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

Distributor Account Managers can create Sub-Partner Companies (MSPs) on the platform in just a few minutes. Sub-Partners (MSPs) automatically receive 10 NFR (Not For Resale) licenses for internal use, enabling them to load up and equip their GTM Sales / Account Managers to best manage the platform and their SAT business moving forward.

Watch our video tutorial:

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

Step 1: Create the Company

• Login and access your Partner (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 Partner automatically receives 10 NFR Licenses .*NFRs do not expire.

• Provide Information for the Company Manager. This individual automatically becomes the default company manager.

• Click ‘Save’ to proceed.
• After creating a new Sub-Partner Company, it will be displayed under the parent company, beneath 'Partners'.

🔔 Notifications

The Sub Partner company Manager will receive an automated 'Partner Welcome Email' notification, guiding them to set up their login and password.🔐

Step 2: Add Users: 

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

• Access your Sub-Partner Dashboard.
• Navigate to the 'Users' section.
• Select 'Add Users'.

1. Manually 'Add User' one at a time - select ' NFR' License type
2. 'Import Users' in bulk via a CSV file, or 
3. 'Sync Users' using Active Directory Integration.

• Click 'Save'.
• *Once your initial users have been added, they will automatically be allocated NFR licenses.

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

• Access your 'Partner Dashboard'. 
• Navigate to the 'Licenses' section.
• Select the 'Orders' tab.
• Click on 'Add Licenses'.
• Populate the 'Number of Licenses' needed.
• Click 'Save'.

Step 2: Add Users

• Access your Partner Dashboard.
• Navigate to the 'Users' section.
• Select the 'Users' Tab.
• Click on 'Add Users'.

1. Manually 'Add User' one at a time,
2. 'Import Users' in bulk via a CSV file, or 
3. 'Sync Users' using Active Directory Integration.

• *Once your new users have been added, they will automatically be allocated PREMIUM licenses.