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• You can query the teams and manager status using either query here.

• To confirm if the user is a channel partner and not the parent org, you can use this query. You can see the org type. If the org type is not Installer or Channel Manager, than the channel manager’s permission will be required.

• If you need to reach out for the correct permissions, please use this email template.

Subscription Level

• Further, not all subscription tiers are eligible for all the same configurations:

  • Basics receive cash and integrated financing

  • Premiums receive:

    • cash

    • configured financing

    • integrated financing

    • 1 customer document template

  • Pros receive:

    • cash

    • configured financing

    • integrated financing

    • 20 customer document template

    • 20 channel partner organizations

• You can see which subscriptions an organization has by logging into QuickSight and looking at the Support SalesForce dashboard

• Additionally, some orgs pay for an upgrades. Like a basic may pay to have a custom template and pay an additional $50/month. You can see those by logging into Invoiced and looking at their subscription details. See example below:

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