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This section describes how to configure and consult the limits used to control the signatures acquired by a partner company.
Configure usage limit
To configure an usage limit for a given partner, you must access “Partners> Detail“ and press the “Edit” button.
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This functionality is only available for Administrator operators. |
Below the general data form, you will have a section dedicated to configuring the limit information. The following fields are required:
the number of signatures acquired by the partner company.
the period during which the signatures are available.
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All fields must be defined in order to finish setting up the limits configuration. |
Consult limit configuration
When a limit is successfully configured for a partner company, its information will appear below the general details card.
If the limit is not configured, an alert message will be presented. This alert will not prevent the correct usage of the service.
For Partner operators, its available a progress chart with the signatures consumption and limit configuration in the home dashboard.
E-mail notifications
When the limit configuration is about to expire, due to time expiration or the signatures usage count is almost reached, the person responsible for the partner company and its operators will receive an e-mail containing the limit information.
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The limit is about to expire when one of the following conditions is verified:
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After the number of signatures is exceeded or the period expires, the sales team will receive an e-mail containing the list of partners with limit configuration expired.
