Managing Partners

Only Super Users (SUs) and Distributors can manage Partners. Clicking on “Partners” in the main navigation takes the user to the Partners screen.

Features of the Partners Screen

✅ View All Partners (Partners) – Displays a complete list of all Partners within the system. ✅ Sorting & Filtering Options – Quickly find Partners using column sorting and search filters.

✅ Add a New Distributor – Use the “Add Distributor” button in the top-right corner of the screen.

✅ Real-Time Data for Each Partner – The table includes:

· Partner Name & Tag · Parent Organisation (Distributor managing the Partner) · Number of Tenants under each Partner · Number of Active Users · Total Storage Used · Total Emails Archived

Pagination Controls

✅ By default, 25 Partners are displayed per page. ✅ Users can change the number of Partners per page to 10, 25, 50, or 100.

✅ Pagination controls located in the bottom-right corner, allowing users to navigate through the list.

Additional actions from the Distributor screen

On the far right of every Partner record, there is a vertical ellipsis menu. From this menu, Super Users (SUs) and Parent Distributors can perform additional actions while acting as the Parent Distributor.

✅ Login as [Partner] – Allows the SU and Parent Distributor to log in as the selected Partner.

✅ Configure [Partner] – Opens the Partner’s settings.

✅ View Tenants – Displays all Tenants under the Partner.

✅ View Imports – Provides access to import logs and data for the Partner.

Adding a New Partner

Only Distributors can add Partners. To complete the Add Partner form, you’ll need:

✅ Organisation Name – The name of the Partner account.

✅ Organisation Tag – A unique identifier for easy differentiation.

✅ Administrator Details – The email, first name, and last name of the account administrator.

✅ Encryption Configuration – Choose between inheriting the Super User’s encryption key or setting a custom key.

Important: Encryption keys cannot be rolled or replaced. Any previously archived items will be irretrievable if the key is changed.

You can manage custom encryption key by expanding the Advanced Setting on the form.