Add your first customer

In this tutorial, you sign in to the Partner Portal for the first time and add your first customer.

Before you start

• Zimple made your Pipedrive company a Partner.
• You installed OneClick in the Pipedrive company of your Partner. See Install OneClick as a user.
• Your customer installed OneClick in its own Pipedrive company. See Install OneClick as a global admin.
• You know the Pipedrive subdomain of your customer. The subdomain is the part before .pipedrive.com, for example acme in acme.pipedrive.com.

Get portal access

Zimple gives portal access to the first user of a Partner.

1. Send an email to Zimple support at support@theoneclick.io. Ask for portal access to the Partner Portal. Give the name of your Partner and your Pipedrive email.
2. Wait until Zimple support tells you that you have portal access.

After you have portal access, you give portal access to the other team members on the Users page. See Give a team member portal access.

Sign in

1. Open partners.theoneclick.io. The page Sign in opens.
2. Click Continue with Pipedrive. Pipedrive opens.
3. If Pipedrive asks you to sign in, sign in with your Pipedrive account.
4. If your Pipedrive user has access to more than one company, select the Pipedrive company of your Partner.
5. Allow the Partner Portal to use your Pipedrive account. The Dashboard of the Partner Portal opens.

If the Partner Portal shows You don’t have portal access., see You don’t have portal access.

Add the customer

1. In the sidebar, click Customers. The Customers page opens.
2. Click Add new. The window Add new customer opens.
3. In Tenant subdomain, type the Pipedrive subdomain of your customer. If you paste a full Pipedrive URL, the field keeps only the subdomain.
4. Click Next. The window shows the name and the subdomain of the company under Organization.
5. Make sure that the company is your customer. If it is not, click Back and type the subdomain again.
6. In Seat limit (0 = unlimited), type the maximum number of customer users. Type 0 for no limit.
7. Click Add customer. The Partner Portal shows Customer added.

The customer is now a row on the Customers page. Used shows the seats that the customer uses. Limit shows the seat limit. ∞ means no limit.

If the customer does not add

The window Add new customer shows the error under the field. For each message and its fix, see If the customer does not add.

Next steps

• Change the seat limit of the customer.
• Allow or block a customer user.
• Copy a Button to a customer.