Managing your referral customers’ setup

Customer Overview

Upon logging into the Partner Interface, you will land on the customer overview page. This page provides a complete list of all your customers who have booked a package with Usercentrics, either through your referral link or via the Partner Portal.

In the overview, you can:

• See all customers linked to you as a referral partner
• Search for specific customers
• Filter for the pricing plan (Trial, Premium, etc.)
• Filter for the access status

Your own Partner CMP access

Additionally, if you have already purchased your own CMP, you can also find it in the customer overview section.

As a Usercentrics partner, you can purchase your own CMP at a 50% discount. This allows you to not only use it for your own business but also to demo the product to your customers, showcasing its features and capabilities firsthand.

How to Purchase and Access Your Partner CMP

1. Register your CMP package through the Partner Portal deal registration.
2. Once the package is set up, access your Partner CMP by clicking on the first tile at the top of your customer overview - this tile will display your own name.

Customer Access Request

Please see here for further insights on how you can access your referral customers' setups.

Customer Access Request

Companies

Company Overview

Once you have access to a customer’s account, click on it to enter the company layer. A company acts as a container for the customer’s individual setups, helping to keep their configurations organized. To access a specific company, simply click on its name.

Company Creation

If your customer's pricing plan allows them to have multiple companies, you can create a new company by clicking Add Company. A pop-up will appear, prompting you to enter the relevant company details.

Configurations

Configuration Overview

When opening a company, you will find all configurations assigned to the specific company. At the configuration level, the following details are available:

• Configuration Name / ID
• Domain / App-ID
• Data Controller
• Legal Framework

To access a specific configuration, click Edit to enter the setup and configure a customized CMP for your customer.

Configuration Creation

If your customer’s pricing plan includes multiple privacy regulations, you will find an option at the company level to create a new configuration.

1. Click Create Configuration to start the process.
2. A pop-up will appear, prompting you to select the legal framework for the new configuration.
   
3. Enter a configuration name, domain, and the data controller.
4. Click the + button to add the domain.
   

Once you created the new configuration, it will appear in the overview.

Access Configurations

To access and set up an individual configuration, simply click on the “Edit” button at the right side of the field.