Partner -> Sub Org (Partner View)
Overview
Each Partner ↔ Sub-Org connection is an independent workspace. Partners can use this view to manage their commercial relationship with the Sub-Org, including representatives, plans, billing, and tickets.
The connection dashboard gives Partners full visibility and control over:
Assigned sales and support representatives
Subscription plans and requests
Ticket management and escalation
Invoice history
Navigation
The left-hand navigation includes:
Overview – Assign internal representatives for the Sub-Org.
Plan – View the Sub-Org’s active subscription and billing details.
Requests – Manage new plan, add-on, or one-time charge requests.
Ticket Manager – View and manage tickets created by the Sub-Org.
Invoices – Review billing and payment history for the Sub-Org.
Sections in Detail
1. Overview
The Connection Overview page displays key information about the relationship between the Partner and Sub-Org.
Here you can:
View the connection status (Active, Pending, etc.)
Assign or update the Sales Owner — typically the Partner rep responsible for the account.
Assign or update the Support Owner — the person who will handle incoming tickets from this Sub-Org.
If a Support Owner is assigned, all new tickets from the Sub-Org will automatically be routed to them.
2. Plan
This section shows the Sub-Org’s current plan as assigned by the Partner. It includes:
Plan name and description
Start date and billing interval (monthly, annual, etc.)
Pricing breakdown — monthly fees, booking fees, or transfer fees
Payment method on file
Current approval and activation status
Partners can view all plan details here but cannot modify billing directly — changes are handled through the Requests section.
3. Requests
Partners can submit and manage subscription-related requests for their Sub-Orgs. These requests appear for the Sub-Org to approve or reject.
Types of requests include:
Subscription
Create, upgrade, or modify the main plan.
Add-Ons
Add additional features or services to the plan.
One-Time Charges
Bill for individual items or services not part of a recurring plan.
Each request displays its current status, requested state, and approval outcome.
4. Ticket Manager
The Ticket Manager gives Partners visibility into all tickets created by the Sub-Org. Tickets can be filtered by:
Status – Open, In Progress, Resolved, Closed
Priority – Low, Medium, High
Assigned To – The Partner representative or Support Owner
Affected Org – Identifies which Sub-Org the ticket belongs to
When a Sub-Org creates a ticket:
The assigned Support Owner (if set) will automatically receive the ticket.
Partners can update the status, priority, or assigned user at any time.
If the issue appears to be a platform-related (Revampd system) problem, Partners can use Escalate to Revampd to forward the ticket to Revampd’s internal support team.
5. Invoices
The Invoices tab lists all invoices associated with the Sub-Org connection.
Each invoice includes:
Date issued
Status (
Paid,Unpaid,Overdue)Type (
Subscription,Add-On,One-Time)Amount due and amount paid
This allows Partners to review payment history and ensure Sub-Orgs remain in good standing.
Key Points
Every Partner ↔ Sub-Org connection operates independently.
Assigning a Support Owner automates ticket routing for efficiency.
Partners can propose changes (subscriptions, add-ons, charges), but Sub-Orgs must approve them before activation.
Escalations to Revampd should only be used for platform-related issues.
All billing and communication within this view is scoped to that specific Sub-Org connection.
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