Guide: How to Assign Orders
Distributor/ Partner Managers play a pivotal role in managing their associated companies, whether they are sub-partners or customers. Assigning 'Premium' licences is a crucial step once these licences have been ordered. This responsibility typically falls on the distributor or sub-partner Account Manager.
Notifications
- License Request Notification: When the customer requests Premium licences, partner account managers receive prompt notifications. This alerts them to proceed with the assignment process.
Steps to Assign Licences:
- Login and access your Partner( Parent) 'Admin dashboard'.
- Navigate to your 'Licences' Section
- Select the 'Orders' tab to access pending orders.
- Navigate to the 'Requested Orders' section.
- Use the 'Add Filter' option to pinpoint the specific order awaiting assignment.
- Click on the ellipsis icon (three dots) beside the order.
- Select 'Assign'
NOTE: Customer/ 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.