Operator Connect for Partners
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      Operator Connect for Partners Onboarding Process

      Onboarding process to get you selling fast

      Partner Onboarding Process 

      1. Agreement Submission and Processing
        The onboarding process begins with the submission and processing of the signed partner agreement. This step confirms the partnership and initiates the subsequent onboarding activities. 
      2. Partner Introduction by Customer Success Manager
        Once the agreement is processed, a dedicated Customer Success Manager (CSM) will contact the partner to introduce themselves and serve as the primary point of contact throughout the onboarding journey. 
      3. Setting up the Partner in Atlas
        The support team creates the partner container (in Atlas platform), a dedicated environment designed to house the partner's operations and customer management tools. 
      4. Partner Configuration and Customization
        The Customer Success Manager collaborates with the partner to finalize the container setup. This includes configuring key elements such as: 
        • Branding (logos, colors, etc.) 
        • Email settings and configuring templates 
        • Workflow setup and configuration 
        • Billing information and related preferences 
        The goal is to ensure the container is fully operational and tailored to the partner's needs.

      5. Partner Training 

        After the container setup is complete, the CSM schedules formal training sessions. These sessions cover: 

        • Atlas Partner Portal Overview: Features, functionality, and management tools. 
        • Customer Access Portal (CAP –End Customer Portal) Overview: Usage and navigation to ensure the partner can effectively support their customers. 

        During training, partners also receive access to comprehensive documentation, support procedures, and self-service resources to facilitate ongoing operations. 

      6. First Customer Onboarding Assistance
        To reinforce training and ensure the partner is set up for success, the CSM assists with the onboarding of the partner’s first customer. This hands-on experience reinforces setup procedures and builds confidence in deploying the solution independently. 
      7. Transition to Ongoing Support
        With the initial customer deployment complete, the partner transitions to regular operations, with continued access to support and resources for sustained success. 

      This structured approach ensures a streamlined onboarding experience, equipping partners with the tools, knowledge, and confidence to excel in their role.