*Reseller

Sub-Orgs Management for Reseller

This article introduces the steps on managing the sub-organization and their subscribed plan under the reseller organization.

 

Access the Sub-Org List in the Organization module

You can access the Sub-Org List  of the Organization module by following the steps below:

  • Click “Organization” on the sidebar to open the drop-down menu on the BlendVision One web console.
  • Press on “Sub-Orgs” displayed on the sidebar to access the Sub-Org List page.

 

Manage sub-organizations under this reseller organization

In the Sub-Orgs page, you can easily add, delete, and edit their details of each sub-organization through a centralized list.

Information on how to manage sub-organizations in reseller organizations is detailed in the article sections below:

Add new sub-organization into the reseller organization

To add new sub-organization, please follow the steps below:

1. Click the “Add Sub-Org” button on the upper-right side of the Sub-Orgs page.

2. Enter the details of the new sub-organization into the fields of the dialog window , then press the “Add Sub-Org” button to send an invitation mail to the new user.

  • Sub-org name: the display name of the new sub-organization. (Max: 40 characters)
  • Append to: the higher-level organization of the new sub-organization. Default will be your reseller organization.
  • Sub-org Type: please select “Business”
  • Pricing Plan: select the pricing plan that is assigned to the new sub-organization. Refer to <Plan Management for Reseller> to get more details on managing pricing plans.
  • Valid start date: fill the start date when the subscription contract will be available.
  • Cycle: fill the number of billing cycles (by month) for the contract.
  • Owner email: fill the owner’s email address. The owner will receive the invitation mail and be allowed to sign in BlendVision One to manage the new sub-organization.
  • (Optional) Sub-org description: fill the description of the new sub-organization that will shown on the Sub-Org List.

3. After the invitation is sent, you can confirm the new organization’s information and status in the Sub-Org List.

  • The sub-organization’s status will show as “Verifying” until the owner passes the email verification.
  • Users need to complete the verification steps to register their account within 24 hours of the invite. When the validation period expires, the status shown in the Invite list will change to "Failed to Verify" if verification was not completed.
  • When the validation period expires, you can change the owner or resend the invitation for validation. please refer to the next section for the detailed steps on resending the invitation mail.

Edit the subscription information of each sub-organizations

To edit information or resend invitation mail for each sub-organization, please follow the steps below:

1. Find the sub-organization that you want to edit from the Sub-Org List. You can access the sub-org editing page by two ways:

  • Click the Edit icon on the right side of the selected sub-organization:
  • Click on the selected sub-organization to open the details window, then press the “Edit” button shown in the window: 
Sub-Organization (Owner verifying) Sub-Organization (Owner verified)

 

2. Then you can edit the information in the sub-organization editing page then press “Save” button to submit the editing result:

Sub-Organization (Verifying)

For the sub-organization that status is “Verifying”, you can only press “Reset” button to change the owner email or resend the invitation email to the owner.

Sub-Organization (Verified)

For the sub-organization is verified by owner , you can edit or manage the sub-organization as below:

  • Press “Schedule New Plan” button to manage the subscribed information (reseller, pricing plan, valid date of contract)
  • Press “Switch” button to change the owner of the sub-organization and send the invitation email.
    (after changement, the new owner also need to pass the email verification)
  • Edit the Description field which is shown on the Sub-Org list.
  • Press “Deactivate” or “Activate” button to manage the status of the sub-organization

Delete sub-organizations from the reseller organization

To delete an sub-organization, please follow the steps below:

1. Find the sub-organization that you want to delete from the Sub-Org List. You can access the sub-org editing page by two ways:

  • Click the Edit icon on the right side of the selected sub-organization:
  • Click on the selected sub-organization to open the details window, then press the “Edit” button shown in the window:

2. Press the “Delete” button to delete the sub-organization:

Note: the “Delete” button only be available when the sub-organization is deactivated.

3. A confirmation window will pop-up. Type “DELETE” then press the “Delete” button to start deletion.

Note: please confirm that sub-organization won’t be used anymore. it cannot be recovered or re-used anymore after deletion.

4. After deletion is complete, you will be redirected to the Sub-Orgs page and a notification will be displayed. You can still confirm the deleted sub-organization in the Sub-Grg list and the status will shown as “deleting”

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