How do I create an SMB, Enterprise or Reseller account within my Birdeye reseller account?
If you're a Birdeye reseller, you can add single or multiple SMB, Enterprise/multi-location, or reseller accounts to your Birdeye dashboard.
Adding Single Business
Log in to your Birdeye reseller account and go to the 'Businesses' tab on the left navigation rail. On the 'Businesses' page, click the 'Add business' button.
You can add either a single location or 'SMB account', a multi-location or 'Enterprise' account under the 'Business type' section. To add a single location SMB account, select 'Business' as the ‘Business type,’ enter the required information in different fields, and click ‘Save.’
To add a multi-location or 'Enterprise' account, select 'Enterprise' as the ‘Business type’ and enter information in the field marked as 'Enterprise Name.' Select either 'Locations' or 'Products' for the enterprise, depending on whether the account you are setting up will have multiple locations or products, and click ‘Save.’
Adding Multiple Businesses
Add multiple SMB accounts by clicking the 'Add them here' button, as displayed in the image below.
You will be redirected to the ‘Import businesses’ page. Click the 'Download template' button to download an Excel file to enter business information.
The downloaded Excel sheet has three tabs: ‘Instructions’, ‘Specifications’, and ‘Setup Business.’ The 'Instructions' tab contains the necessary steps to fill in the business information in the Excel file.
The 'Specifications' tab has multiple fields, of which the name, zip code, and phone are required fields. As a guide, each field has the 'Description' and 'Comments' sections next to it. If you want to include any field to input data for direct upload into the accounts, enter 'Y' in the 'Include this' section.
Scroll down to the 'Review monitoring sites' section. Facebook and Google have been added by default, but you can add multiple review monitoring sites. To add a new site to monitoring, enter additional rows and add the name of the review site you want to add to monitoring. Mark it 'Y' in the 'Include this' section.
Click on the 'Setup Business' button at the top of the 'Specifications' page. If you want to refresh the Excel sheet to the default view, click on the 'Reset selection' button.
NOTE:
Try to include maximum fields to ensure a better setup for the new business.
Once you click on the 'Setup Business' button, all the included fields will be populated for you to add business information. Enter relevant business information for all the SMBs you want to add.
Once you have added information for all the fields, save and upload the Excel sheet by clicking the 'Upload file' button on the 'Import businesses' page.
Adding Reseller Account
To add a 'reseller' account, select 'Resellers' on the left navigation rail and click ‘Add reseller.’
Enter the reseller name (mandatory). Providing a ‘Business Alias’ is optional. Click ‘Save’ to add the reseller.
