Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

Sign in
  • Sign in
  • Home
  • Getting Started

Setup Locations

Dominate local search by adding your locations to Birdeye.

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    • Sign In
    • Setup Locations
    • Add New Users
    • Setup User Roles
    • Manage Users
    • Integrate Social Pages
    • Make Business Phone Textable
    • Activate Call Forwarding
    • Birdeye Mobile App
    • Additional Support
  • Products
    • Listings
    • Reviews
    • Referrals
    • Social
    • Social Messaging
    • Website Leads
    • Payments
    • Automations
    • Campaigns
    • Messaging
    • Appointments
    • Surveys
    • Insights
    • Competitors
    • Ticketing
    • Reporting
    • BirdAI
    • Insights AI
    • Competitors AI
  • Video Library
  • Resources
    • Birdeye Webinars
    • Birdeye Guides
    • Birdeye Blogs
    • Customer Videos
    • Birdeye Podcast
    • Birdeye Results
  • Developer Portal

How to enable features for your managed businesses through the reseller dashboard?

If you are a reseller registered with Birdeye, you have the flexibility to enable products/add-ons from the purchased products for managed businesses right from your dashboard. 

CREATING SMB BUSINESS FROM RESELLER DASHBOARD 

Step 1- Login to your Birdeye reseller account and go to the 'Businesses' tab on the left navigation rail. On the 'Businesses' page, click on the 'Add Business' button on the top right.

Step 2- Select ‘Business‘ from the ‘Business type’ menu to add either a single or a multi-location SMB account. Further, fill in the business information (shown below). 

Step 3- Select the products you want to enable for the business. The add-ons list will show only the purchased features. Of all the add-ons, insights & Benchmarking are not SMB compatible (if purchased will be shown disabled for SMB). 

Delete

NOTE:

Reviews are optional for resellers. Partners need to choose at least one of three base products: Reviews, Messaging, and Listings, and as many add-ons.

Delete

NOTE:

On hovering over the question mark next to the disabled products will show the reason for the disabled state.

Step 4- Click on ‘Integrations’ in the ‘Products’ list to select the CRM of your choice. A drop-down will be shown next to CRM integrations. This dropdown will show the list of supported CRMs with the type mentioned next to it. 

If your preferred CRM is not mentioned in the list, click on ‘Others’ and fill in the details to get the CRM enabled for your business. 

Specify the CRM name in the dialog box and click on ‘Add’ to add the integration. Further click on ‘Save’ to save the changes.

Delete

NOTE:

If GSR or CRM integrations are selected then a case will be created for the support team to set up these products.

Step 5- Click the ‘Save’ button on the top right of the screen. Further, Click on ‘Create’ in the confirmation box to create the business. 

CREATING ENTERPRISE BUSINESS FROM RESELLER DASHBOARD

Step 1- Login to your Birdeye reseller account and go to the 'Businesses' tab on the left navigation rail. On the 'Businesses' page, click on the 'Add Business' button on the top right.

Step 2- Select ‘Enterprise‘ from the ‘Business type’ menu. Further, enter the name of the enterprise you want to create.

Step 3- Select whether the enterprise has multiple locations or products from the ‘Enterprise has multiple’ menu. 

Step 4- Select the products you want to enable for the enterprise. All add-ons are supported for enterprise business. When an enterprise is added from the reseller dashboard, all the purchased add-ons will be shown in the products section.

Delete

NOTE:

Reviews are optional for resellers. Partners need to choose at least one of three base products: Reviews, Messaging, and Listings, and as many add-ons. 

Step 5- Click on ‘Integrations’ in the ‘Products’ list to select the CRM of your choice. A drop-down will be shown next to CRM integrations. This dropdown will show the list of supported CRMs with the type mentioned next to it.

If your preferred CRM is not mentioned in the list, click on ‘Others’ and fill in the details to get the CRM enabled for your business.

Specify the CRM name in the dialog box and click on ‘Add’ to add the integration. Further click on ‘Save’ to save the changes.

Delete

NOTE:

If GSR or CRM integrations are selected then a case will be created for the support team to set up these products.

Step 6- Click the ‘Save’ button on the top right of the screen. Further, Click on ‘Create’ in the confirmation box to create the enterprise.

To add a single or multiple SMB, Enterprise/multi-location, and Reseller accounts to your Birdeye account, refer to the help center article: How do I create an SMB, Enterprise, or Reseller account within my Birdeye reseller account?

CREATING SUB-RESELLERS FROM THE RESELLER DASHBOARD

Step 1- Login to your Birdeye reseller account and go to the 'Businesses' tab on the left navigation rail. On the 'Businesses' page, click on the 'Add Business' button on the top right.

Step 2-  Select 'Reseller' from the ‘Business type’ menu. Further, enter the name of the enterprise you want to create.

Step 3- Click the ‘Save’ button on the top right of the screen to create a reseller.

Delete

NOTE:

Sub-resellers will have all the purchased products enabled by default. So, the resellers will not have the flexibility to select products for sub-resellers.

