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 

 

 

 Go to Relationships→ Distributors. 

 

 

 Select Create . 

 

 

 Enter Distributor Name and details. 

 

 

 Assign a Distributor Administrator user. 

 

 

 Select Save . 

 

 

 

 Edit a Distributor 

 Purpose Update distributor details or administrators. 

 Permission Level Platform Administrator 

 Steps 

 

 

 Go to Relationships → Distributors. 

 

 

 Select the distributor you want to edit. 

 

 

 Update Name, contact information, or administrator assignments. 

 

 

 Select Save . 

 

 

 

 Delete a Distributor 

 Purpose Remove a distributor permanently. 

 Permission Level Platform Administrator 

 Steps 

 

 

 Go to Relationships → Distributors. 

 

 

 Select the distributor you want to delete. 

 

 

 Select Delete . 

 

 

 Confirm deletion. 

 

 

 

 Add a Partner 

 Purpose Register a new partner under a distributor. 

 Permission Level Distributor Administrator Platform Administrator 

 Steps 

 

 

 Go to Relationships → Partners. 

 

 

 Select Create . 

 

 

 Enter Partner Name and details. 

 

 

 Assign Partner Administrator(s). 

 

 

 Select the Distributor this partner belongs to. 

 

 

 Select Save . 

 

 

 

 Edit a Partner 

 Purpose Update partner details or administrator assignments. 

 Permission Level Distributor Administrator Platform Administrator 

 Steps 

 

 

 Go to Relationships → Partners. 

 

 

 Select the partner you want to edit. 

 

 

 Update details or administrators. 

 

 

 Select Save . 

 

 

 

 Delete a Partner 

 Purpose Remove a partner permanently. 

 Permission Level Distributor Administrator Platform Administrator 

 Steps 

 

 

 Go to Relationships → Partners. 

 

 

 Select the partner you want to delete. 

 

 

 Select Delete . 

 

 

 Confirm deletion. 

 

 

 

 Add a Tenant 

 Purpose Onboard a consuming organization under a partner. 

 Permission Level Partner Administrator Distributor Administrator Platform Administrator 

 Steps 

 

 

 Go to Relationships → Tenants. 

 

 

 Select Create . 

 

 

 Enter Tenant Name and details. 

 

 

 Assign Tenant Administrator(s). 

 

 

 Select the Partner this tenant belongs to. 

 

 

 Select Save . 

 

 

 

 Edit a Tenant 

 Purpose Update tenant details or administrators. 

 Permission Level Partner Administrator Distributor Administrator Platform Administrator 

 Steps 

 

 

 Go to Relationships → Tenants. 

 

 

 Select the tenant you want to edit. 

 

 

 Update details or administrators. 

 

 

 Select Save . 

 

 

 

 Delete a Tenant 

 Purpose Remove a tenant permanently. 

 Permission Level Partner Administrator Distributor Administrator Platform Administrator 

 Steps 

 

 

 Go to Relationships → Tenants. 

 

 

 Select the tenant you want to delete. 

 

 

 Select Delete . 

 

 

 Confirm deletion.