Manage Resellers
In this system, as a large account reseller, you can manage your own resellers via the Reseller directory. Click Reseller directory in the navigation pane to go to the Reseller directory page.
You can perform the following actions on the Reseller directory page:
- **Invite** **new** **reseller** – To invite new resellers, click **Invite** **new** **reseller** in the upper-right corner, and then select to invite a single reseller or batch invite resellers. For more information, refer to [Invite Resellers](manage-resellers.md#singleinvite).
> ***Note**: You cannot invite another large account resellers.
- **Add** **pool** – To assign a pooled subscription to a reseller, select the reseller and click **Add** **pool**. The **Add** **pool** panel appears. For more information, refer to [Add Pool](manage-resellers.md#singleinvite).
- **Map** **resellers** – To map the reseller that has not been mapped, select the reseller and click **Map**. In the **Map** panel, select the desired tenant owner and organization name for the reseller. Then, click **Save**. The status of the reseller will be updated to **Mapped**.
- **View** **reseller** **information** – To view the detailed information about a reseller, click the reseller’s organization name. The reseller detailed dashboard appears. For more information, refer to [View the Reseller Detailed Dashboard](manage-resellers.md#singleinvite).
- **View** **reseller’s** **customers** – Turn on/off the toggle in this column to define if the reseller allows you to view the reseller’s customers’ names. When it is turned off, the customers’ names will be hidden when you view the reseller’s customer information. Note that once it is turned off, you cannot turn it back on and only resellers can enable your visibility in Elements.
- **Delete** **resellers** – To delete a reseller, select the reseller and click **Delete**.
A pop-up window appears asking for your confirmation. Enter **Yes** in the text box, and click **Delete** to confirm your deletion.
> ***Note**: The resellers who have active pooled subscriptions cannot be deleted.
- **Search for a** **reseller** – To search for a specific reseller, enter the keywords of the reseller’s tenant owner in the search box in the upper-left corner. Then, press **Enter** on the keyboard.
- **Filter** **resellers** – You can filter resellers by **Status**. Click **Filter** in the upper-right corner and customize the filter condition.
Click **Filter** to apply the condition to filter customers. Your filter condition will be displayed at the top of the table, and you can also click the remove () button next to the condition to remove it.
- **Manage** **columns** – Click **Manage** **columns** in the upper-right corner to choose the columns you want to display on the page.
View the Reseller Detailed Dashboard
The reseller detailed dashboard displays the information of reseller's subscriptions, license details, and customer information.
- **Pools** – The number of pooled subscriptions allocated to this reseller.
- **Customers** – The number of customers who have active pooled subscriptions from this reseller.
- **Total** **user** **seats/objects** – The number of user seats and objects allocated to this reseller.
- **Allocated** **user** **seats/objects** – The number of user seats and objects that this reseller has allocated to their customers.
- **Pending** **acceptance** – The number of user seats and objects that are still pending this reseller’s acceptance.
- **Expiring in 30** **days** – The number of user seats and objects that will expire within 30 days.
- **Available** **licenses** – The line chart shows the percentage trend of this reseller’s available licenses (user seats/objects/capacity) for different pooled subscriptions within the last 6 months. You can select or deselect the checkboxes of each pooled subscription to view or hide its data. You can also hover your mouse over the first day of a month to view the percentage of available licenses, number of purchased licenses, and number of allocated licenses for each pooled subscription at that time.
- **Pools** – This section shows the reseller’s pooled subscription details in each column and allows you to perform the following actions to manage pooled subscriptions of this reseller.
- **Add** **pool** – To assign a pooled subscription to this reseller, click **Add** **pool**. The **Add** **pool** panel appears. For more information, refer to [Add Pool](manage-resellers.md#singleinvite).
- **Edit** – To edit a pooled subscription of this reseller, select the pooled subscription and click **Edit**. The **Edit** **pool** panel appears. For more information, refer to [Edit Pool](manage-resellers.md#singleinvite).
- **Return to** **pool** – When this reseller has not accepted the pooled subscriptions and the status is **Pending** **acceptance**, you can select the record and click **Return to** **pool** above the table to return the subscription back to your pool.
- **Search** – To search for a specific pooled subscription, enter the keywords of the pooled subscription name in the search box in the upper-left corner. Then, press **Enter** on the keyboard.
- **Filter** – You can filter pooled subscriptions by **Source**, **Payment** **type**, and **Status**. Click **Filter** in the upper-right corner and customize the filter criteria.
