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Objective
Make the platform yours. The white-label model and how the two workspaces connect, a guided walkthrough of Partner Center, your branding and domain, the accounts and users you serve, your team's roles, and everything that has to be true before you can take money.
Outcomes
✓You can explain what happens in Partner Center and what happens in Business App
✓Your platform carries your brand, your domain, and your team's roles
✓You can add a client account, invite its users, and bill for what they buy
This path covers
Six steps, each handing off to the next. Start here if the platform is new to you.
The Vendasta Platform
The white-label model, who works where, and how the two workspaces connect.
Key topics:
- Your mental model for the platform
- Partner Center versus Business App
- Where AI Employees live
Partner Center walkthrough
A guided tour of your workspace, top to bottom.
Key topics:
- Setting up and configuring the platform
- Roles and permissions
- Commerce and payment settings
Customize and brand
Your logo, your colors, your platform's look and feel.
Key topics:
- What white-labeling actually covers
- Setting up a custom domain
- Customizing Business App and your email settings
Accounts and users
Add customer accounts and invite the people who use them.
Key topics:
- The two records, and why the difference matters
- Adding an account to Partner Center
- Adding users and controlling permissions
Organize your team
Teams, roles, and permissions in Partner Center.
Key topics:
- The two team roles
- What Partner Center Admins can do
- What CRM users can do
Get set up to get paid
Connect payments, set your retail prices, and know what you owe.
Key topics:
- The two prices on every product
- Connecting a way to get paid
- Checking what you owe each month