Partner Management Portal

Partner Area

Exclusive portal for OLL partners to manage clients, pricing, team access, and financial operations. A complete business management solution with role-based access, credit management, quotation generation, and comprehensive client oversight.

Client organization management
Custom pricing & quotations
Credit & license tracking
Role-based team access

Comprehensive Partner Management

Streamline Your Operations, Maximize Your Reach, and Drive Growth with Our Integrated Partner Platform.

Partner Onboarding

Seamless onboarding process to get you started quickly with comprehensive training and support.

Organization Management

Manage multiple client organizations from a centralized dashboard with ease and efficiency.

Content Distribution

Distribute learning content to your client organizations efficiently and track usage in real-time.

Core Partner Features

A Suite of Integrated Tools Designed to Empower Your Partnership and Drive Efficiency in Your Operations.

Client Organization Management

Maintain a comprehensive database of your client organizations with complete details including logos, contact information, addresses, and status tracking. Manage all client relationships from one centralized dashboard.

Complete client database with organization logos
Registered address and contact number tracking
Contact email management
Active/Inactive status indicators
Quick edit and delete actions
Add new client organizations instantly
Advanced search and filter capabilities
Client Organization Management

Company Profile Management

Maintain comprehensive company details including registration information, tax IDs, banking details, terms & conditions, and custom branding with logo uploads for professional invoicing and quotations.

Registered company name and address
GSTIN ID and PAN/TAN management
Complete bank account details with IFSC/Swift codes
Account name and number with confirmation
Terms & conditions documentation
Company logo upload with guidelines (PNG, JPG, SVG up to 2MB)
Drag & drop logo functionality
Company Profile Management

Custom Price List Management

Create and manage organization-specific pricing for different clients. Set category-based prices, track content IDs, and maintain complete control over your pricing strategy with quick edit capabilities.

Category-based pricing (Design, Development, Marketing)
Content ID and name tracking
Organization-specific custom pricing
List price display in local currency (₹)
Quick edit and delete actions
Search and filter capabilities
Add new price list entries with description support
Custom Price List Management

Team Member & Access Control

Manage your partner team with comprehensive role-based access control. Add team members, assign granular permissions, and control who can access different areas of the partner portal.

Add and manage unlimited team members
Email-based user identification and management
Role-based access control (RBAC) with custom permissions
Edit member details and access levels
Remove team member access instantly
Searchable and filterable team member list
Bulk team management operations
Team Management & Access Control

Credit & License Dashboard

Unified dashboard to manage both credits and licenses with comprehensive tracking, analytics, and time-based filtering. Monitor credit balance, purchases, spending, assignments, and complementary credits with detailed transaction history.

Real-time credit balance display with current available credits
Buy credits button for quick credit purchases
View all transactions with download functionality
Tab switching between Credit and List of licences
Time-based filters (Today, This Week, This Month, This Quarter, This Year)
Credit metrics: Credit Added, Credit Spent, Credit Assigned, Complementary Credit
Detailed tracking: Credit Purchased and Extra Credit separately
Transaction history table with Date, Amount Paid, GST Paid, Type of Top-up
Credit Accrued, Extra Credit, and Total Credit columns
Download option for each transaction with PDF/Excel export
Credit & License Dashboard

License Purchase History

Complete list of all license purchases with invoice tracking, purchase dates, credit spending details, and quantity management. View and download invoices for compliance and record-keeping.

Invoice ID tracking for all license purchases
Date of purchase with full timestamp
Credit spent column showing exact credit usage per purchase
Number of licenses purchased per transaction
View action with eye icon for detailed invoice inspection
Download functionality for each invoice
Search capability across all license records
Filter options for better data organization
Comprehensive license purchase audit trail
License Purchase History

Assign Content & Credit

Streamlined interface to manage content and credit assignments across client organizations. View assigned vs unassigned metrics and quickly add new assignments with separate modules for content and credit management.

Dual card interface for Content and Credit management
Content metrics: Total content assigned and Total content unassigned
Credit metrics: Total credit assigned and Total credit unassigned
Real-time counter display (125 items each in demo)
View / Add Content button for quick content assignments
View / Add Credit button for seamless credit allocation
Visual distinction with blue icon for Content and green icon for Credit
Quick access to assignment workflows
Centralized assignment management dashboard
Assign Content & Credit

Credit Assignment to Organizations

Detailed credit management for each client organization with time-based filtering, assignment tracking, and real-time balance monitoring. Assign and unassign credits with complete visibility into spending patterns.

Organization ID and Organization Name columns
Credit Assigned tracking per organization
Credit Spent monitoring with usage analytics
Credit Balance calculation (Assigned - Spent)
Time-based filters (Today, This Week, This Month, This Quarter, This Year)
Assign button for each organization to add more credits
History icon to view detailed credit transaction logs
Search functionality across organizations
Filter options for advanced data views
Real-time credit balance updates
Multi-organization credit management from single interface
Credit Assignment to Organizations

Quotation Management

Create, manage, and send professional quotations to clients with comprehensive tracking of quotation status, pricing details, GST calculations, and multi-action capabilities including view, download, edit, and delete.

Unique quotation ID tracking (A001, A002, A003, etc.)
Quotation date with full timestamp
Created by field showing team member name
Organization name for each quotation
Item total display in local currency (₹)
GSTIN percentage calculation (18%)
Payable amount including all taxes and charges
View quotation with eye icon for detailed inspection
Download quotation as PDF for client sharing
Edit quotation functionality for revisions
Delete quotation option with confirmation
Add quotations button for creating new quotes
Search functionality across all quotations
Filter options for advanced data views
Professional quotation templates with company branding
Quotation Management

Partner Workflow

A Step-by-Step Guide to Maximizing Your Partnership Potential.

Onboard New Clients

Add new client organizations to your partner account

Manage Clients

Oversee all client organizations from one dashboard

Configure Profiles

Set up company profiles and branding

Manage Team Access

Control team member permissions and roles

Assign Credits & Licenses

Distribute credits and manage licenses

Generate Quotations

Create and send quotations to clients

Role-Based Access Control

Define and Manage User Permissions with Granular Control.

Each role is meticulously designed to provide the necessary access while maintaining security and operational efficiency.

Admin

Full access to all partner features and settings

Manager

Manage organizations, teams, and content distribution

Team Member

Limited access to assigned tasks and features

Client

Access to client-specific features and content

Credit & Usage Operations

Seamless Management of Your Resources and Client Consumption.

Credit Management

Purchase credits in bulk
Assign credits to organizations
Track credit usage in real-time
Set credit limits and alerts
View transaction history
Generate credit reports

License Management

Manage license allocations
Track license usage per organization
Set license expiration dates
Renew licenses automatically
Monitor license compliance
Generate license reports

Financial Operations

Simplify Billing, Invoicing, and Revenue Tracking.

Quotation Module

Create professional quotations
Customize pricing and discounts
Send quotations via email
Track quotation status
Convert quotations to invoices
Generate PDF quotations

Invoice Management

Generate invoices automatically
Track payment status
Send payment reminders
Process online payments
Export invoice data
Generate financial reports

Why Partner with OLL?

Unlocking Growth and Success Together.

100% Comprehensive Control

Full control over your partner operations, client management, and business growth with our comprehensive platform.

24/7 Tier 1 Support

Round-the-clock support from our expert team to help you succeed and grow your partnership business.

Fast Deal Execution

Quick onboarding and deal execution to help you start generating revenue faster with minimal setup time.

Ready to Become an OLL Partner?

Join our growing network of successful partners and leverage our advanced LMS platform to expand your business, enhance client offerings, and drive unparalleled learning experiences.

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