Creating a new partner
The new partner page will ask for some information to be filled in: Status – Partner can be set as Active, Disabled or a Lead (Automatic) Partner contact – The administrator user who is assigned to that partner Company details – Name, Number, ...
Step 1 - Partner
In order to create a new license/domain, the partner must be selected. If the partner does not exist, it will be created by filling in the empty fields in each form. Once a new partner is created, user information is also required.Picking a partner ...
Setting the scope
Setting a scope allows the system to display only relevant information by a domain, account, partner or date range. It is possible to use multiple filter types simultaneously. Filtering by Domain/Account/Partner Filtering by Dates
Creating a new account
Each account must have a partner set and additional information entered in: Status – Active, Disabled, Lead (Automatic) Account contact Company details – Name, Number, Address, etc. Subscription plan – The required sale package which set the number ...
Creating a new domain
To create a new domain there is a multiple step wizard. The steps can be different depends on the level of permissions of the user. Creating a new domain steps Step 1 - Select a partner Step 2 - Select an account, a contact person and subscription ...