How to onboard OptimiDoc Cloud Customers and Partners

Modified on Tue, 10 Jun at 12:51 PM

This document describes how OptimiDoc's two portal accounts work.


1. Partner Portal - Limited to Certain Partners, provides Licensing and Support files including marketing material.

2. OptimiDoc Cloud Portal - This is the main OptimiDoc Cloud  portal that customers including Datasec Partners have access to.



OptimiDoc Partner Portal 

OptimiDoc Cloud Portal



Tips!


  • OptmiDoc Portal has the notion of Partners that have their own Customer Base which they can administrate, not all Partners need access to the OptimiDoc Partner Portal.


  • See attachment for further explanation on how to Create a partner in the Partner Portal and then how to Create Partners and customers in the OptimiDoc Cloud Portal.




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