USR Partner Portal help

See the screens

Sample company data. Screens can change as the app improves; the steps stay the same.

Key ideas in simple words

CONCEPT: Partner. A company that sells or supports USR Apps for you, such as a CA firm or reseller.

CONCEPT: Deal registration. A partner tells you about a customer they are working on.

CONCEPT: Deal protection. An approved deal is protected for 90 days so two partners never chase the same customer.

CONCEPT: Tier. Registered, Silver or Gold. A higher tier earns more commission.

CONCEPT: Commission. A share of the first-year value of a won deal, at the partner's tier.

CONCEPT: White-label. A customer sees the partner's own brand, not USR.

CONCEPT: First-line support. The partner answers the customer first. USR is the second line.

CONCEPT: Certified person. A partner's employee who passed all four training courses.

Protect the deal, protect the partner

Partners work harder when they know the customer is theirs. An approved registration protects the deal for 90 days. Existing customers cannot be registered, and the portal warns you when a registered name is already your customer.

Tiers reward results

Registered partners earn 10% of the first-year value. Silver earns 15%, from 5 lakh rupees a year won and 1 certified person. Gold earns 20%, from 15 lakh rupees a year won and 2 certified people.

The portal never moves money

The partner sends an invoice, and finance pays it through USR Books. This keeps payments in one place with the usual approvals.

What each role sees

HR and admin guide: features step by step

5.1 Overview

What it is: Overview shows how the partner programme is doing and what needs you today.

#### How to do it

1. Open Overview.
2. Click Open next to an item under Needs you.

#### Fields and buttons

TIP: Check Needs you every morning.

5.2 Partners

What it is: Partners lists every partner with their type, tier and results.

#### How to do it

1. Open Partners.
2. Click + Partner.
3. Fill in the company, contact and type, and save.

#### Fields and buttons

TIP: Look at the line that says how much more a partner needs for the next tier. Tell them.

5.3 Deal registrations

What it is: Deal registrations lists the customers partners are working on, with protection and value.

#### How to do it

1. Open Deal registrations.
2. Read the warning, if any.
3. Click Approve or Reject.
4. Move the deal to Demo done and then Won or Lost.

#### Fields and buttons

WATCH OUT: An existing customer cannot be registered. Reject the deal and tell the partner why.

5.4 Commissions

What it is: Commissions lists the statement for each won deal and whether it is paid.

#### How to do it

1. Open Commissions.
2. Click Send statement for an accrued commission.
3. When the partner's invoice arrives, click Send to Books.

#### Fields and buttons

WATCH OUT: This portal never moves money. Finance pays through USR Books.

5.5 Partner customers

What it is: Partner customers lists customers who came through partners and the brand they see.

#### How to do it

1. Open Partner customers.
2. Check the support line for each customer.

#### Fields and buttons

TIP: Partners manage their customers' users, branding and first-line support from their own login. USR handles billing.

5.6 Training and kit

What it is: Training and kit gives partners courses to learn and material to sell with.

#### How to do it

1. Open Training and kit.
2. Click Assign next to a course.
3. Click Share next to a kit item.

#### Fields and buttons

TIP: Passing all four courses makes a person certified, which counts towards Silver and Gold.

5.7 Partner view

What it is: Partner view shows what a partner sees when they sign in at partners.usrinfo.tech.

#### How to do it

1. Open Partner view.
2. Read it as the partner sees it.

#### Fields and buttons

WATCH OUT: A partner never sees other partners' deals.

5.8 Approvals

What it is: Approvals shows requests that wait for a decision, such as a big deal registration.

#### How to do it

1. Open Approvals.
2. Click Approve, Send back or Reject.

#### Fields and buttons

TIP: Approvers can also decide from the email or WhatsApp message.

5.9 Programme rules

What it is: Programme rules sets how long a deal is protected and when a big deal needs approval.

#### How to do it

1. Open Programme rules.
2. Change a value and save.

#### Fields and buttons

WATCH OUT: A change applies to new deals. Approved deals keep their protection.

5.10 Plan & billing

What it is: Plan & billing shows your plan, invoices and the plans you can choose. One bill covers every USR app through USR Billing.

#### How to do it

1. Open Plan & billing.
2. Choose a plan.

#### Fields and buttons

WATCH OUT: If a payment fails, you get a reminder on the due date and 3 and 7 days later. After 21 days the account becomes read-only, never deleted, until it is paid.

If something is not working

Questions people ask

#### Partners

How long is a deal protected?

90 days from approval, or the days you set in Programme rules.

Can a partner see other partners' deals?

No.

#### Using the app

Is there a free plan?

Yes. Free allows up to 3 partners.

Who pays the commission?

Finance, through USR Books. The portal never moves money.

Glossary: words you will see