MANAGING ADD-ONS AT THE RESELLER LEVEL

Resellers can track all the add-ons, how many they purchased, how many they have enabled/consumed, which businesses have which add-ons enabled, etc.

Product Usage

Step 1- Go to the 'Settings' tab on the left navigation rail of your Birdeye reseller account. In the 'Account' section, click on the 'Product Usage.'

The ‘Product Usage’ page will show the product purchased vs. consumed quantity and also help the reseller to get the estimated cost for the next billing cycle. 

This report will show the following data points

  • Contracted → Minimum quantity as per the contract 
  • Enabled → No. of active products
  • Charged → Quantity charged in the last invoice
  • Available next month → Quantity to be charged next month
Delete

NOTE:

Hovering over the question mark next to the product usage parameters will show the value of the data points.

Step 2- To view the estimated billing amount for next month, click on ‘Next invoice estimation’ on the top right of the screen. The estimated billing amount is based on the highest quantity amongst the contracted quantity vs consumed quantity per product per unit.

Delete

NOTE:

For sub-resellers, the contracted, charged, and available next month columns and the “Next estimated invoice” button will not be shown.

Manage Products

Step 1- Go to the 'Settings' tab on the left navigation rail of your Birdeye reseller account. In the 'Account' section, click on 'Manage products.'

Step 2- The ‘Manage Products’ page will show the list of all businesses and the purchased products. The locations column will show the top-level direct businesses under that reseller (Sub-resellers or their businesses will not be shown).

Delete

NOTE:

For CRM integrations, the list of enabled CRMs or their current integration status will be shown on hover over the status in that column.

Step 3- Click the ‘Edit’ button to enable/disable any product for that particular row and update the product list. 

When a reseller tries to enable a product, that will get enabled immediately. If the reseller attempts to disable a product, a case will be created for the CSM, and the reseller will be informed that the request to disable the product has been raised.

Step 4- Click the ‘Save’ button to save the changes.

In the case of Bulk Update, 

Step 1- Click on the ‘Bulk import’ button on the right side of the ‘Manage products’ screen to update multiple businesses in one go.

Step 2- On the ‘Bulk import products’ page, click on ‘sample spreadsheet’ to download a sample spreadsheet to start your import quickly. 

The download sheet will have all the fields available in the upload sheet + the business name.

Once you have added information for all the fields, save and upload the Excel sheet by clicking the 'Upload spreadsheet' button on the 'Bulk imports products' page. Further, click on ‘Next’ to complete the import.

VIEW BILLING SCREEN

Step 1- Go to the 'Settings' tab on the left navigation rail of your Birdeye reseller account. In the 'Account' section, click on the 'Billing.'

Step 2- Click on ‘view the estimation of your next invoice’ to view the next estimated invoice. Likewise, click on the ‘View invoice history’ button to view the last month’s invoice.

The ‘view the estimation of your next invoice’ will show the estimations in a drawer. Hovering over the question mark will show you the reason for the additional charge.





enable features integrations add ons reseller dashboard sub resellers create enterprise business crm managing products billing invoice

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • How to communicate with employees via internal team chat?
  • All features under Birdeye 'Account' tab explained
  • Understanding business locations within Birdeye
  • Review management on autopilot

Still can't find what you're looking for?

Create a case
Birdeye for businesses
  • Attract
  • Listings
  • Reviews
  • Referrals
  • Pages
  • Google Seller Ratings
  • Convert
  • Messaging
  • Webchat
  • Social
  • Mass Texting
  • Appointments
  • Payments
  • Delight
  • Surveys
  • Insights
  • Benchmarking
  • Ticketing
  • Objectives
  • Google for local business
  • Review Management
  • Review Generation
  • Online Reputation Management
  • Customer Messaging
  • Referral Marketing
  • Website Chat
  • Google Reviews
  • Google My Business
  • Facebook Reviews
  • Business Listings Management
  • Customer Experience
  • Industries
  • Automotive
  • Dental
  • Financial Services
  • Healthcare
  • Home Services
  • Legal
  • Property Management
  • Public Storage
  • Real Estate
  • Retail
  • Wellness
Learn more
  • Company
  • About Us
  • Leadership Team
  • Watch Demo
  • Book a time
  • Resources
  • Blog
  • Press
  • Product Updates
  • Careers
  • Success Stories
  • Birdeye Reviews
  • Birdeye Results
  • Contact Us
  • Services
  • Managed Services
  • Professional Services
  • Support and Tools
  • Scan Your Business
  • Find a Business
  • For Developers
  • Birdeye Support
  • Refer a Business
Ic App Ios BlackIc App Android Black
CONTACT SUPPORT
  • Terms & Conditions
  • Privacy Policy
  • Security
  • HIPAA
  • CCPA
  • © 2023 Birdeye Inc

Knowledge Base Software powered by Helpjuice

Definition by Author

0
0
Expand