Adding Resellers (Child Partners)
The Partner Management Portal allows a deep tree of partners. A typical setup is to replicate your business's reseller tree in this portal.
Add Reseller / Child Partner
Adding a new child partner/reseller is a simple process:
- Login to admin.yourbrand.com
- Navigate to the Partner level that should have your new Reseller as a child. e.g. if we wanted to add a Reseller under our Vuzon Bay IT account we'd make sure the top right partner breadcrumbs is at 'Vuzon Bay IT' level.
- Click Add Partner
- This will present a short Partner form to be completed.
- Partner Name. This can be changed in the future.
- Portal Brand. This might be your own brand, alternatively it might be a Reseller specific brand. This is the brand used for the partner's own access to the Partner Management portal. e.g. should the reseller use admin.yourbrand.com or admin.resellerbrand.com
- Available Brands. This is a list of all brands that the reseller can sell services under. When a Customer is created a brand must be selected and the reseller can select from the brands enabled here. It might be that a reseller has several brands they sell under, or it might be they only sell services under your own brand. This list can be changed in the future.
- Can Provision Services. If enabled, users created under the new Partner/Reseller will be allowed to create Customer and Services. If disabled, the reseller can create Customers but they won't be able to create Services on that Customer. You might choice to keep this disabled to ensure all provisioning runs through your own process, leaving the Reseller to just manage Customers and Services you create.
Invite Reseller Users
Once the new Reseller account has been created, navigate to that level of the Partner portal. e.g. in this screenshot note that in the top right we are now under the Technometric Reseller account we've just created.
Select Portal Users on the left side navigation.
Select 'Create User Invitation'
Complete the name and email. An email will be sent that then gives the user access:
You can use the same view in the portal to track if the email invitation has been accepted or is still active/pending:
By default the user has 7 days to accept the invitation.
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