Welcome to OnBoardSoft's Channel Partner Portal! This guide will walk you through the process of setting up your account, whether you're a client, channel partner, or administrator. We offer multiple ways to create your account, ensuring a smooth and efficient onboarding process.

 

Streamlined Onboarding Steps

Step-1: Administrative Setup Protocol

Initial Administrative Onboarding
Due to the sophisticated nature of the Channel Partner Portal's administrative functions and the need for proper system orientation, OnBoardSoft has implemented a guided setup process rather than self-registration for administrators. This approach ensures that new administrators receive proper training and understanding of the platform's capabilities.

 

Administrative Onboarding Procedure

1- Initiate Contact with OnBoardSoft

• Via corporate email: info@onboardsoft.com   
• Via telephone: (212) 372-7200
• Via corporate website: https://www.onboardsoft.com/
   

• Schedule a comprehensive platform demonstration
• Discuss specific business requirements and implementation parameters
• Review administrative functionality and system capabilities

3- Formal Onboarding Process

• Administrative account creation performed by OnBoardSoft technical personnel
• Secure credential provisioning through established protocols
• Initial system configuration guidance from implementation specialists

4-Administrative Configuration Suite

• Role-based access control implementation
• Product and service catalog establishment
• Commission structure configuration
• Document management system setup
• Agreement template configuration
• System integration parameters

 

Step-2: Channel Partner Onboarding

Partner Registration Methods

a) Direct Addition

• Add partner manually via admin panel
• Enter business details
• Assign account credentials
• Set commission structure
• Configure access permissions

b) Email Invitation

• Use "Invite New Channel Partner" function
• Enter partner name and email
• Add welcome message
• Send invitation
• Track acceptance status

c) Self-Registration

• Share generated signup link
• Partner completes registration form
• System captures registration data
• Partner uploads required documents
• Admin reviews and approves

Partner Verification

• Verify business registration
• Process tax documentation
• Validate insurance certificates
• Confirm banking details
• Check compliance documentation

Agreement Signing

• Send required agreements
• Track signature process
• Store signed document

Partner Enablement

• Provide access to product documentation
• Share sales and marketing materials
• Make training resources available
• Share pricing guides
• Provide technical specifications

Step-3: Client Onboarding

Client Registration Methods

a) Direct Addition

• Add client manually via admin panel
• Enter complete business details
• Assign account manager
• Set service parameters
• Configure client hierarchy

b) Email Invitation

• Use "Invite New Client" function
• Enter client name and email
• Add personalized welcome message
• Send system invitation
• Track invitation acceptance

c) Self-Registration

• Share client registration link
• Client completes registration form

• System captures registration data

• Client submits required documents

• Admin reviews and approves

   

Documentation Collection

• Gather required business documents
• Upload client contracts
• Process service orders
• Collect technical requirements
• Store configuration details

Service Provisioning

• Create client service instances
• Configure client-specific settings

• Set up user accounts and permissions

• Implement required integrations

• Test service functionality

Client Training

• Provide portal orientation
• Demonstrate product features
• Document use cases
• Establish support procedures

Account Activation

• Complete setup verification
• Activate billing
• Send login credentials
• Schedule review meeting
• Transition to account management

Account Creation Options

Option-1: Standard Registration

Follow these steps to create your account using our standard registration process:

Step 1: Access the Registration Page

• Visit our Channel Partner Portal website https://www.onboardsoft.com/  
• Click on the "Sign Up" or "Create Account" button.

Step 2: Choose Your Account Type

Select whether you're registering as a Client or a Channel Partner.

Step 3: Fill in Your Details

Provide the following information:

• Full Name*
• Company Name*
• Email Address*
• Phone Number*
• Address*

             Street Address

          Apartment/Suite/Unit (if applicable)

          City*

          State*

          Zip/Postal Code*

         Country*

           Create a Password*

          Confirm Password*

Fields marked with * are mandatory.

Step 4: Agree to Terms and Conditions

• Read and accept our Terms of Service and Privacy Policy.

Step 5: Verify Your Account

• Complete the reCAPTCHA verification to prove you're not a robot.
• Click on the "Submit" or "Create Account" button.

Step 6: Email Verification

• Check your email for a verification link.
• Click on the link to verify your email address and activate your account.

Option-2: Google Account SSO (Single Sign-On)

For a faster registration process, you can use your Google account:

Step 1: Access the Registration Page

• Visit our Channel Partner Portal website.
• Click on the "Sign Up" or "Create Account" button.

Step 2: Choose Google Sign-In

Look for the "Sign up with Google" button and click it.

Step 3: Select Your Google Account

Choose the Google account you want to use or enter your Google account credentials.

Step 4: Grant Permissions

• Review the permissions requested by OnBoardSoft.
• Click "Allow" to grant access to your Google account information.

Step 5: Complete Your Profile

• Some information will be automatically filled from your Google account.
• Complete any additional required fields not populated from your Google account.

Step 6: Agree to Terms and Conditions

Read and accept our Terms of Service and Privacy Policy.

Step 7: Finalize Registration

Click on the "submit" button to finalize your account setup.

 

Troubleshooting

If you encounter any issues during the registration process:

• Ensure all required fields are filled correctly.
• Check that your password meets our security requirements.
• Make sure you're using a valid and accessible email address.
• If using Google SSO, ensure you're signed in to the correct Google account.

For any persistent issues, please contact our support team at [support email/phone number].