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Reseller Workflow

This article describes how reseller can onboard a potential client.

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Written by Admin
Updated over 3 weeks ago

Create the client's Organization

1. Click Avatar -> Organization

2. On the Organization Settings page click New organization

3. Enter your client's organization name and press Submit.

4. The Organization settings page will open. You should see Reseller, Owner, and VE roles next to the organization name. If any of these roles are missing (especially the Reseller one), please reach out to Value Viewpoint support at admin@valueviewpoint.ai.

Add organization members

Resellers can add organization members without purchasing additional seat, making it easy to demonstrate various workflows to potential clients.

  1. Press Add member button

2. Enter one person’s email at a time, select their role(s), and click the Submit button.

You can start by adding one Value Engineer (VE) and a couple of SDRs. Roles like Owner, Billing Manager, and Administrator can be assigned later as needed.

Repeat this step for each additional team member.

3. Once you’ve added organization members, you should see a screen that looks like this:

4. When new members log in, their organization and assigned role should be automatically configured for them.

Create and publish organization templates.

If needed, you can create templates tailored to the customer organization’s specific needs. Refer to the Publish Template article for step-by-step guidance on how to publish templates for a particular organization.

Customer education and training

By this stage, your customer’s organization should be fully set up and ready for Value Viewpoint feature demonstrations and training sessions.

Assign customer administrative roles

Once the customer is ready to purchase a subscription, they should designate organization members responsible for managing access and billing.

We offer the following administrative roles:

Role

Permissions

Organization Owner

Can purchase seats and add/remove team members

Billing Manager

Can purchase seats, but cannot manage team members

Administrator

Can add/remove team members, but cannot purchase seats

Note: Organization Owner = Billing Manager + Administrator.
An organization can have multiple Owners, Billing Managers, and Administrators.

Once you’ve added an Organization Owner, they will be able to assign or update roles for other team members.

  1. To assign an administrative role to a team member, click the three-dot menu next to their name and select Change Role from the dropdown.

  2. Select the appropriate administrative role(s) based on each team member’s responsibilities.

Customer Purchases Subscription

Guide the customer through the subscription process or contact Value Viewpoint to setup license payments.
Refer to How to Purchase a Subscription article for step-by-step instructions for purchasing a subscription.

Transfer Organization Ownership to the Customer

Before transferring ownership, ensure the following:

  • The customer has paid for all organization members.

  • All administrative roles are correctly assigned.

  • The customer understands how to contact support for ongoing assistance.

Depending on your agreement, you may want to relinquish all administrative rights. You will still be recognized as the reseller associated with the organization.

Final Handoff

At this stage, the customer should be fully enabled to:

  • Manage their organization independently

  • Assign roles

  • Purchase additional seats as needed

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