The reseller portal

For partners who sell CADCoPilot to their own customers: see your companies, raise licence orders, add users, and run the support desk for basic-licence customers.

Who this is for and how to get in

Reseller admin Sign in at /reseller/login. A reseller account is created by the platform operator, who links it to your partner record; from then on every page in this portal is filtered to your customers only. You cannot see other partners' companies, and you have no access to the website admin portal.

Three pages, all in the sidebar: My Tenants, Requests and Support.

My Tenants

Every customer company you own, with its plan, subscription status and seat count.

Reseller dashboard listing customer companies with plan, status, seats and the licence mode toggle — Reseller portal → My Tenants. Two summary cards, then one row per customer.

The two cards at the top count your companies and add up their seats. A company with an unlimited seat pool shows an infinity symbol in its row.
A company with no subscription yet shows dashes — raise a licence order for it on Requests.

Licence mode: Full or Basic

The last column carries the one setting you can change yourself, and it takes effect immediately for that customer's next chat turn:

Full — the plan's normal entitlements: the complete CAD tool surface, connections to external systems and messaging channels.
Basic (support) — a support-only licence. The assistant's tools are cut back to the support surface, connections and messaging channels are switched off, and chat answers using the standard information text you set on the Support page. This is the mode to sell to customers who bought your product, not CAD automation.

Make Basic and Make Full flip between the two. Making a company Full again restores the default entitlements for its plan — it does not restore a hand-tuned set of flags, so tell the platform operator if a customer had a custom arrangement.

Changing licence mode is not a licence order and needs nobody's approval. Seat counts and new companies do — those go through Requests.

Requests

Two request forms and their history. Everything you submit here is reviewed by a platform admin; approving is what actually applies the change.

Licence order

Pick a Kind: New company, Increase seats or Decrease seats.
For a new company, type the company name; for a seat change, pick an existing company from your list. Submitting without either is refused.
Enter the number of seats and press Submit.
The order appears in the table below as New. When a platform admin approves it, the seat count is applied to the subscription and the badge turns green; a rejection turns it red.

Add user to a tenant

Pick the company, enter the user's email address and choose a role — Member or Org Admin.
Press Request. On approval the person is given a membership of that company with the role you asked for.
The address must belong to a registered CADCoPilot account. Ask the customer to sign up first; a request for an unknown address cannot be approved.

Make at least one person in each new company an Org Admin. That is what unlocks their own Messaging Channels, Connections and RAG Provider pages, so they can configure their company without going through you.

Support — the basic-licence desk

Where you configure what happens when a basic-licence customer asks their assistant for help, and where the resulting tickets land.

Provider

Log only — tickets are recorded inside CADCoPilot and nothing leaves the platform. A good starting point.
Zendesk — enter your Zendesk subdomain, the email address of the agent who owns the API token, and the API token. Tickets are created with your customer as the requester.
HubSpot — enter the base URL (the default is fine for most accounts) and a private-app token.

The credential is encrypted at rest and used only on the server. On a configuration that already has one, leaving the token box blank keeps the stored value — that is how you change the standard text without re-pasting the token. Your customers never see and never need this credential: their add-in raises the ticket through our server, which attaches it.

Standard information

A block of fixed text shown to basic-licence customers. Their assistant is allowed to repeat this and little else, so put the things you are happy to say to everyone in it: support hours, the email address or phone number to use, escalation rules, links to your own documentation. Keep it current — it is the entire self-service answer for those customers.

Recent tickets

The 50 most recent tickets raised by your customers, with the company, the requester's name and email, the subject and the reference returned by your provider. If a ticket shows only the provider name and no reference, the external call did not complete — check the credential and the subdomain, then have the customer try again. The ticket is still recorded locally, so nothing is lost.

Common mistakes

Waiting for a seat change that was never approved. Orders sit as New until a platform admin acts. Check the badge before telling the customer.
Requesting a user who has not signed up. The add-user request needs an existing account.
Leaving a support customer on Full. A basic-licence customer on Full mode gets the whole CAD tool surface. Flip the toggle on My Tenants.
Empty standard information. With nothing in that box, a basic-licence customer's assistant has nothing useful to tell them.