Content Comparison

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1. Log into https://control.openpath.com  

2. Go to Partner Center > Manage Organizations

3. Click Add Org (+)

4. Fill out Organization Information

   1. Enter the Organization Name

   2. Enter the Super Admin’s info

      1. If the user belongs to another Openpath organization, you can select Add a user from an existing namespace. To learn more about namespaces, see What is a namespace?

5. Under Hierarchy, your org is automatically assigned as the Parent Org

6. Under Billing:

   1. Billing mode is automatically selected

   2. Enter an Accounts Payable email for the person who should receive the mnothly invoice

   3. Set an Initial Trial Period between 1 and 21 days. The first unlock (including any bench-testing) will trigger the trial period, after which billing will occur. 

   4. Optional: Enter a Reference Number to include any additional information on the invoice

7. Click Save

8. On the Subscriptions Tab:

9. Log into https://control.openpath.com  

10. Go to Users and locate your user in the table

11. Click Filter Columns then select Namespace

12. The table will refresh and show a Namespace column, it should say something like org:parent-org

13. If you have Control Center access to your customer’s org, switch to their org, otherwise ask their Super Admin for help

14. Create a new user in your customer’s org using your email address

    1. Click Change Your Subscription Plan

    2. Select the appropriate Package Plan, Currency, and Plan Length

    3. Click Save

Your customers can add you to their customer accounts. In order to simplify logging into the Control Center (and not have multiple accounts tied to the same email address) you should link your namespace to your user accounts.

To link user accounts with namespaces:

2. Under the Email field, check Add a user from an existing namespace

3. Paste the Namespace from your parent org

4. Assign Portal Access by clicking the slider and adding the Super Admin role

5. 1. Click Save

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