PARTNER: Reseller Profiles

What is a Reseller Profile?

A Reseller Profile is a framework of pre-built content that you can apply to a new Child Account. It is essentially a shortcut for you as a Reseller, so that you do not have to create the same content over and over again for each Child Account.

How do I create a Reseller Profile?

Navigate to Flyout Menu > Reseller Dashboard.

Click the Reseller Profiles tab in the top navigation bar. Then, click the +Add Reseller Profile button.

Give your Profile a Title. This is for your reference only; no Child Accounts will be able to see this information.

Use the dropdown menu for each category to select the content you would like to use. In order to have the content as a selection, the Apply to Reseller Profile option must be checked during creation. You can also edit any existing content to select this option. Here is where the check box is located for each category.

Email Marketing Templates

Marketing > Templates, the option will appear after selecting your Editor.

CLICK HERE to learn about Marketing Templates

Contract Template

Billing > Contracts > Templates tab, the option is located under the Title field.

CLICK HERE to learn about Contract Templates

Business Sector

Projects > Settings > Business Sectors, the option is located at the bottom of the window.

CLICK HERE to learn about Business Sectors

Content Categories

Flyout Menu > Categories, the option is located at the bottom of the window for each Type.

CLICK HERE to learn about Content Categories

Custom Fields

Flyout Menu > Custom Fields, the option is located at the bottom of the window.

CLICK HERE to learn about Custom Fields


How do I apply a Reseller Profile to a new Child Account?

Once you have your Reseller Profile set up, click the Customers button in the top navigation bar. Or, navigate to Flyout Menu > Reseller Dashboard.

Click the +Add Customer button.

  In the Customer creation window, you will be able to select a Profile in the Reseller Profile dropdown menu.

     

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