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Reseller Admin Guide



Overview

  • At a Reseller Level you can do the actual setup of CDM data such as Locations, Templates for configuring phones for any of your Tenant Accounts below you. 
  • Review the Documentation on Tenant Admin Guide here on how to setup CDM data.  
  • This Guide is to outline what rights as a Reseller Account you have that are not part of the Tenant User guides.

Logging In

  • Open a web browser to https://devices.clearlyip.com
  • Login with your Clearly IP Single Sign On (SSO) Username and Password. This is the same username and password used to login to Clearly IP Support Site and different Portals.
  • Click on the CDM Tab at the top.  If you do not have a CDM tab that means your account is not setup with CDM access.  At this time CDM is not sold or offered as a stand alone product and is bundled with the Clearly Cloud offering only.


  • If you do not see Reseller level menu options under CDM that means you are setup as just a Tenant.  Reseller level is only offered to Partners who resell our service to clients (Tenants)

Creating Reseller Login Users

  • Since a Reseller Account is the Mid Level you create Contacts for CDM from the normal Account Management section of CDM.  
  • Once a Contact is added to Account Level organization we can enable that Contact to have login rights to your CDM Reseller layer.
  • Once Logged into CDM from the Menu bar click on Account > Contacts


  • If the Contact exist here already than you can skip down below otherwise press the Add A New Contact button


  • Once the contact has been created you can now Link the Contact with your CDM OEM account to let them login to the CDM Portal.  From the Menu bar click on CDM > CDM Users


  • From here click on the Add a New CDM User button


  • Since we are trying to add a OEM Level user in the Drop Down of Type pick OEM

  • You will now get a Contact drop down of all the Contacts that belong to your account to pick which Contact you want to create this users for and optionally you have have it send them a welcome email that will let them set a password if they do not have a Login already for any of the Clearly IP Portals or if they have a Login already it will just inform them they have been joined to this new Reseller Account for CDM and press the Save Button.

Creating Tenant Accounts

  • Once Logged into CDM from the Menu bar click on CDM > Tenants


  • Click on the Add A New Reseller Account button


  • Pick what Reseller this Tenant will be under and fill in the Name of the Tenant and a optional Description and press the Save button

  • Once we have a Tenant Account created we can go add Tenant Login Users to that account as outlined below.

Managing Existing Tenant Accounts

  • Once Logged into CDM from the Menu bar click on CDM > Tenants
  • From here you can see a list of all Tenants that are under your Reseller Account

  • Click on the Trash Can icon   under the Action column to delete the Tenant record
  • Click on the Binocular icon.  under the Action column to view and edit the details of the Tenant


  • Click on the Orange Pencil Icon  to edit the Tenant Name or Description

Creating Tenant Login Users

  • Once Logged into CDM from the Menu bar click on CDM > CDM Users


  • From here click on the Add a New CDM User button


  • Under the Type pick Tenant since we want to create a Tenant User and under Tenant Account pick which Tenant Account this User is for.


  • Provide the Details on this User. The required fields are First and Last Name and Email and press Save when done.

  • If the Email Address provided already has a Login to any of the Clearly IP portal such as CDM under a different OEM, Reseller or Tenant, our Support Site or any other portal it will send them a Email notification letting them know they have been granted permission to this Tenant Account and when they login to CDM they will now be able to see everything related to this Tenant Account.

  • If the Email Address provided does not have a Login to our system yet they will get a Email welcoming them to CDM and a link to go set a password and can now login.

Managing Existing Tenant Login Users

  • Once Logged into CDM from the Menu bar click on CDM > CDM Users


  • From here you will see a list of all CDM users that are linked to your Reseller account or any Tenants below you.

  • You will notice a single Email can be associated with more than 1 type of User Type.  For example above we show Andres with the same Email has 2 entries. One as a OEM User Type and 1 as a Reseller Type.  When Andres logs in he can pick from the 2 profiles on what he wants to see. He will be able to pick from the OEM or the Reseller Profile and will see everything related to that User Type once he picks that option on login.

  • Click on the Binocular icon.  under the Action column to view and edit the details of the User

  • Click on the Trash Can icon   under the Action column to delete the User.  This will not delete the user from our system it will just delete the user from being associated with the CDM User Type account.




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