Managing Connect-it Services | Client & Admin Portal Guide

Managing Connect-it Ecommerce Services

Managing Connect-it Services

This guide is designed for administrators managing Connect-it services. It will help you understand the key features available in the Connect-it Portal.

All changes to your account—such as adding users and admins, assigning numbers to users, or managing packages—must be completed in the Connect-it Portal. This ensures your services remain in sync with your contract, billing, and configuration.

⚠️ [Admin-only] All functions in this section require administrator access to the Connect-it Portal.


What You Can Do in the Connect-it Portal

  • Add, remove, and edit users and administrators

  • Assign or reassign numbers (landline or mobile)

  • Activate or remove packages and add-ons

  • Assign or remove admin roles

  • Change user emails, display names, or resend login emails

  • View and manage invoices, account, and payment information

  • Request new numbers or submit number porting requests

You can upgrade or add new users at any time. You may also make one downgrade or removal (licence or add-on) during any monthly billing period, which will take effect from the 1st of the next month. Any scheduled changes can be cancelled before the end of the month.

All changes automatically generate a new contract PDF, which is stored in the My Account section of the Connect-it Portal under Contract & Billing.


Invoices & Billing

  • Go to Contract & Billing > Invoices

  • View monthly breakdowns, download PDFs, and check status (Paid/Unpaid)

  • Update your payment method and billing contact in Account Settings

⚠️ Packages, services, and invoices reflect all changes made in the Connect-it Portal. Please do not make service adjustments outside of this system.


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