what is coming, with voting) and "Fórum" (Forum) (questions and answers among partners).

When it appears: Appears in the portal menu, in the "Comunidade" (Community) group, only when the community feature is enabled for the reseller.

Who can use it

Role	What you see and do
Owner	The portal has a single access, the reseller's. Whoever signs in reads the notices and the updates, votes on the roadmap, writes and replies in the forum and passes notices on to customers.
Admin	Does not apply: the team roles of a customer account do not exist in the portal. The forum has the moderator role, given by invitation from the platform team to a partner.
Agent	An agent from a customer account cannot access the reseller portal.

Screens

"Avisos" (Announcements)

The "Avisos" (Notices) screen is for reading the announcements that the platform team publishes for partners, marking them as read and passing on to customers, with the reseller's brand, those that do not reach them on their own.

Address in the dashboard: /revenda/comunidade/avisos

How to get there: Through the portal menu, "Comunidade" (Community) group.

"Cabeçalho" (Header)

Buttons and actions

"Marcar todos como lidos" (Mark all as read): Appears when there is an unread notice; marks all notices as read at once.

Notice card

One card per notice; pinned ones stay at the top until read, and unread ones are highlighted.

Buttons and actions

"Marcar como lido" (Mark as read): Marks only that notice as read.
"Repassar aos meus clientes" (Pass on to my customers): Opens the dialog to send the notice to customers, with the reseller's brand. Each notice is passed on once.

Badges in the card header: Pinned, the type (Maintenance, Incident, Policy, News or Commercial), Unread and the date.
In the footer, the signature Team with the name of the reseller's brand.
Maintenance and incident notices reach customers on their own, with the reseller's brand: the card shows Reaches your customers on its own, with your brand and has no pass-on button.
After it is passed on, the card shows Passed on ‹data› to ‹n› customers.
A new notice appears right away, without reloading the page, and also in the bell.

"Repassar aos meus clientes" (Pass on to my customers)

Dialog with the editable text, the audience, where it appears and a preview of how the customer sees it. It goes out signed as the reseller's team; nothing mentions the platform.

Fields and filters

"Título" (Title)required: Comes filled in with the notice title; up to 160 characters.
"Texto" (Text)required: Comes filled in with the notice text and can be edited.
"Para" (To): All customers, only those of one "Segmento" (Industry) or "Escolher na Carteira" (Choose from the portfolio), which shows the list of customers to check one by one. Only accounts with the reseller active receive it.
"Faixa no painel e no sino" (Banner on the dashboard and bell): Checkbox: the notice appears in a banner on the customer's dashboard and in their bell.
"E-mail para o Dono da conta" (Email to the Account owner): Checkbox: the notice also goes by email to the Owner of each account.

Buttons and actions

"Cancelar" (Cancel): Closes without passing it on.
"Repassar" (Pass on): Sends the notice. It only becomes active with a title, a text, at least one customer and at least one of the places checked.

How your customer sees it: a preview with the title, the text and the brand team's signature.

Screen states

Loading: Three skeleton cards.
Nothing here yet: No notices here: when the platform team publishes an announcement, it appears here and in the bell; maintenance ones also go out by email.
If something goes wrong: We could not open the notices: the screen did not load and no notice was lost. It offers "Tentar de novo" (Try again).

"Atualizações" (Updates)

The Updates screen lets you see what changed on the platform, month by month, with the notes for each version and a short presentation, and know what reaches the reseller's customers.

Address in the dashboard: /revenda/comunidade/atualizacoes

How to get there: Through the portal menu, "Comunidade" (Community) group.

Timeline

Versions grouped by month, newest first. A new version appears instantly, without reloading.

Buttons and actions

"Ver apresentação" (View presentation): Opens the version as short slides: what changed, each item in practice and what changes for customers.

Each card shows the version and the date (or just the date, for updates without a number), the title and the notes.
Partners only: the version that does not appear in the customers' What's New.
Customers see the versions that reach them in the dashboard's What's New, with the reseller's brand.

Overview

Slide dialog, with the position (for example, 2 of 5) and progress dots.

Buttons and actions

"Anterior" (Previous): Goes back one slide.
"Próximo" (Next): Moves forward one slide.
"Concluir" (Finish): On the last slide, closes the presentation.
"Assistir ao vídeo da apresentação" (Watch the presentation video): When the update has a video, opens the video in another tab.

Slides: What changed, In practice (one per note) and For your customers.

