Distributors' Guide: How to Create a Sub-Partner (MSP)Company

Welcome to the Distributors' Guide for onboarding your Sub-Partner (MSP) Companies to the Security Awareness Training platform. This comprehensive guide will walk you through each step of the process, ensuring a smooth and successful rollout for your Sub-partners.

Watch our Video Tutorial:

How to Create a Sub-Partner (MSP) Company:

When you're ready to introduce the Platform to your Sub-partner (MSP) Company, Distributor Account Managers can create a new Sub-partner (MSP) company on the platform in just a few minutes. 🚀

Step 1: Create the Company

Login and access your Distributor (Parent) 'Admin dashboard'.
Navigate to your 'Company' section.
Click on the 'Actions' button located in the top right corner.
Select 'Create Company' from the drop-down menu.

Select the 'Partner' button and fill in the requested company information.
Each Sub-Partner (MSP) automatically receives 10 NFR (Not For Resale) licenses for internal use, enabling them to load up and equip their GTM Sales / Account Managers to manage the platform best and their SAT business moving forward.

Choose ' Internal' or 'External' Company Manager

*Select 'Internal' Manager: Populate Information for the Sub-Partner Company Manager. This individual automatically becomes the default Sub- Partner company manager

*Select 'External' Manager: Select an external company manager from the dropdown menu. This allows a Distributor to appoint themselves as a manager within the Sub-Partner company.

Click ‘Save’ to proceed.
After creating a new Sub-Partner, the Company will automatically appear under the parent company in the 'Partners' section.

Step 2: Allocate NFR Licenses:

Once onboarded, it's time to allocate relevant team members' NFR licenses to GTM. This can be done by the Sub-Partner manager by following these easy steps:

Login and access your Sub- Partner 'Admin dashboard'.
Navigate to the 'Users' section.
Select 'Add Users'.

Manually 'Add User' one at a time - Select ' NFR' license type
'Import Users' in bulk via a CSV file - Select 'NFR ' license type.

Click 'Save'.

How to Order Premium Licenses:

If a Sub-Partner (MPS) requires additional licenses internally, either for internal rollout or additional GTM team members, they will need to order additional 'PREMIUM' licenses.

How it Works:

Step 1. Order 'Premium' Licenses

Login and access your Sub- Partner 'Admin dashboard'.
Navigate to the 'Licenses' section.
Select the 'Orders' tab.
Click on 'Add Licenses'.
Populate the 'Number of Licenses' needed.
Click 'Save'.

*The distributor account manager will receive a notification. This alerts them to proceed with the assignment process.

For detailed guidance on getting started, explore our How to Assign Orders guide.

Step 2: Importing Learners

Login and access your Sub- Partner 'Admin dashboard'.
Navigate to the 'Users' section.
Click on the 'Add Users' button located top right corner. Managers will have the choice to:

*Once new learners have been imported, they will automatically be allocated PREMIUM licenses.

For detailed guidance on getting started, explore our Quick Start Guide.

Notifications

Partner Welcome Email: Onboarding email sent to new Partner account managers prompting them to set up their login and password.
License Request Notification: A notification email is sent to Distributor account managers when MSP Partners request Premium licenses. This alerts them to proceed with the assignment process.

NOTE: Sub-partner managers will receive an automated notification email as soon as their new licenses have been assigned and are ready to be allocated to your new learners.