Click **Filter** to apply the criteria to filter pooled subscriptions. All your filter criteria will be displayed at the top of the table, and you can also click the remove () button next to each filter criterion to remove it.
- **Manage** **columns** – Click **Manage** **columns** in the upper-right corner to choose the columns you want to display on the page.
- **Customers** – This section shows the details of customers who have pooled subscriptions from this reseller in each column and allows you to perform the following actions to view customers.
- **Search** – To search for a specific customer, enter the keywords of the customer’s organization name in the search box in the upper-left corner. Then, press **Enter** on the keyboard.
- **Filter** – You can filter customers by **Customer** and **Pool**. Click **Filter** in the upper-right corner and customize the filter criteria.
Click **Filter** to apply the criteria to filter customers. All your filter criteria will be displayed at the top of the table, and you can also click the remove () button next to each filter criterion to remove it.
- **Manage** **columns** – Click **Manage** **columns** in the upper-right corner to choose the columns you want to display on the page.
Invite Resellers
Click Invite new reseller in the upper-right corner, and then select to invite a single reseller or batch invite resellers. Refer to the sections below for instructions on two methods.
Single Invite
In the Single invite panel, enter the email address and optional organization name of the reseller you want to invite and click Search.
Elements will find resellers using the email address first. If a reseller whose tenant owner is same as the email address, the reseller will be displayed. If no reseller is found using the email address, Elements will then use the email domain and organization name to find resellers.
- If only one or multiple resellers are found, you can select the desired reseller and click **Invite**.
- If no reseller can be found, you can click **Send** **email** to send an invitation email to the reseller to sign up for Elements.
Batch Invite
In the Batch invite panel, complete the following steps:
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Click Download template to download a template for configuring the resellers.
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Open the file and configure the organization name and reseller’s email addresses in each row. Then, save the file.
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Click Upload and select the updated template file that you want to upload.
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Select if you want to Send an invitation email to accounts not registered in Elements. With this setting selected, if any resellers do not exist in Elements, Elements will send an invitation email to the resellers to sign up for Elements to make sure they can be invited.
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Click Invite to invite the resellers configured in the uploaded template file.
Add Pool
You can add new pooled subscriptions for a mapped reseller and configure the subscription settings by referring to the instructions below:
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Select online services by clicking their cards.
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Cloud Backup for Microsoft 365
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Cloud Backup for Microsoft 365 - Power Platform
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Cloud Management
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Cloud Archiving
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Cloud Governance
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Insights
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Policies for Microsoft 365
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Cense
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Cloud Backup for Google Workspace
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Cloud Backup for Dynamics 365
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Cloud Backup for Salesforce®
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Cloud Backup for IaaS + PaaS (Microsoft Entra ID, Azure AD B2C, Admin Portal, Azure Storage, Azure Virtual Machine, Google Virtual Machine Instance, and Amazon EC2 )
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EnPower
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tyGraph
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Opus
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Click Next to proceed.
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On the Subscription information page, configure subscription information for each service by selecting that service on the left and editing its subscription information on the right.
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Pool – Select the pooled subscription that you want to assign to the reseller.
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Source – Select a value to indicate the source of your pooled subscription.
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Payment type – Select the payment type of the reseller for this pooled subscription.
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User seats – Enter the number of user seats you want to assign to the reseller.
To view the user seats you own, click View details of available user seats.
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Subscription expiration date – By default, Same as pooled subscription is selected to keep the same expiration date as the pooled subscription. You can select Expire now or select Specify a time to set an expiration date for the reseller’s subscription. Note that if the large account reseller does not extend the pooled subscription, the reseller’s pool will be expired immediately when the large reseller’s pool is expired.
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Click Save to save your configurations.
Edit Pool
On the Edit pool page, you can configure the following subscription information.
- **Payment** **type** – Select the payment type of the reseller for this pooled subscription. The payment type can only be edited when the reseller has not assigned this pooled subscription to any customer.
- **User** **seats** – Enter the number of user seats you want to assign to the reseller.
To view the user seats you own, click **View** **details of** **available** **user** **seats**.
- **Subscription** **expiration** **date** – Select **Same as pooled** **subscription** to keep the same expiration date as the pooled subscription or select **Specify a time** and then click the calendar button to select a subscription expiration date. To make the subscription expire immediately, select **Expire** **now**.
Click Save to save your configurations.