Dedicated installation

Only for those who run the platform on a dedicated installation.

Fields and filters

"Quando" (When): Date and time of lowest activity for the update.

Buttons and actions

"Atualizar agora" (Update now): Explains that the update takes about 15 minutes, without taking the platform offline, and takes you to My platform to request it.
"Agendar" (Schedule): Opens the choice of a time slot and takes you to My platform to schedule.
"Abrir Minha plataforma" (Open My platform): In the update-now dialog, opens the area where the update is requested.
"Agendar em Minha plataforma" (Schedule in My platform): In the scheduling dialog, opens the area where the scheduling is done.

Banner at the top with the platform version, the newest on the channel and how far behind you can be.
Badges on the versions: Already on your platform or Arrives when you update to ‹version›.
If something fails, the platform returns on its own to the previous version.

Screen states

Loading: Two skeleton cards.
Nothing here yet: No updates published yet: each new update appears here with the notes and a short presentation.
If something goes wrong: We could not open the updates: the screen did not load and nothing changed in the account. It offers "Tentar de novo" (Try again).

Roadmap

The Roadmap screen lets you see what the platform plans, builds and has already launched, vote for what helps the client portfolio most and suggest an idea in the forum.

Address in the dashboard: /revenda/comunidade/roadmap

How to get there: Through the portal menu, "Comunidade" (Community) group.

Header and filter

Buttons and actions

"Sugerir uma ideia" (Suggest an idea): Opens the Forum with the new post already in the Suggestion category.
"Todas" (All): Shows the cards from all areas.
‹Área›: One button per area that has a card; shows only the cards from that area.

Columns

Three columns, each with the number of cards.

Planned: no date, the order changes with the votes.
In progress: people are already working on it; the card shows the phase.
Launched: live for everyone; the card shows the month of launch.
Footer: we do not put a date on what is planned; once it moves into construction we show the phase and, once it launches, the month.

Card

Buttons and actions

"Votar em ‹título›, ‹n› votos" (Vote for ‹título›, ‹n› votes): Button with the arrow and the number of votes. Clicking votes; clicking again removes the vote. Each partner has one vote per card, and the count updates live.
"Fechar" (Close): Closes the image opened at full size.

Title, description and up to 3 images of the finished screen; clicking an image opens it at full size, with the alternative text.
Badges: the area, the phase, Launched in ‹month/year› and Forum idea, for what came from a suggestion.

Screen states

Loading: Three skeleton columns.
Nothing here yet: Empty roadmap: when the team publishes what is planned, it appears here in three columns.
If something goes wrong: We could not open the roadmap: the screen did not load and your votes are still saved. It offers "Tentar de novo" (Try again).
Area with no cards in a column: Nothing in this area.

"Fórum" (Forum)

The Forum screen lets you ask questions, share what worked and meet other partners: it lists posts by category, tag, search and filter, and it is where you write a new post.

Address in the dashboard: /revenda/comunidade/forum

How to get there: Through the portal menu, Community group, and through the Suggest an idea button on the Roadmap.

"Cabeçalho" (Header)

Buttons and actions

"Novo post" (New post): Opens the dialog to write a post. It is turned off if the account is suspended in the forum.

Banner shown when the forum account is suspended or banned: the person can read the forum, but cannot post or reply; the reason arrives in the bell.

Categories, tags and rules

Column next to the list.

Buttons and actions

"Todas" (All): Shows the posts from all categories.
‹Categoria›: Shows only the posts in the category, with the total next to the name.
#‹tag›: Filters by the posts with that tag; clicking again removes the filter.
"Ler as regras" (Read the rules): Opens the community rules.

Community rules: no advertising, no customer data, no bad-mouthing competitors; a post with 2 reports stays hidden until review.

Search, order and filters

Fields and filters

"Buscar no fórum" (Search the forum): Searches the posts as you type.
"Ordenar" (Sort): Recent, Most voted or Trending.

Buttons and actions

"Todos" (All): All posts.
"Sem resposta" (No response): Posts that do not have a reply yet.
"Resolvidos" (Resolved): Posts with a solution marked.
"Meus" (Mine): The posts the person wrote.
"Seguindo" (Following): The posts the person follows.
"Favoritos" (Favorites): The posts the person has favorited.

Post list

Each post shows the votes, the category, the tags, the title, the author and how many replies it has. Pinned posts stay at the top.

