Registration for Partner Reseller Portal

Partner Registration

1. Click the link below to register as a partner: https://platform.dbsync.io/appcenter/c/register/partner_reseller_portal/partner/dbsync-register-partner

1. The user will receive an email. Open the email and click the link provided.

1. After filling out the registration form, the partner will receive a confirmation email.

Partner Portal

1. Login: Partners can log in using the credentials used during registration.

1. Home Page: Once logged in, partners will land on the home page.

• The partner portal can be viewed at the top right corner.

• The partner company will be listed with fields such as Company, Name, Active, etc.

• Partners can view company details by clicking on the name.

1. View Customer

• Partners can view their customers by changing the view from 'org' to 'My Customer'.

• 'My Customer' will list all partner customers with fields like:

  • Company

  • Name

  • Active

  • Customer Type

  • Usage

  • Coming Expiry Date

1. Add Customer

• Click 'Add New' to add a customer.

• Save Customer by filling in mandatory fields such as Name, Active, and Partner Commission.

• Partner Account: Will be the Partner OrgId, which should be filled by default.

• Customer Type: Should be 'CUSTOMER' by default.

• Partner Commission Rate: This field is mandatory.

1. View Customer User

• Open Customer.

• The Related Lists section at the bottom contains Users of the customer.

• Click the name to view user details.

• Partners can also view orders and trial licenses.

1. Impersonate Customer User

• Click 'Login As' to impersonate the customer user.

1. Add Product.

• Partners can add products on behalf of their customers.

1. Payment Invoice Link

• The invoice link will be generated automatically.

• Partners can copy the payment invoice link to share with customers.

• Clicking the link allows partners or customers to make a payment.