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Getting Started

什么是 CICDoo 快速开始: 引导向导 仪表盘与基础设施地图

Concepts

生产、预发布和开发阶段 域名、子域名和 SSL Odoo 版本与版本类型（Community 与 Enterprise） 工作区与团队协作

Servers

添加服务器 服务器域名与 DNS 使用负载均衡器 服务器操作: 部署、日志与图表 Deleting a server

Projects & Git

创建项目 连接 GitHub Project GitHub settings and webhook 连接 GitLab 分支与实例 为项目添加标签和筛选项目 使用应用节点实现高可用性 Project environments, extensions and deletion

Instances & Console

创建实例 重启、停止和删除实例 在阶段之间合并分支 Web IDE 与远程访问 SSH access to instances 实例设置详解 部署与任务队列

Agent Tasks

什么是智能体任务 设置智能体任务 运行任务并查看结果 智能体时间与充值 Agent insights and task filters

Monitoring & Backups

监控你的实例 备份与恢复 S3 storage, uploads and bulk backup actions 告警通知（邮件与短信）

Workspaces & Permissions

邀请工作区成员 成员权限与资源访问 成员看不到或无法使用某个资源 Audit log and server activity

Account & Security

双重验证（2FA） 个人资料与集成设置 密码与账户找回

Billing & Plans

方案与价格 升级和管理订阅 项目订阅未支付时 渠道合作伙伴计划 Onboarding a client as a partner

Support & Tickets

提交支持工单 获取 CICDoo 团队的帮助

Troubleshooting

故障排查: 无法连接服务器 故障排查: 部署失败 故障排查: 迁移仓库后 git push 返回 403 故障排查: 实例宕机或变慢 故障排查: 域名或 SSL 问题

计费与套餐

Onboarding a client as a partner

How a channel partner submits a client for onboarding, what the client sees when activating, how to track onboardings, resend payment links and change your margins later.

This article is for approved channel partners. Everything here happens on the Partner page, which appears as "Partner" in the main menu once your partner account is set up. If you are not a partner yet, see The channel partner program.

How money flows depends on your agreement. On direct billing, the client pays us and your markup is your earnings. On wholesale billing, you are billed for your clients and invoice them yourself, so some fields below do not appear.

Submitting a client for onboarding

  1. Click "Partner" in the main menu.
  2. Click "Onboard a client" at the top of the page (it is also on the Clients and Onboardings tabs). If you see "Client onboarding is paused on your account.", ask your account manager to turn it back on.
  3. Fill in "Client name", "Client email" and, optionally, "Company".
  4. In "Projects", enter how many projects the client needs. The summary below the form shows what that includes and the price that follows from it.
  5. Pick the "Billing interval": "Monthly" or "Yearly".
  6. On direct billing, enter "Your markup / month". The summary shows the "Platform floor", "Your markup" and what the "Client pays".
  7. On direct billing, pick "How they pay": "Card via payment link" or "Invoice with net terms".
  8. Enter "Agent markup / hour": your margin on every hour of agent time this client buys. It starts from your standing default and can be changed later.
  9. On direct billing, answer "Who owns the workspace?":
    • "The client": they set their own workspace up and own their code, as usual.
    • "You": you own the workspace and the codebase, and the client joins as a member without access to the source. Enter a "Workspace address" (letters, numbers and hyphens); it is suggested from the company name. Billing does not change.
  10. Optionally, add context under "Anything we should know?".
  11. Click "Submit for approval".

Nothing is created and nobody is charged at this point. We review every onboarding by hand, usually within one business day.

Note: A submission is refused if the email already belongs to another partner's client, already has an active paid subscription with us, or already has an onboarding in progress. Talk to us in those cases.

Tracking your onboardings

  1. On the Partner page, click the "Onboardings" tab.
  2. Check the "Status" of each submission:
    • "With us for review": we have not decided yet.
    • "Awaiting payment": approved; we are waiting for the client's first payment.
    • "Active": the client's account is live.
    • "Declined": not approved. The reason is shown under the status.
    • "Cancelled": withdrawn.

This tab shows the terms as submitted. What a live client is priced at today is on the "Clients" tab.

What the client sees

Once we approve, the client gets a welcome email from us. On direct billing, until their first payment clears, signing in takes them to a page titled "One step left" that shows the plan, billing interval and agreed rate.

  1. The client clicks "Pay and activate" and pays on the Stripe checkout page.
  2. Their account activates as soon as the first payment clears.

If the link has expired, the page says so and the client clicks "Get a new payment link". If they pay by invoice, the page says the invoice has been emailed and the account activates once it is paid. On wholesale billing, the client's account goes live as soon as we approve, and the amount is added to your bill.

Resending a project payment link

Each project your clients run is billed on its own.

  1. On the Partner page, click the "Subscriptions" tab. A badge counts projects with a payment open.
  2. Find the project in "Project subscriptions".
  3. Click "Pay now" or "Get payment link". The link is sent to the client, and a confirmation says "Payment link sent to the client."

Extending a deadline or waiving a project stays with us; ask your account manager.

Changing your margins on a client

  1. On the Partner page, click the "Clients" tab.
  2. Find the client and click "Edit margins" in the "Your margins" column. The "Your margins" window opens.
  3. Change "Agent markup / hour". It applies to the client's next agent-hour top-up.
  4. Change "Subscription markup / month" if it is editable. The window shows the "Platform floor", "Your markup" and what the "Client pays". If the subscription margin cannot be changed right now, the window explains why instead.
  5. Click "Save margins".

A new subscription price is applied at the client's next renewal; nothing is charged today. For a yearly client, that renewal can be up to a year away. While a change is on its way to the client's billing, the client's row shows "Pending".

Watching earnings and payouts

The "Overview" tab shows your agreement and running totals. On direct billing, or once you have any, the "Statements" and "Payouts" tabs list your commission statements and the transfers sent to you, with a "Download" link where a document is attached.

Related: The channel partner program, Plans and pricing, Agent time and top-ups, Workspaces and team collaboration.

If you get stuck, open a support ticket from the Tickets page or the chat widget.

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