Service agreements enable Distributors to create service contracts and invite commerce partners as Resellers to the CloudBlue Connect platform. Therefore, Distributors can collaborate with their Resellers to enhance and streamline product distribution operations.
Once a service agreement is created and a service contract is successfully activated, Resellers can access their corresponding Connect Portal. The Reseller Portal does not provide full functionality of the Distributor Portal. However, this functionality can be enabled in case Resellers sign their own service agreement with the CloudBlue organization.
The following diagram schematically illustrates service agreement data model on the Connect platform:
Service agreements represent templates for service contracts. Distributor defines service agreements to create a service contract with Reseller. Distributors can also create a generic agreement for several contracts or create an agreement per a service contract if necessary.
Before creating a service contract and inviting your Reseller to the CloudBlue Connect, it is necessary to create a service agreement. Follow the steps below to create a service agreement on the CloudBlue Connect platform.
Click the Create Agreement button to create a new agreement.
Fill out the following agreement form:
Click the Create button to finalize your agreement creation.
Therefore, your generated service agreement will be displayed on the list within the Agreements tab. Note that you can review your created agreement details by clicking on the agreement name.
Distributors can revise their service agreements by creating and activating agreement versions. Thereafter, their Partners can accept a new version and activate updated agreement. Create a new version for your service agreement by following the steps below.
Access the service agreement versions by clicking on your program agreement name from the Agreements tab. Here, you can examine and manage your agreement versions within the History field.
Follow the steps below to create a new version of your program agreement.
Click the Add Version button under History from your program agreement details screen.
Fill out the following agreement version form:
Click the Add button to finalize your version creation.
Therefore, your created version will be displayed within the History field. Note if the Activate version checkbox is checked, your agreement version is activated automatically. In case this checkbox is left unchecked, click the Activate button to manually activate selected version.
By activating a new version, the system notifies your Partners about this new version.
Once an invited Reseller receives a notification about a new service agreement version, this Reseller can associate accepted service contract with new service agreement. Note that invited Distributors can access their service contracts from the Partners details screen. Follow the steps below to successfully sign your updated updated service agreement.
Proceed to the Partners module and click on your partner name from the Directory tab.
Navigate to Contracts tab and click on your contract ID that displays the new version available icon.
Proceed to the Versions tab and click the Sign button next to the new agreement version.
Review the provided document and check the I have read and accepted the agreement checkbox.
Click Sign to sign and activate your updated service agreement.
Therefore, the system will mark your new activated document with the Active tag.