• How to add a new domain

  Steps to adding a new domain If you are a reseller partner with Clym, there are many ways that your customers' domains can be added to your partner portal account: manually one at a time, manually via import, via API, or by using your registration or scan widget. This article will specifically address how to add a domain manually, one at a time. Please note: if you are a referral partner, you will not see the Add Domains button in your partner portal account. To onboard new customers, pleaPopular

• How to deactivate a domain

  Steps to take to deactivate an existing domain As your customer base changes, or if one of your customers or merchants wishes to opt out of Clym services, you can quickly and easily make changes on the fly to keep your My Domains list up-to-date. Deactivating a domain is an easy 3-step process: Sign in to the Partner Portal Search for the domain to deactivate Deactivate the domain (3-3-deactivate-the-Some readers

• How to add a new user

  Steps to take to add a new user to your Partner Portal account Grant access to any of your teammates managing your customers' domains by allowing each user to have a personalized and secure account. There is no limit to the number of user accounts you can create, and you can easily manage your users at any time. Before you get started, it is important to understand the possible roles you can assign to your team. Roles give different types of access to the users:Some readers

• How to deactivate a user

  Steps to take to deactivate a user's account As your team evolves, you may wish to deactivate a user whose profile is no longer being used. Deactivating a user is an easy 3-step process: Sign in to the Partner Portal Go to the Access tab Deactivate user 1. Sign in to the Partner Portal You should have received a magic link in your initial onboarding email. Please click Sign in from thSome readers

• How to delete a user

  Steps to take to delete a user from your Partner Portal account As your organization grows, you may need to delete a user profile from your Partner Portal account. Deleting a user is different than deactivating a user because it is a permanent action. If you wish to keep any profile data for the user, you can deactivate a user profile, which does not permanently delete the user profile. Deleting a user is an easy 3-stSome readers

• How to change your sign in method

  Steps to take to change your sign-in method to a magic link or password Clym gives you two main ways to sign into the Partner Portal: Magic link: the default option to sign into the Partner Portal, simplifying the process for your users, and helping to stay secure by requesting email verification Password: users can sign in using an email and password combination Changing your authentication method is an easy 3-step proSome readers

• How to sign in using a magic link

  Steps to take to sign in using a magic link The default sign-in option for your Partner Portal account is via a magic link sent to your account email address each time you want to access the platform. Signing into Clym using a magic link is quick and secure. Using our magic link verification method is an easy 3-step process: Sign in to the Partner Portal Check your email Access the Partner Portal (3-3-access-the-partnerSome readers

• How to add a lead

  Steps to take to add a customer lead to your Partner Portal account When a customer uses the scanner tool on your website, Clym automatically captures them as a lead and collects their information in your Partner Portal account. Once a customer has been added as a lead in your Partner Portal account, you will be able to view their lead information, download a report, or share a report, further enabling you to continue the compliance discussion with each customer and convert more leads. If yFew readers

• How to resend an invite

  Steps to take to resend an invitation to your customer or merchant Don't panic if a customer can't find their invitation email - Clym makes it simple and easy to resend an invitation at any time. Resending an invitation is an easy 3-step process: Sign in to the Partner Portal Search for the domain Resend the invitation 1. Sign in to the Partner Portal You should have received a magFew readers

• How to enable two-factor authentication in your Partner Portal account

  Enabling two-factor authentication helps add a second layer of security during your sign-in process by requesting that you confirm a 6-digit code sent to you via email or phone number. