The partner cockpit: assigning your first customer

Result first: The first customer has been assigned

Hello and welcome to the PaperOffice AI Academy. In episode two of the partner series, we head to the partner cockpit: We assign the first customer and allocate a plan to them. First, the result. Norvexa Manufacturing Inc. is in our customer list, on the Plus plan. And from now on, the customer’s account says: billing is managed by Academy Partner, with our logo and our support note. It takes two preparations and four steps. To prepare: get your master data verified and top up your wallet. Then you set up your support branding, the customer creates a Claim ID, you assign the customer and assign a plan.

Chapter 1: Before the first customer

Before you take on your first customer as a reseller, two things are required. First, verified master data. Under master data and KYC, you enter your company, address and website and submit them for review. PaperOffice checks them by hand. For us, that’s already done: KYC verified. Second, a balance in the reseller wallet. For your customers you keep an airbag: five hundred euros base amount plus two hundred euros per customer. For the first customer, that makes seven hundred euros. Episode three shows how to top up and what else the wallet can do.

Chapter 2: Support branding

To ensure your customer knows who they are contacting, configure the support branding: name, logo, and a brief support note. This is exactly what your customer will see later in their account and on the support page.

Chapter 3: At the customer’s site: the claim ID

The handover always starts with the customer. In the Norvexa account, Marcus Reyes opens Administration, Organization and there Hand billing to a partner. Accounts on the Free plan that have never had a paid plan can be handed over — exactly the new customers you look after from day one. A click on Create Partner Claim ID. The Claim ID has eight characters and is valid for seventy-two hours. Marcus Reyes will send it to you along with the account’s email address.

Chapter 4: Assign customer

Now you as the partner: Partner Program, Customers, Assign customer. You enter the customer’s email address and the Claim ID and confirm. Customer assigned successfully. From now on, billing runs through you. The customer appears in your list, initially on the Free plan. If something is wrong, the app tells you directly. If the Claim ID, for example, has expired, your customer simply creates a new one.

Chapter 5: Manage customer and assign plan

Through Manage customer, you can set a display name and internal notes that are visible only to you. And you assign the plan. As a reseller, you can choose Starter, Plus and Professional, and as an Elite partner also the larger plans. We take Plus. Your purchase price is charged to your wallet immediately: the list price minus your partner discount of forty percent. If your customer needs more than their plan includes, the extra usage is paid automatically from your wallet in blocks of one hundred euros. With the overage limit, you set the monthly maximum. Leaving it empty means: no partner limit. In the Details tab, you can view the customer’s data at a glance: account email, company, plan, and how long they have been assigned to you.

Chapter 6: What the customer sees now

And this is what the customer sees: billing is managed by Academy Partner, with your logo and your support note. The customer no longer changes the plan or payment details themselves; you take care of that now. Licenses and billing are now managed by Academy Partner; therefore, the section is hidden for the customer. Your support comes first on the support page as well. The direct route to PaperOffice remains available.

Chapter 7: Public profile

In your public profile, you prepare your entry in the partner search: short description, languages, countries. The entry is voluntary and only becomes visible after a review by PaperOffice. In short: get your master data verified and top up the wallet, set up support branding, the customer creates the Claim ID, you assign the customer and assign the plan. In the next episode, we’ll be talking about money: what you save as an integrator, what you earn as a reseller, and how the wallet works. Until next time in the PaperOffice AI Academy.