Dealer role
A dealer is a partner account that signs on customer organizations without full platform admin rights.
Give someone the dealer role
- Admin sidebar → User → User → New User (or change the role of an existing user from the row menu).
- Set Role to Dealer (Create a user).
What a dealer sees
The dealer sidebar has two entries:
- Dashboard (
/dealer): the Dealer Dashboard with a Managed Organizations count, the number of organizations the dealer created. - Organizations (
/dealer/organizations): page Managed Organizations, listing only the organizations this dealer created, with their Assigned Groups (these are plans).
Click an organization to see its details and members, and to add or remove members.
Sign on an organization
- Open Organizations and click Sign On Organization. The dialog New Organization opens.
- Enter Name and Slug (URL).
- Optionally, under Invite Team (Optional), click Add User and enter name, email and role for each person.
- Click Create Organization & Invite Users. A message confirms Organization created and invitations sent!
The dealer is added to the new organization as a regular member, not as owner, so invite the customer's owner in step 3.
Assign a plan
On the organization's row click Assign Group, pick a plan from the list (all plans are offered) and click Assign.
Tips
- Super admins can still change the organization's plan, seats and modules afterwards.
- The dealer menu does not show seat limits or SMTP. Those stay with super admins.