CREATING AND ONBOARDING A RESELLER

You may as a vendor also have indirect sales channels in addition to direct sales. In such instances, you must empower resellers to manage end customers and their licenses independently.

 

CREATING A RESELLER

Creating and managing a reseller is quite similar to creating and managing a customer. You can define custom reseller types in order to facilitate filtering and analysis.

 

 

INVITING A RESELLER TO THE RESELLER PORTAL

Technically, the reseller portal is identical to the vendor site, with the same registration and authentication process. Granting access to a certain reseller to a person (an email address is required) can be accomplished in the reseller's corresponding area.

 

 

SETTING RESELLER PERMISSIONS

Resellers should be able to self-manage their licenses and products. However, as a vendor you want to be able to restrict a reseller's access to products and editions, e.g., a Reseller A should be able to create licenses only for Product A/Standard Edition while Reseller B should be able to create licenses only for Product B/Silver Edition.

 

 

INDIRECT CUSTOMER MANAGEMENT

As a vendor, you have access to both direct and indirect customers (through resellers). The reseller type filter enables easy differentiation of direct and indirect customers. The same is true for the licensing view.

As a vendor, you can create an indirect customer as well. Nevertheless, this is something usually done by the reseller in the reseller portal. 

If you do not want a reseller to be able to manage their customers themselves, you can set this accordingly in the administration area when branding the reseller portal.

 

 

In case that a reseller does not want to reveal the real name of the end-customer, pseudo/alternative names and/or numbers can be used. This is rather a contractual issue between vendor and reseller.