The partner portal was developed to enable vaibe's partners to create and manage their gamification customers. To gain access to your client’s app, you first need to create a client in the portal.
This article will guide you through the process — it's quick and only takes five steps.
Step 1: You should have received an e-mail with the login credentials for the partner portal. Enter the following url if your company is based in the US: https://admin.prod-us.vaibe.app/ and this one if your company is based in Europe: https://admin.prod-eu.vaibe.app/ . Login with the credentials sent to you. vaibe's partner portal page should appear like in the image below.
Step 2: By default, the section selected is the Clients, were you can see the list of clients that your organization has. Click on the plus button on the top right corner. A new window to add a new client automatically appears. The first step is the set up. All the fields here are mandatory. You need to add the following information:
Name: Enter the company's name of the customer.
Language: Enter the language that should be in the account of the customer (applications). The language can be changed by each user in the app.
Site name: Enter a site name such as London Headquarters.
Site ID: Enter a unique ID for the site (e.g., LHDQ).
Location: This action will stablish a time zone for the site and consequently, a time zone for the users later assigned to this new site.
When you've filled everything click on "Continue".
Step 3: The next step is the monetary conversion. Here you need to select the currency and the exchange rate (both mandatory). This exchange rate is usually put to 100, meaning that 100 coins in the vaibe app equal to 1 GBP (as in the image below). When you are finished click on "Continue".
Step 4: In the third step of the client creation process you can choose which roles and permissions you want to be enabled for the managers. By default there are three manager roles at vaibe (super manager, manager and read only manager). To know more about the permissions of each role level, click on the arrow in front of each role level. If you want to know more about it, check this article. Click on "Continue" if you don't wish to add a custom role.
To add a custom role, that covers your needs click on the "Add custom role" button. A new window shows up where you need to fill out the name of the custom role, you can add a description and select the permissions you want to give to the custom role. To save it, click on "Save role". After, click on "Continue".
Step 5: The last step is the review. Here you can put the name and email of the first manager (these fields are not mandatory). If you wish to review the information you've put in the other steps you can click on "Previous" or check on the right side. To finish creating the customer click on "Finish and create".
You are automatically redirected to the first page. Here you should see the customer you have just created listed in the clients section.
After the creation of the client, all admins created in the partner portal and the first manager (if put) will receive an email with their credentials so that they can log in to the client's manager app and set it up, meaning creating users and metrics.
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