How to configure new White Label Dealer
Posted by Yousef Ibrahim, Last modified by Diana Alkouni on 14 September 2020 02:51 PM
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White Label is a Subsystem that runs as a part of your tree where you can manage all its dealers and so their corresponding privileges and all about their security settings. Follow the coming instructions for the white label settings: Creating a dealer for the White label After you get the white label sub-system for sure before delivering it to your white label office, you will need to create for them a dealer so they can login to the white label Backoffice. Follow up the next steps to create a new dealer for your new white label:
White Label Quotes Bear in mind that ADMIN Dealer for Managing your Clients Quotes has full privilege to see the whole tree including White Label offices, so it will CATCH-ALL incoming orders even from those White Labels, so close CHATTING Screen to avoid that or you can create a new dealer with only privilege on your real tree without White Label offices to manage the client's quotes. So none of the White Label quotes will go to your Backoffice. And if you are logged in with the Admin Dealer close the Chatting screen to avoid receiving white label quotes. Floating & Settled Status Now for the floating and steeled status managing it can be easily done from your tree just right click on the node you want to see its Status whether its Floating or Settled. You can get your tree status by right click on the real office with out taking the White Label office status in consideration. See Also | |
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