# Registration for Partner Reseller Portal ## Partner Registration 1. Click the link below to register as a partner:
2. The user will receive an email. Open the email and click the link provided.
3. 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.
2. 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.
3. 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
4. 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.
5. 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. 6. Impersonate Customer User
* Click 'Login As' to impersonate the customer user. 7. Add Product.
* Partners can add products on behalf of their customers.
8. 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.