Client Management

This section describes how the partner can manage the client details.

  1. Enter your Email and Password to log in to your RChilli My Account partner portal. You can also Sign Up to register a new account or log in using Office 365 or Google accounts as necessary.
    Note: Contact support@rchilli.com for My Account portal access, subscription plans, pricing, and for any further support.


  2. Once you log in, click your name on the right-hand side top corner and click Switch to Admin Panel.
    Note: If you have access to RChilli as admin, you can also switch to RChilli Admin by clicking on RChilliAdmin.


  3. On the Admin Panel, click Client Management.

  4. On the Client Management page, you can do the following:
    1. Add New Client
    2. Update Company Info
    3. Email Setup
    4. Generate Invoice
    5. Login History
    6. Manage Users
    7. Impersonate

Add New Client

Follow the below steps to add a new client on the client management page.
  1. On the Client Management page, click Add New Client.

  2. On the Add Client page, fill all the fields as necessary and click Add Client on the bottom of the page.
    Note: A success message will be displayed once the client is added successfully.


  3. Click View Details for the client you added.

  4. Click Send Verification Link to complete the verification of your new client/user. Your user will get an email to verify the account.

  5. Click Edit to edit the profile of your new client/user. A pop-up will be displayed to edit the user profile, see below step.

  6. Edit the profile of your new client/user, such as Email, Relationship With Company, Role, etc, and click Update User.

Update Company Info

Follow the below steps to update the company info of your users.
  1. On the Client Management page, click View Details for the client you want to update the company information.

  2. Click Company Info to update the company information of your user/client such as Name, Email, Client Level etc.

Email Setup

Follow the below steps to setup an email that will be automatically sent once the set criteria are fulfilled.
  1. On the Client Management page, click View Details for the client you want to setup the email.

  2. Click Email Setup to complete the setup for the automatic forwarding of the emails. Fill the fields as necessary and check the check-boxes for all the fields filled.
    Note: The users will get an automatic email when the set criteria are fulfilled.


Generate Invoice

Follow the below steps to generate an invoice for your client/user.
  1. On the Client Management page, click View Details for the client you want to generate the invoice.

  2. Click Generate Invoice to generate the invoice. On the Generate Invoice tab, enter Amount in the dollar, specify the Description, and click Generate.
    Note: A success message will be displayed once the invoice is generated successfully.


Login History

Follow the below steps to view your client/user login history.
  1. On the Client Management page, click View Details for the client you want to view the history.

  2. Click Login History to view the login details of your client/user.

Manage User

Follow the below steps to manage your client/user profile.
  1. On the Client Management page, click View Details for the client you want to manage the profile details.

  2. Click the User tab to edit the user profile details. Click Edit to edit the user profile.
    Note: You can click Add New User to add a new user as necessary.


  3. Edit the profile of your user as necessary and click Update User.
    Note: A success message will be displayed once the user profile is updated.


Impersonate

Follow the below steps to log in to your user My account portal and do the following.
  1. On the Client Management page, click View Details for the client you want to manage the profile details.

  2. Click the User tab to login into your user My account portal. On the User tab, click Impersonate.

  3. Once you click Impersonate in the above step, you will get access to your user's account. You can do the following on behalf of your user:
    • Plan update: Click My Plans tabs and subscribe to a new plan or change the plan for your user. See Plan Subscription and Cost for more details.
    • Parsing Logs: Click Parsing Logs to view the parsing logs of your user, see Parsing Logs for more details.
    • Invoice: Click Invoice to view the invoice details of your user, see Invoice Details for more details.
    • Update Profile: Click My Profile to update the profile of your user, see Profile Update for more details.
    • Manage user's team: Click Manage Team to view/manage your user team member's, see Manage Team for more details.
    Note: Click click here to end the impersonate session.