The Partner Portal Module is designed to help partners efficiently manage their third-party clients from a single, centralized location.
With its user-friendly dashboard, partners can quickly view key details for each client, such as the number of active and paid companies, total headcount across all clients, and pending activations.
In addition to providing easy access to client information, the module allows partners to create and add new companies, assign relevant modules, and streamline overall client management. It’s an essential tool for partners aiming to oversee and grow their client base effectively.
In your account, you should be able to see the Partner Portal Module, with the Partner Menu displayed beneath it for easy access and navigation.
The Partner page is divided into several sections. These sections provide insights and tools for overseeing client accounts, adding new companies, managing modules, and tracking client activity.
In the Paid Companies section, you can view the total number of companies you are currently managing that are subscribed to JustLogin. This gives you a clear overview of your active, paying clients
In the Active Users section, you can view the total number of active users across all the companies you manage. This gives you a quick overview of the workforce currently using JustLogin within your client base.
In the Companies Pending Activation section, you can view the number of companies that are pending activation. This means the accounts have been created but still need to be activated before the account itself is fully operational.
There is also an Existing Customers section where you can view both Active and Inactive companies. This allows you to easily track the status of all your clients, whether they are currently using Justlogin or not.
To add a new company, click the green button.
This page allows you to create a new company.
The required company information is as follows:
1. Country – Select the client’s country.
2. Company Name – Enter the client’s company name.
3. Company ID – Unique Company ID which will be part of the login credentials for all employees in that company.
4. Work Email – Provide the email address of the account's Superadmin.
5. Work Phone – Enter the client's phone number.
6. Admin Name – The name of the Superadmin for the account.
7. Admin ID – This will serve as the User ID / username for the admin, part of the credentials.
8. Password – By default, a reset password link will be sent to the Superadmin’s email.
9. Portal Master – Check this box if you want to designate this company as the Master Company.
10. Clone From – Specify an existing company, if relevant, to clone settings from.
The next page is titled Module Package. Here, you can select all the modules that the client has subscribed to in order to enable them in their account. Once you have made your selections, simply click the Submit button to finalize the process.
This is the message that will appear once the account has been created.
Clicking the pencil icon will allow you to edit the company's details. This provides an easy way to update any information as needed.