WA – Partner ConfigurationSelect Partner to ConfigureSelect the partner, dealer, or branch you want to configure.Select Partner / Dealer / Branch– Select –Option 1Option 2Selected Partner IDCompass PackageSelect the Compass package enabled for this partner.Compass Package Package 1 — Intake + Raw Data Package 2 — Editable Motivation Package 3 — Managed MotivationNotification SettingsSet the email addresses used for Compass raw-data delivery.Raw Data Delivery EmailRaw Data Delivery CCBranch Notification InheritanceBranch Notification OverridesWhite Label Enabled Yes NoBranding & White LabelManage the partner’s white-label branding and approved sender configuration.Partner Border ColourPartner LogoChoose File Favicon UploadChoose File From Email Address for Intake EmailsEmail Sender VerifiedData RetentionSet how long Compass client intake data should be retained.Data Retention Period– Select –14 Days30 Days60 Days90 Days180 DaysSubscription & BillingManage the partner’s Compass subscription and billing configuration.Accounts / Billing EmailSubscription Status– Select –TrialActivePayment DueOverdueSuspendedCancelledPayment Method– Select –Debit OrderEFTManual InvoiceNot ConfiguredTrial Start DateSubscription Start DateNext Billing DateTrial End DateBilling DayPackage Monthly FeeTrial Conversion Status– Select –Not DecidedContinuingDeclinedPro-Rata AmountPro-Rata Payment Status– Select –Not RequiredPendingPaidFailedCancelledIncluded BranchesAdditional BranchesRate per Addit. BranchAdditional Branch TotalMonthly White-Label FeeMonthly TotalAccount Notes RECALCULATE BILLING Change a billing-related setting to recalculate the monthly charges.Final ApprovalTrack the partner’s setup status and approval before active use.Approval Status– Select –Not StartedIn SetupWaiting on PartnerTestingReady for ApprovalApprovedOn HoldPartner Approved for Use Yes NoOutstanding Setup ActionsConfigure Partner
