Manage organization

Manage Client Account

Managing from Partner Control Panel

When you add organizations through the partner console, you become the Partner Admin for the organization. For all the organizations that are already setup (domain already verified), there will be a Manage link across the child organization. 

 

When you click the Manage link, the Control Panel of the child organization will be accessible with partner admin role. You will see a note 'You are currently managing your customer: <customer domain name>'.

The partner admins have the privileges to perform all the tasks of the Super admin like adding users, managing subscription, creating aliases, mail policies and so on.

Note:

The Admin of the Child organization can choose to Revoke Access for you. If your access is revoked, the child organization will not be available in the listing. You will no longer be able to access the Child Organization Admin Console.

However, due to security policies, the partner admin will not be able to perform the following tasks in the client organization:

  • Change the Super Administrator of an organization  
  • Enable/ Disable Organization TFA Setting
  • Change a users role to admin or vice versa
  • Change users profile images 
  • Reset the password of a user
  • Delete a user
  • Backup user account of a child organization 
  • Edit the Dashboard
  • Access and use Referral Program 
  • Change organizations contacts sync settings 

The Super Admin of the child organization will not be able to manage the subscription of the organization. For upgrade/ dowgrade or storage change requests, the client admin should contact the Partner Admin. Only the Partner Admins can make changes to the Subscription and License related details for the client organizations. 

Managing from Partner Store

You can manage certain aspects of your client's account from the Partner Store Portal like Payments, Subscriptions etc. 

Upgrading Customers

  1. Login to Zoho Partner Store
  2. Click on the Customers tab in the left menu.
  3. Click on the settings icon and select Manage from the dropdown.
  4. Enter the required Plan details and Payment details.
  5. Click Add Profile to update the details. 

Updating Customer Details

  1. Login to Zoho Partner Store
  2. Click on the Customers tab in the left menu.
  3. Click on the Edit icon that appears when you hover over the relevant user. 
  4. Enter/ Edit the required details. 
  5. Click Update

Payments 

While subscribing your client to Paid plans, you can use Credit card payment. There are two ways in which you can pay using a Credit card - Reseller Card (RC) and Customer Card (CC).

  • Reseller Card - If you choose to use your own Credit Card to pay for a client's subscription, the payment for the customer will be tagged as Reseller Card.
  • Customer Card - If you choose to use your client's Credit Card to pay for their subscription, the payment for the customer will be tagged as Customer Card.

Changing Card details

You can change the payment details for any of your customers by following these steps:

  1. Login to Zoho Partner Store
  2. Click on the Customers tab in the left menu.
  3. Navigate to the Change Payment Details section.
  4. Click on the settings icon next to the relevant customer and select Change card.
  5. Enter the required details.
  6. Select/ Unselect the Are you using Customer Card? checkbox based on your preference.
  7. Click Update.

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