Data Access for Reseller Subuser

The Reseller can provide access to either all objects or a select group of objects to the reseller sub-user, customized to align with their specific roles and responsibilities.

To Get Started:

  • Login to your Reseller account.
  • Go to  Settings > General > Reseller 
  • Double-click on the account
  • Navigate to the Reseller Subuser tab.Setup Account for Reseller Subuser Tab

To Grant Permissions:

    • Click on Add New (to create a new account) or Edit (to edit the existing account), and the Reseller Subuser window will open.
    • Navigate to the Data Access tab.
      Data Access for reseller sub-user Required Info
      • Select the Company for which you would like to grant the sub-user access to the relevant object data.
      • Select the Branch of the selected company from which you want the sub-user to have object data access.
      • Select the Object that you want the sub-user to view. Sub-user will have access to all the details of the selected objects.
      • Choose the preferred Language from the drop-down list. This selection will determine the language in which the reseller sub-user will access the data.
      • If you want to have the cover page (Title Page) when you download the reports, then click on the checkbox to enable Show Cover Page on Download.

    Please Note: The sub-user will have access to analytics for the selected objects only, according to the screen rights assigned to them.

    • Save the settings by clicking on the Save 💾 icon