Buttons and actions

"Carregar mais posts" (Load more posts): Brings the next posts, in any category, search or filter.
"Favoritar" (Favorite): The star on each post: saves the post to "Favoritos" (Favorites).
"Recorrer" (Appeal): On a post hidden by moderation, which only the author sees: opens the appeal.

Badges: Pinned, Solved, Closed to replies, Under review, On the Roadmap: Planned, the bug status (In progress or Fixed in version ‹x›) and ‹n› images.
Authors appear with the "Equipe" (Team), Moderator or Partner badge; whoever speaks for the platform always appears as the team.

"Novo post" (New post)

Dialog for writing. A first post and a post with an external link go through moderation before appearing.

Fields and filters

"Título" (Title)required: A sentence that sums up the question or idea, with at least 10 letters.
"Categoria" (Category)required: Where the post goes.
Tags: Up to five; type and press Enter.
"Texto" (Text)required: Accepts bold, list, quote, link, code and a mention of another partner with @. Never paste customer data.
"Texto alternativo" (Alt text): For each image, what it shows, read aloud for people who cannot see the screen. There is also Caption (optional).

Buttons and actions

"Escrever" (Write): Goes back to writing mode.
"Pré-visualizar" (Preview): Shows the post as it will look.
"Negrito" (Bold): Applies bold to the selection.
"Lista" (List): Creates a list.
Link: Inserts a link.
"Código" (Code): Formats as code.
"Mencionar" (Mention): Inserts @ to mention a partner, who receives the notice in the bell.
"Publicar" (Publish): Publishes the post, or sends it to moderation for review. On the first post you must accept the community rules.
"Salvar a edição" (Save edit): When editing a post, saves the edit and records edited at ‹time› on the post.

Attachments: up to 5 images (JPG, PNG, WebP or GIF, up to 5 MB each) and one PDF of up to 10 MB; paste, drag or choose the files.
The draft is saved automatically and shows the time.

Moderation (moderators only)

A partner invited to moderate sees the Posts, Moderation and Log tabs.

Buttons and actions

Posts: The regular forum list.
"Moderação" (Moderation): The queue with reported posts, held posts and reported photos; the number shows how many are waiting.
Log: The record of who did what, when and why. It cannot be erased.

The moderator approves, hides, unhides, pins, closes to replies, moves to another category, edits with a reason, warns the author and suspends for 3, 7 or 30 days. Every action asks for the reason and shows a preview of what the author receives. Banning is for the team only.
In the Suggestion category, the moderator takes the idea to the Roadmap; in Bug, marks In progress or Fixed with the version. Whoever follows the post is notified in the bell.

Screen states

Loading: Skeleton cards while the posts load.
Nothing here yet: Nothing here: change the filter or be the first to write. There is a "Novo post" (New post) button.
If something goes wrong: We could not open the forum or, in the list, We could not load the posts: no post was lost. It offers "Tentar de novo" (Try again).
Suspended or banned account: Warning banner; "Novo post" (New post) and "Responder" (Reply) are turned off.
Post hidden by moderation: Only the author sees it, with the reason and the Appeal button.

"Fórum" (Forum)

The forum post screen lets you read the question and the replies, reply, vote, follow, favorite, translate, report and mark the solution.

Address in the dashboard: /revenda/comunidade/forum/‹…›

How to get there: By clicking a post title in the Forum list, or through a bell notice.

Post

Buttons and actions

"Voltar ao fórum" (Back to the forum): Goes back to the list.
"Seguir" (Follow): Notifies you in the bell when someone replies. After you follow, the button shows Following.
"Favoritar" (Favorite): Saves the post to "Favoritos" (Favorites). Afterwards it shows In favorites.
"Traduzir" (Translate): Shows the text in the portal language right away, without saving.
"Ver o original" (See original): Goes back to the original text.
"Denunciar" (Report): Opens the report reasons. If the author has a photo, you choose what to report: The post or The profile photo.
"Editar" (Edit): The author edits their own post; it is recorded as edited at ‹time›.

Badges: Pinned, Solved, Closed to replies and Under review.
Post closed by moderation: This post was closed to replies by moderation.
Post unavailable: This post is not available; it may have been removed by moderation or the address is wrong.

Replies

The thread of replies, with the marked solution at the top.

Fields and filters

"Sua resposta" (Your reply): Reply text box. Write carefully: no customer data, names, phone numbers or screenshots of conversations.

