As a distributor, you're juggling a lot of variables when working your vast network of resellers. We want to make reporting the easiest part of the journey for you!
Corti Console Project Organization
When working with the Corti Console, every Reseller that a Distributor works with will have a corresponding project. For Resellers, that means that you only see the information you need to, but have full access to invite users to Corti Assistant. For Distributors, that means you have visibility across your Reseller network while ensuring they still have the freedom to manage their day to day.
Access to Customers Dashboard will be granted within 24 hours of Project creation
Console Naming Conventions
To make reporting easier for you, we recommend the following naming conventions:
Projects
When entering the Project Name, utilize the following naming convention; {distributor name}_{reseller name}
Ex: Distributor Inc_Reseller LLC
Customer Names
When determining the Display Name, enter a name for each customer that works best for your business operations. Customers will not see this name within the Corti application.
Reseller Demo Licenses
Within each Reseller Project, set the name of the first Customer as 'NFR' to maintain your demo licenses.
Utilization Reports
With the above naming conventions, the reporting for distributors and resellers would look like the following:
Have a question for our team?
Click Support in the bottom-left corner of the console to submit a ticket or reach out via email at [email protected] and we'll be happy to assist you.