Technical Note: 20090113001

Distributors Web Site Section

Home > Distributors

The Distributors section contains the following subsections:

• Orders and Licensing

• Sales and Marketing

• Training and Event

• Support

• Announcements

Let's first look at the Orders and Licensing section.

Home > Distributors > Orders and Licensing

This subsection is divided into two features:

• License Activation: This tool allows activating Key Code of previously ordered Licenses, and is explained in depth in the Web Key Code Activation technical note of our knowledge base.

• Order Online: This tool allows Purchase Managers to enter Purchase Orders for Licenses and marketing material, and to request additions on existing licenses, in easy to follow steps.

Note: You can only access these two features if your manager has enabled these for your profile.

Home > Distributors > Sales and Marketing

This subsection is divided into three features:

• Booth Loan: Fill in this form to inquire about the possibility of loaning an available Maitre'D booth for an upcoming trade show, at your expense for shipping it to you and back.

• Marketing Collateral: Resources that you can download to support your marketing efforts.

• Conference Documentation: Documentation presented at our annual conference.

Home > Distributors > Training and Events

This subsection is divided into two features:

• Download Training Files: Basic and advanced documentation to train your employees and customers.

• Schedule of Training Courses and Events: List of all upcoming training classes and events with dates, summary of content and registration instructions.

Home > Distributors > Support

This subsection is divided into six features:

• Support Cases: This communication tool allows logging a case with Posera's support team straight into our CRM from the internet instead of phoning it in. The author of a given case and all employees of the same distributor can then follow its progress and append additional information.

Note: You can only access this feature if your manager has enabled it for your profile.

Note: Support cases submitted over the phone to one of our support agent will not appear online.

To enter a new issue, click on Create A New Case.

After creating a case, an email containing its Reference ID and a direct link to the update page is sent to the creator.

To provide additional information garnered after the initial case entry, click on Update Case.

After the case is assigned to a Posera support technician, an email is sent to that tech whenever the distributor updates the case.

Home > Distributors > Support

The other five features of the Support subsection are:

• F8 Password: This tool allows accessing a Back-Office for which you have forgotten the distributor password. On the Back-Office login screen, click within the password field, and hit the F8 key. Enter the License in the Serial Number field and the resulting hexadecimal number in the Code field on this page of the web site, which will generate another hexadecimal password to access the Maitre’D Back-Office.

Note: You can only access this feature if your manager has enabled it for your profile.

• Software and Documentation: Downloads of Maitre'D and CVM software and documentation.

• License Activation: This is a shortcut to the same tool available in the Orders and Licensing subsection, and is explained in depth in the Web Key Code Activation technical note of our knowledge base.

Note: You can only access this feature if your manager has enabled it for your profile.

• Forums: The Maitre'D forums are made for (and fed only by) our experienced distributors to work together and share a wealth of very informative knowledge, thus improving their service and support through these valuable contributions. If you are looking for information on the competition, a demo database, references, or technical information, this is a great place to ask others who have faced the same challenges.

Note: Since a separate login is required to access the forums on our legacy platform, to avoid always having to login to these forums, you can save your forum login information within your profile, as described later in the Profile's Forum Credentials.

• Knowledge Base: The Knowledge Base includes Technical Notes on software improvements since Maitre'D 2000. It does not include basic features dating back from Maitre'D 1999. Refer to the Basic Training and to the Contextual Help for information on these basic options.

Home > Distributors > Announcements

This subsection displays News and Events not broadcast to the general public, but only to distributors.

Home > Profile

This configuration tool allows modifying your own account.
This information is divided into two tables:

• Personal Information: Names, salutation and gender.

• Contact Information: Phone and fax numbers, and email address used as user name for Login.

Note: Both Information areas have their own Submit button because they are saved in separate tables in the database. When making changes to one area, click on its Submit button before making changes in the other area and pressing the other Submit button.

Home > Profile > Change Password

This page allows you to change your password to a new one containing at least 5 characters

Home > Profile > Forum Credentials

Since a separate login is required to access the forums on our legacy platform, to avoid always having to login to these forums, you can save your forum user name and password within your profile.

Home > Company

This configuration tool allows on Manager per Company to modify information about the Distributor.
This information is divided into two tables:

• Company Information: Company name and URL.

• Primary Address: Address, Country, City and Zip Code.

Note: Both Information tables have their own Submit button. When making changes to one table, click on its Submit button before making changes in the other table.

Home > Company > Employees

This page displays the Profiles and Distributor's section accesses of all your employees listed in Posera's CRM.

Note: To Add en Employee, contact Posera as described in the introduction.
Former Employees cannot be Removed, but made Inactive, as described next.

A drop-down list allows filtering the employees by Active or Inactive Status.
Click on employees' names to access and modify their profiles.

Note: The Company Manager always has all accesses enabled. If a Distributor changes Manager, the Owner has to contact the Regional Sales Manager so that Posera can give management privileges to another employee in our CRM.

Home > Company > Employees > Profile

This information is divided into two tables:

• Personal Information: Names, salutation and gender.

• Site Access: Disable the Activate option to block the Distributor section for former employees.
  You can modify the email address and password used for Login by an active employee.
  Each employee can have different Distributor's section secured accesses for Key Code Activation, Purchases, entering Cases in Posera's CRM, and Back-Office Login for forgotten user name and password.

Note: Both Information tables have their own Submit button. When making changes to one table, click on its Submit button before making changes in the other table.