Review Reseller signup requests

When a reseller organization requests to join AppReseller, the Reseller Manager must review and approve the request before the organization receives an account.

To review a Reseller signup request

1. Go to Manage > Reseller > Partners > Partners | Reseller Signup Requests. The Signup Requests page opens. It includes a table that displays all requests received from the Reseller Signup link.
2. Click Review next to a request. The Review Signup dialog appears and displays the following:
   • Reseller’s contact information collected in the signup form
   • Status of the request (Pending by default)
   • Permissions section with the following options:
     • Reseller Company Can Create Leads—Allows members of this Reseller’s company to create leads as described in Manually create leads as a Reseller or Reseller Manager.
     • Reseller Company Can Create Customer Companies—Allows members of this Reseller’s company to create a user company from a lead as described in Convert leads to customers.
3. (Optional) Select one or both of the Permissions options. If you click Reseller Company Can Create Customer Companies, the following options appear:
   • Without permission from the Reseller Manager
   • Only as opportunities that the Reseller Manager must approve (selected by default)
4. (Optional) Click the Without permission from the Reseller Manager option.
5. (Optional) Enter a comment in the Comment field. This comment is used by the email templates used to notify Resellers.
6. Click Approve or Deny. The following events occur:
   • An email message is sent to the Reseller’s email address provided during registration, using the appropriate email template:
     • Reseller Signup Request Approved—Thank you for requesting to sign up on {PARTNER_ID}. Your request has been approved! Please follow this activation link to begin selling on the platform. {activationlink}
     • Reseller Signup Request Denied —Thank you for requesting to sign up on {PARTNER_ID}. Your request has been denied. Please see the reason for denial: {COMMENT}
   • If approved, the company is added to the Reseller Companies page (at Manage > Reseller > Partners > Partners | Reseller Companies) with Reseller Access. The person who submitted the request is this company's first user and Company Administrator. This person has an account on the Reseller Users page (at Manage > Reseller > Partners > Partners | Reseller Users) with the Reseller user role.
   • If denied, the request is removed from the Signup Requests page.