PARTNER: Reseller Program

I've officially joined the Reseller Program! What next?

After you've completed the application process, there will be a new navigation item in your Flyout Menu titled Reseller Dashboard. This is where you will manage your Reseller "Child" Accounts.

To add a new "Child" Customer Account, simply click the +Add Customer button.

A modal will appear in which you can enter the required information related to the Child account. This is for your reference and cannot be seen by the customer. It can be changed at any time.

Plan:  First you will choose the plan you would like.  

This can be one of the following;

Free Trial: Create an account at no charge. After 30 days it will automatically be deactivated (you can then choose to upgrade to a Paid Plan.)

Pinnacle: This is the highest tier plan. You will be charged $69 immediately upon creation and will be charged this same subscription fee each month.

Thrive: This is the mid-tier plan. You will be charged $34 immediately upon creation and will be charged this same subscription fee each month.

Start: This is the lowest tier plan. You will be charged $14 immediately upon creation and will be charged this same subscription fee each month.

CLICK HERE to learn about Plans

IMPORTANT: If the Start & Thrive Plan options are not available in your Dashboard, you are currently only authorized to resell Pinnacle @ $69/month. To unlock Start & Thrive, you will need to sign a new Reseller Agreement. Please contact us at reseller@suitedash.com for more details.

You can also choose to apply a Reseller Profile to apply to the Child account as it's being created. 

CLICK HERE to learn about Reseller Profiles

Reseller Re-Key Code: If you have purchased a lifetime licence (Reseller Re-Key Code), you can add the Code into the Re-Key Code box instead of choosing a plan.

Reseller Child Account Details: You will be required to provide the following;

• Organization/Company Name: This will be the "Organization Name" of the Child account.
• First Name: The First Name of the Account Manager (your Client).
• Last Name: The Last Name of the Account Manager (your Client).
• Email: This will be the email address for the Account Manager.
• Address Line 1:  This will be used in the Company Settings of the Child account. If this is not known, the Reseller's information should be used.
• City:  This will be used in the Company Settings of the Child account. If this is not known, the Reseller's information should be used.
• State/Province:  This will be used in the Company Settings of the Child account. If this is not known, the Reseller's information should be used.
• ZIP / Postal Code: This will be used in the Company Settings of the Child account. If this is not known, the Reseller's information should be used.
• Country:  This will be used in the Company Settings of the Child account. If this is not known, the Reseller's information should be used.

You can also choose to send the Portal Access Invitation Immediately however this can be un-toggled if you are not ready to send them the invitation.

Account Manager Access: The Contact added at this stage will be the Account Manager.  Account Managers will have Admin level permissions however you also have the option to give them additional Account Manager permissions.  Additional permission options include White Label Access and viewing Integrations and/or API and Webhooks.

You can customize their permissions by un-toggling any of the options and this can also be edited at anytime.

When you are ready, click the  Create Customer button. The new Child Account will now be listed in your Reseller Dashboard.

How do I customize my Customer's account?

You will be the Super Admin of any Customer account you set up. Your Customers will not see a 'Manage Account' page and they cannot see the Subscription you have with SuiteDash.

To access the Customer's account for setup, click the Options menu button and select Impersonate.

While in the  Impersonate mode, you are acting as the Super Admin of the "Child" Account. As the Super Admin, you have access to all areas of the platform and all the branding and customization controls.

With these branding options, you can fully brand the platform either to your product brand - or if you're acting in the capacity of a design shop - to your customer's brand. If you haven't provided the Account Manager with white label permissions they will not see these options however if you have chosen to give them white label permissions they will be able to see and edit white label options.

CLICK HERE to learn about Branding.

How do I give my Customer access to the account?

IMPORTANT: Before inviting any users to the Child Account portal, it is essential that you complete setup of your Custom URL. Any Portal Access Invitation emails sent before setup will NOT generate correctly.

CLICK HERE to learn about setting up your Custom URL.

When you're ready to provide access to your customer, you can invite them via the three dots option menu on the Reseller Dashboard.

Alternatively, you can use the Impersonate feature to enter as the Super Admin and navigate to Flyout Menu > Manage Staff and select Send Invite from the three dot options menu.

Adding additional staff users to the Child Account

You can add additional staff users when you are impersonating the account by clicking Flyout>Manage Staff.  You have the option of adding staff as an Admin Manager, Admin, Project Manger, Office Manager, Teammate, Salesperson or Freelancer.

CLICK HERE to learn about Internal Roles and Permission.

Click the +Add Staff Member button.

During creation, you can choose to immediately send the Portal Access Invitation to grant them access to the platform.

You can choose to send them an invitation to the Portal later by clicking the Options menu button and selecting Send Invite.

CLICK HERE to learn about creating Staff Members.

From the Manage Staff page you will be able to see all the staff you have added. The Admin Role will have an additional icon to identify Admin Managers and Account Managers.

Admin Manager

Account Manager

How do I manage my Child Accounts?

In your Reseller Dashboard, click the  Options menu button to manage your Child Account.

Manage Subscription

You can upgrade/downgrade the Plan for your Child account. You can also click Cancel Subscription to render the Child Account Inactive.

An Inactive Child Account cannot be accessed by any user. However, you can choose to reactivate the account at any time.

Add Power-Ups

You can choose to activate a Power-Up in the Child account to unlock additional features.

Currently, you can activate the  PRIME and PLUS Bundle Power-Up's and clicking the Community Bundle will lock in pre-launch pricing.

Once added, you can deactivate it from this same screen.

CLICK HERE to learn about Power-Ups.

Change Admin Manager

You have the option to change the Admin Manager at anytime.

Notifications

You can customize the Account Manager Notification.  There are different Notification templates depending on the login status.

Redeem Code

If you have purchased a Lifetime Code, you can add it to the account.

Renaming Child Accounts

If you've updated your configured Translations, or forgot to configure a Reseller Profile to include this option, you can still transfer over your configured Translations.

CLICK HERE to learn about Translations.

IMPORTANT: Transferring your Translations will overwrite any existing configurations you already have. This cannot be undone.

Edit Reseller Child Customer Details

You can change the Organization/Company Name, address and/or email from this option.  Please note that if you are wanting to also change the Account Manager you will do so from the Change Account Manager option as detailed above.

Renaming Child Accounts

If you are just wanting to rename your Child Account you can simply clicking on the name of the Company, and edit it accordingly.

Click anywhere on the screen to save the change.