Openpath Channel Partners have access to a special view in the Control Center called the Partner Center. This view lets you set up and manage customer accounts (also known as child orgs) and billing.
To set up a new Child Org:
Log into https://control.openpath.com
Go to Partner Center > Manage Organizations
Click Add Org (+)
Fill out Organization Information
Enter the Organization Name
Enter the Super Admin’s info
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?
Under Hierarchy, your org is automatically assigned as the Parent Org
Under Billing:
Billing mode is automatically selected
Enter an Accounts Payable email
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.
Optional: Enter a Reference Number to include any additional information on the invoice
Click Save
On the Subscriptions Tab:
Click Change Your Subscription Plan
Select the appropriate Package Plan, Currency, and Plan Length
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:
Log into https://control.openpath.com
Go to Users and locate your user in the table
Click Filter Columns then select Namespace
Copy the the text found in that field, it should say something like
org:parent-orgIf you have Control Center access to your customer’s org, switch to their org, otherwise ask their Super Admin for help
Create a new user in your customer’s org using your email address
Under the Email field, check Add a user from an existing namespace
Paste the Namespace from your parent org
Assign Portal Access by clicking the slider and adding the Super Admin role
Click Save
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