Quick guide for Jotelulu Partners. Using the Partner area to manage all your customers in one place.
Detailed view of the Partner area
Getting started:
IMPORTANT: You may wish to customise the appearance so that all your customers see your branding on the user portal and notifications. This should be done before any customers are added (see the section on customisation, further down).
Empty partner dashboard before customers have been added
Once you have added your first customers, the empty fields will be populated, and the partner area will show the relevant metrics and spending trends for the previous few months.
View once customers have been added: relevant metrics and spending over time
Access customer accounts and manage them more efficiently:
You can view each customer and their subscriptions by using either the drop-down menu at the top or the “My Customers” subsection. Here, it is possible to manage all customers and services in one place.
Manage all customer accounts in one place and see an overview of all their services
Use your corporate branding to make the service your own.
By customising the user portal and automated notifications, all of your customers will be presented with a customised portal displaying your image and branding (see the DEMO INC example below).
User portal customisation section in the Partner Area
Fields that can be edited for all customers in the user portal customisation section
If you want to find out more about customising services as a partner, check out the following guide: How to Customise the User Portal and Automatic Notifications (Partner).
IMPORTANT: If you want your corporate image to apply to all customers right from the start, you should make any customisations as soon as you have access to the Partner area, before doing anything else:
1. Customisation in the Partner Area > 2. Register Customers > 3. Add Customer Services
Special documentation for Partners:
Security, product details, tutorials, marketing material… here, you will find an entire collection of technical and commercial material. This section is here to provide all Jotelulu Partners with the documents and tools to help them offer the very best service to their customers.
Technical and commercial documentation for Partners
Quotes section.
As well as benefitting from special prices, Partners also have access to a section where they can quickly and easily generate quotes for potential customers.
Quotes section for Partners
In the Quotes section, Partners can download not just quotes but also any relevant customised commercial material for the services they offer. The idea is to provide Partners with a clear idea of their approximate service costs at all times and, therefore, help them to quickly and easily send quotes to customers.
Next steps and recommendations:
Now that you have seen an overview of the Partner area, you might want to find out a little more about how to use it. Below are some useful tutorials to get you up and running.
RECOMMENDATION: when getting started in the Partner area, you should carry out the following steps in the order below:
- Customisation: How to Customise the User Portal and Automatic Notifications (Partner).
- Add customers to the Partner area: How to Add a Customer in the Partner Area.
- Add new services for each customer (following registration):