Buttons and actions

"Responder" (Reply): Publishes the reply, or opens a thread under a reply.
"Citar" (Quote): Brings the excerpt of the reply into yours.
"Marcar como solução" (Mark as solution): The person who asked marks the reply that solved it; it moves to the top and the post gets the Solved badge.
"Desmarcar solução" (Unmark solution): Removes the mark; the post goes back to having no solution.
"Denunciar a resposta" (Report the reply): Reports only the reply. If another partner also reports it, it stays hidden until review.
"Carregar mais respostas" (Load more replies): Brings the next replies in a long post.

A hidden reply appears as Reply hidden by moderation; only the author and moderation can read the text.
Each reply has a vote button with the count.

Appeal, report and rules

Dialogs opened from the post.

Fields and filters

"Motivo" (Reason): In the report: Advertising or spam, Customer data exposed, Bad-mouthing a competitor, Offense or disrespect, Inappropriate photo or Other reason.

Buttons and actions

"Enviar recurso" (Submit appeal): Requests a review of a hidden post: another person on the team reviews it within 2 business days.
"Entendi" (Got it): Closes the rules notice.

Forum bell

The bell sits at the top of the portal, on any screen.

Buttons and actions

"Marcar todas como lidas" (Mark all as read): Clears the new notifications.
"Preferências" (Preferences): Takes you to "Meu perfil" (My profile), where you choose what you receive.

Notifies you when someone replies to your post or to a post you follow, when someone mentions you, when your reply becomes the solution, when a Suggestion you follow enters the Roadmap, when a Bug is fixed and when moderation acts on your post, reply, photo or account, always with the reason.
Arrives instantly, without reloading; the same notices go out by email according to "Meu perfil" (My profile).

Screen states

Loading: Skeleton card while the post loads.
If something goes wrong: This post is not available: it may have been removed by moderation or the address is wrong.
Reply published: Notice Reply published; whoever follows the post gets it in the bell.
Empty reply text: Write the reply before publishing.

Step by step

How to forward a platform notice to my customers

Open Notices and, on the notice you want, click Forward to my customers.
Edit the "Título" (Title) and the Texto if you wish.
Under For, choose all customers, an "Segmento" (Industry) or Choose from the portfolio.
Check Banner in the dashboard and bell, Email to the account owner or both.
Check the preview under How your customer sees it and click Forward.

How to mark all notices as read

Open Notices and click Mark all as read.

How to see what changed in the latest platform version

Open Updates and find the most recent version, in the month at the top.
Read the notes or click View presentation and move forward with "Próximo" (Next) until "Concluir" (Finish).

How to vote on the roadmap

Open Roadmap and, if you wish, filter by area.
Click the arrow with the card's number. Click again to remove the vote.

How to suggest an idea for the platform

On the Roadmap, click Suggest an idea.
Write the post Título and Texto in the Suggestion category and click "Publicar" (Publish).
Other partners comment and vote; an idea that enters the roadmap gets the Forum idea badge.

How to write a post in the forum

Open Forum and click New post.
Write the Título, choose the Category and, if you wish, the Tags.
Write the Texto; use Preview to check it. Attach images with the Alternative text for each one.
Click "Publicar" (Publish). On the first post, accept the community rules first.

How to mark the solution to a question in the forum

Open your post and find the reply that solved it.
Click Mark as solution. To undo, Unmark solution.

How to report a post or a reply

On the post, click Report (or Report the reply, on the reply).
Choose the Reason and confirm.
The author does not know who reported; with 2 reports the content stays hidden until review.

How to appeal a post hidden by moderation

In the Forum list, on your hidden post, click Appeal.
Explain why the post should come back and click Submit appeal.

Frequently asked questions

Why did my first post not appear right away?

Each person's first post and any post with an external link go through moderation before appearing to everyone.

Who sees what I write in the forum?

All partners, and the platform team reads it too. So never paste customer data.

What happens when my post is reported?

With 2 reports the post stays hidden until review; only you see it, with the reason, and you can appeal. The author does not know who reported.

Does every platform notice reach my customers?

Only maintenance and incident notices arrive on their own, with your brand. For the other types you choose whether to forward, to whom and where.

Why does the roadmap have no date for planned items?

The order changes with the votes and with what the team learns. In progress shows the phase; launched shows the month.

Can I forward the same notice twice?

No. Each notice is forwarded once; choose the audience carefully before confirming.