Step 1 – Complete your company details |
On your first Sign In, you will be brought to a page to complete your company details.
While you can skip this section for now, it is recommended that you complete your company details now.
Note: this section is viewable only by Company Administrators. If you are not a Company Administrator, skip straight to Step 3.
Step 2 – Company Settings |
Click on your name in the top right-hand corner to open the dropdown menu and select Company Settings.
Note: this section is viewable only by Company Administrators. If you are not a Company Administrator, skip this step.
My Company Settings Page
Use this page to update your company’s default settings for:
- The first month of your company’s current business quarter
- Your Currency
- Your Timezone
Step 2 – Set up your team User Accounts |
If you wish to add any of your colleagues at this point, select Company Users in the right-side dropdown under your profile icon, then select Add User.
Note: We recommend having at least two administrators, incase one administrator changes role or leaves your organisation. This helps avoid future problems with not having access to your account.
On the Add User form, the fields to complete are:
- Email Address - Enter the email address for this user/mailbox.
- Full Name - Enter the name of the person or email mailbox.
- Profile Photo - Add a picture (optional).
- Contact Phone Number - Enter a phone number for this User (optional).
- Status - Select status of this User.
- Roles - Select if this user should be just a User or if they should have Administrator rights (same as you).
After you have added each new User, don't forget to set them up with a password so they can Sign In. If you view the user, you will see a button to 'Reset password'.
To view the user, go to your My Company page and view the table of users. Then select the Actions button to the right of the user you wish to update and then select View from the dropdown menu.
Step 3 – Set up your Renewal Mailboxes |
You should now add your Renewal Mailboxes so you receive renewal quote requests to the correct mailboxes for the different vendors on your distribution line card.
To set up your renewal mailboxes, select Renewal Mailboxes in the right-side dropdown under your profile icon, then select Add Mailbox.
Best Practice Tip for Suppliers / Distributors!
We recommend using generic or shared email address mailboxes rather than individual employee email addresses.
On the Renewal Mailbox form, the fields to complete are:
- Email Address - Enter the email address for this mailbox.
- Full Name - Enter the name of the mailbox.
- Status - Select status of this Mailbox
- Used For - What is this mailbox used for? If it is used to receive quotes from resellers, enter the vendors that can be quoted from this mailbox.
Don't forget to review your mailboxes regularly to ensure you add any new vendors you onboard or remove vendors that you no longer distribute.
Step 4 – My Settings |
On the My Settings page, you can choose to update the following settings:
- Turn on Two-Step Authentication (recommended)
- Turn on Email Reports in your Email Settings
Congratulations, you should now be ready to go! As a distributor, your details should now appear to IT Reseller accounts as an option to request renewal quotes from.
Questions?
Raise a support ticket through the portal or simply email support@letsrenew.com
All the best and Happy Renewing!
The Let’s Renew Team
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