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
- Register your CMP package through the Partner Portal deal registration.
- 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.
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.
Please note
The billing account owner (email address) of your customer will be automatically assigned as the admin of the new company.
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.
- Click Create Configuration to start the process.
- A pop-up will appear, prompting you to select the legal framework for the new configuration.
- Enter a configuration name, domain, and the data controller.
- 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.