Setting Up Reseller Account & White Labelling

Setting Up Reseller Account & White Labelling

Introduction

In this article, we'll walk you through the process of setting up a reseller within our system. Resellers play a crucial role in expanding the reach of our products and services, and setting them up correctly ensures they can efficiently manage and support their customers.

To get started, you'll need to access the ZenduIoT Admin portal and follow a series of steps to add and configure your reseller. This will involve entering essential details about the reseller.
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By the end of this setup, your reseller will be fully integrated into the ZenduIoT Admin system.

Set Up

In the ZenduIoT Admin portal, head to the "Resellers" tab and click on + Add Reseller in the top right corner to begin. 




You can also edit existing resellers on this page by hovering over a row and clicking the edit icon on the right.






Account Details

In this section, fill out the reseller's name, email and their Zoho CRM Account ID. Select a parent name if applicable. 
Note: Your reseller must be registered in Zoho CRM before they can be added to the ZenduIoT Admin portal.



Contacts

Optionally, you can add the reseller's contact information for various departments.



White Labelling

In this section, you can customize the reseller's customer portal with their company's branding. 


This field is for their full logo, and it will be displayed in the top left corner of the main dashboard (menu), in addition to the top of the login screen.





Collapsed Logo/Icon

This field is for your reseller's icon logo, and it will be used as the favicon of the customer portal, in addition to the collapsed menu on the main dashboard. 







App Title

The app title is the title displayed in the browser tab of the reseller's customer portal, as shown below. Make sure not to include any spaces, as outlined in the field. 



Customer Management 

In this section, you can manage customer communications and support. 

  1. Managed By - For each subject, toggle between who you want to manage communications with the customer: either the provider (i.e. Zenduit), or the reseller (i.e. Fleet Reseller).
  2. Send To - Set up URL links to announcements, training videos, and demo booking. In addition, set up email addresses to route inquiries. 
  3. Customer Facing Process Guides - Here, you can associate resources and documents to each support type.
  4. Support Forms - Preview the support form for each category; this is where the customer will fill out their inquiries. 

For more context, the settings configured in this tab will be reflected in the "Support" tab in the customer portal, as shown below. 



The links set in the Customer Facing Process Guides that you configured in the Admin portal will be embedded in "Learn More" in the customer portal, as indicated above. The Support Forms that you previewed in the Admin portal are embedded in the "Open" buttons in the customer portal. Once a customer fills out a support form, the form will be sent to the email configured in the Sent To section. 



This email (shown above) would include a table of all fields filled out in the form, including a pdf version of the filled form and any other submitted attachments. 





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