Agency documentation
Modero Support
Guides and documentation for agency staff running their branded instance of Modero.
These guides are for agency staff running a branded Modero instance. For client-organization product help, seeVigilis Help Center.
Getting started
How the platform is structured, signing up your agency, and getting your team into the Partner Hub.
Your Modero subscription
The bill Modero charges your agency: what you pay, managing your card, and what happens if a payment fails.
Your branded instance
Theming, your own sending domain, and notification channels. What standard and white-label agencies each get.
Client organizations
Inviting clients, managing their workspaces, reviewing registrations, and keeping location and service data clean.
Carrier invoices
Your inbound invoice address, automatic parsing, and reviewing anything the pipeline was not confident about.
Billing your clients
Connecting Stripe, the two ways to bill a client, per-client overrides, and add-ons.
CRM
Your agency's sales pipeline: companies, contacts, deals, quotes, and automation.
Commissions
Confirming the commission money you are owed actually arrived, in full and on time.
Network and Flux
Enabling Flux for a client, and the metered Telemetry and Bandwidth-on-Demand add-ons.
Security and access
How Modero support access works, your audit feed, single sign-on, and forwarding events to your own tooling.
Troubleshooting
Start here when something looks wrong. Organized by symptom, not by module.
Getting help
How to reach a human, what to expect, and how to report a bug.