Invite a Reseller to Your Team on Yoplanning.pro

Feature Introduction

Inviting a reseller to your team on Yoplanning.pro is an essential feature for expanding your business activities. It allows you to collaborate effectively with partners by integrating them into your management system.

Steps to Use the Feature

1. Prerequisites: Make sure the reseller has created their own team or create it for them if necessary.

2. Find Reseller Team ID:

   • Meet with the reseller’s team.

   • Go to Administration, then Configuration, and click on Team.

   • At the bottom of the Team configuration window, locate the ID (a complicated UUID).

   • Use the button next to it to copy this ID.

3. Invite the Reseller to Your Team:

   • Come back to your own team on Yoplanning.pro.

   • From the menu, select Products.

   • In the tabs at the top, click on Reseller to see the list of already invited resellers.

   • Click Add Reseller and paste the Reseller ID.

   • A verification appears below the field to confirm the reseller team name.

4. Finalize the Invitation:

   • Validate the invitation. This will allow the reseller to be integrated into your team.

Tips for Use and Best Practices

• Checking the ID: Make sure the copied ID is correct to avoid inviting the wrong team.

• Reseller Communication: Inform the reseller of the invitation so they can prepare to collaborate.

• Organization of Teams: Keep an updated list of your resellers for better partnership management.

Common Problems and Solutions

• Identifier Error: If the team name is not displayed, recheck the copied identifier. Make sure there are no extra spaces or missing characters.

By following these steps and tips, you can easily invite a reseller to your team on Yoplanning.pro, thus strengthening your commercial and collaborative capabilities.