Distributor Creation

Table of Contents

Creating a Distributor

Account Creation

Resetting Password

Creating a Distributor

1. Navigate to Distributors

2. Add a new Distributor

3. Complete name of the Distributor

4. Distributor location: country, area, address, city, zip code (if applicable)

5. Distributor contact info: name, email address, phone number – make sure to select the appropriate country code

6. Upload the Memorandum of Understandin) and any other document – if an MOU is not needed for your Program, you may upload this PDF

7. Check for Duplicates and Save if there are no exact matches

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Setting up access for your Distributor

1. Navigate to Distributors > Account

2. Enter the Distributor contact's first name, last name, and email

3. Make sure the checkbox “Account enabled”

   1. If the red disclaimer “This user does not have…” displays, then the Distributor’s account is not enabled, and no email will be sent to set their password.

      
      

4. Save

Once the Distributor’s account is enabled, the PMS will automatically send an email to them for them to set their own password. Once Distributors have set their own password, they can log into the Platform. Their username will be their email address, and their password the one they have just set.

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Reset the Distributor’s password

If a Distributor ever forgets their password, they can avail of the “Forget Password” button on the landing screen of the Platform. This will trigger an automatic email to reset the password.

Alternatively, Axios can trigger an automatic email from the Distributor’s Account tab in the PMS, or generate a password reset link to be shared with distributor.

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