In this article you will learn how to add a Dealers/Franchise/Channel partner to your Orgzit account.
This process of adding a dealer consists of 2 parts:
- Add dealer to your Orgzit account
- Create a dealer record in your workspace
Step 1: Add dealer to your Orgzit account
a. On the top-right corner on the screen, in the navigation bar, you should see a User-management button.
b. Clicking on that button will redirect you to a user management page. It would look something like the below screenshot.
c. Just below the top-right corner of the User Management page, you should see a button named "New User".
d. Clicking on the "New User" button will open a form where you can add a new user.
d. Fill in the form with the following details:
- Email: dealer's email address
- Workspace: Select the workspace where you want to add the dealer
- Access Level: Choose "Edit"
- Groups: Select the appropriate group for the dealer
e. Click "Add" button to add the dealer to your account.
f. The dealer will receive an email from your Orgzit account. The dealer should click on the "Join Account" button in the email. This will navigate the dealer to a signup page where the dealer can set a password and signup to your Orgzit account.
Note: you don't need to wait for step f to continue with step 2 below. The dealer can complete step f later on.
Step 2: Create a dealer record in your workspace
a. Go back to your workspace by selecting it from the sidebar. To open the sidebar, you should click on the hamburger icon on the top-left of the screen.
b. Once the sidebar opens, you will see a list of workspaces. Click on the workspace where you want to add the dealer. This should navigate you to that workspace.
c. In the workspace, you should be able to see a tab named "Dealers" or something similar. Click on that tab. This should open the Dealers table that looks something like below.
d. In the "Dealers" table, you should see a button named "+Dealer".
e. Click on the "+Dealer" button. This should open a form where you can fill in the dealer's details.
f. In the "Dealer User" field, you should select the user you added few minutes ago in step 1.
g. After entering the required details, click on "Create".
That's it, you have successfully added the dealer to your Orgzit account.