Add New Partner Account

This topic describes how to set up the type of account typically used by partners/resellers. You can create a Partner account under an iScan Partner or Partner account.

  1. Go to Customers - Add Customer to open Step 1 - Select Account Type in the New Account Creation wizard.
  2. Select Partner and click Next.
  3. In Step 2 - Account Info, enter the company name, address and contact details. Select Create User and enter the full name and Email address for the default user for this organization.
  4. Click Customise Branding to set the following:
    • Logo URL - the URL to the hosted company logo.
    • Navigation URL - The URL opened when the logo is clicked.
    • Custom CSS URL for Scanner Page and Reports - Allows you to direct the CSS stylesheet used for the reports.
    • Custom Help URL for Scanner Page and Reports - Allows you to direct the 'Help with Report' link at the top of the Scan Results reports.

  5. Click Next.
  6. In Step 3 - Account Plan for Partner, select whether the product is trial or purchased and click Next.
  7. Step 4 - Review displays a summary of the account details. Click Save to save the new account.
  8. The Account Settings pages for the organization are displayed. See Account Settings.