Relationship Management
Introduction
Relationship management is a critical part of administering the system.
Add a Distributor
Purpose
Register a new distributor as the top-level commercial entity under the platform.
Permission Level
Platform Administrator
Steps
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Go to Administration → Distributors.
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Select Create.
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Enter Distributor Name and details.
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Assign a Distributor Administrator user.
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Select Save.
Edit a Distributor
Purpose
Update distributor details or administrators.
Permission Level
Platform Administrator
Steps
-
Go to Administration → Distributors.
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Select the distributor you want to edit.
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Update Name, contact information, or administrator assignments.
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Select Save.
Suspend or Enable a Distributor
Purpose
Block or restore a distributor’s ability to operate.
Permission Level
Platform Administrator
Steps
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Go to Administration → Distributors.
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Select the distributor you want to change.
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Toggle Disabled on to suspend, off to re-enable.
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Select Save.
Delete a Distributor
Purpose
Remove a distributor permanently.
Permission Level
Platform Administrator
Steps
-
Go to Administration → Distributors.
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Select the distributor you want to delete.
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Select Delete.
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Confirm deletion.
Add a Partner
Purpose
Register a new partner under a distributor.
Permission Level
Distributor Administrator
Platform Administrator
Steps
-
Go to Administration → Partners.
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Select Create.
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Enter Partner Name and details.
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Assign Partner Administrator(s).
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Select the Distributor this partner belongs to.
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Select Save.
Edit a Partner
Purpose
Update partner details or administrator assignments.
Permission Level
Distributor Administrator
Platform Administrator
Steps
-
Go to Administration → Partners.
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Select the partner you want to edit.
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Update details or administrators.
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Select Save.
Delete a Partner
Purpose
Remove a partner permanently.
Permission Level
Distributor Administrator
Platform Administrator
Steps
-
Go to Administration → Partners.
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Select the partner you want to delete.
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Select Delete.
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Confirm deletion.
Add a Tenant
Purpose
Onboard a consuming organization under a partner.
Permission Level
Partner Administrator
Distributor Administrator
Platform Administrator
Steps
-
Go to Administration → Tenants.
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Select Create.
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Enter Tenant Name and details.
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Assign Tenant Administrator(s).
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Select the Partner this tenant belongs to.
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Select Save.
Edit a Tenant
Purpose
Update tenant details or administrators.
Permission Level
Partner Administrator
Distributor Administrator
Platform Administrator
Steps
-
Go to Administration → Tenants.
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Select the tenant you want to edit.
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Update details or administrators.
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Select Save.
Delete a Tenant
Purpose
Remove a tenant permanently.
Permission Level
Partner Administrator
Distributor Administrator
Platform Administrator
Steps
-
Go to Administration → Tenants.
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Select the tenant you want to delete.
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Select Delete.
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Confirm deletion.