Customer management and balance sheet

Partner Portal is the ChatRex section for working with customer accounts, affiliate balance and rewards. The partner can create customer accounts, replenish their balance and go to them to configure the service.

How to get access

To become a partner, contact ChatRex. After connecting the partner status, the Partner section will appear in the left menu, and the Partner account mark will appear at the bottom of the menu.

In the cabinet, tabs Balance management, Customers and Referral are available.

Balance management

The Balance management tab displays:

• current status of the partner;
• the amount of remuneration from subscriptions;
• rewards from customer transactions;
• Available partner balance;
• balance sheet.

Remuneration for replenishing the balance of the tied client is 10% of the transaction amount. It is automatically accrued and appears as a separate operation in the list. The amount of remuneration from subscriptions is displayed in the office and may depend on the partner status.

Your partner balance can be replenished with a card or by account using the Replenish button.

Clients.

The Customers tab displays the ID, email and balance of each account created or linked to a partner. Three main operations are available for the client:

• Create an account - register a new client;
• To replenish the balance - to replenish the balance of the selected client;
• Go - open a client account to set up ChatRex.

Creating a customer account

1. Click Create an account.
2. Fill in the customer data.
3. Confirm the creation.

After successful registration, the password is sent to the specified email address. The new account is automatically linked to the partner.

Replenishment from the partner balance

1. Opposite the desired client, click Replenish the balance.
2. Specify the amount of replenishment.
3. Select the method Partner. balance.
4. Check the available amount and click Translate.

You can transfer no more than the amount available on the partner balance. After the operation, the partner’s balance will decrease, and the client’s balance will increase by the specified amount.

Replenishment and transition to the account are also available after opening the client from the partner office.