How Does the Reseller Dashboard Work?

The Reseller Dashboard gives you one place to review and manage client companies connected to your reseller account. From this dashboard, you can create new clients, attach existing clients with approval, review client status and seat usage, confirm billing ownership, and access client accounts for support.

Before you start: The Reseller Dashboard is available after your reseller account has been approved and set up. If you do not have reseller access yet, see: How to Become a Hellotracks Reseller.

In this guide:

• Review the Dashboard Summary
• Review Your Client Portfolio
• Create a New Client
• Attach an Existing Client
• Edit a Client
• Open a Client Account for Support

• Review the Dashboard Summary

Step 1: Go to Reseller from the main menu.

Step 2: Review the dashboard summary. This shows:

• Total Clients
• Active Clients
• Trial Clients
• Allocated Seats
• Used Seats

• Review Your Client Portfolio

Step 3: Review your Client Portfolio. Each client row shows:

• Client: The client company name.
• Stage: The client’s current stage. Available options are lead, demo, trial, active, at_risk, and churned.
• Billing: The client’s billing status and assigned commercial plan.
• Seats: The number of used seats compared to allocated seats.
• Support: On means you can open the client account for support. Off means support access is not enabled.

• Create a New Client

Step 4: To add a new client company, click Create Client.

Enter the required client details:

• Company location
• Company name
• Owner name
• Owner email: Enter the email address of the client account owner. The invitation to activate the client’s Hellotracks Business account will be sent to this email.
• Owner phone
• Stage: The client’s current stage. For new clients, choose lead, demo, or trial.
• Commercial plan: Select the client’s assigned Hellotracks plan and billing cycle. Business plans can be Location or Dispatch, with monthly or annual billing. Enterprise is used for custom enterprise setups.
• Allocated seats: Enter the number of seats assigned to the client. This number is compared with the client’s used seats to show seat usage.
• Support access enabled: Turn this on if you need access to open the client account for support.

• Attach an Existing Client

Step 5: To connect an existing Hellotracks client company, click Attach Existing.

Enter the Client company UID, then click Create Approval.

If you do not know the client company UID, contact us at support@hellotracks.com and include the company name and admin email for assistance.

After the approval URL is created, click Copy URL and send the link to the current client admin for approval. The client company will only be connected to your reseller account after the current client admin approves the link.

• Edit a Client

Step 6: To update a client company, click the pencil icon next to the client. You can edit details such as stage, commercial plan, allocated seats, and support access.

• Open a Client Account for Support

Step 7: To access a client account for support, click Open next to the client company.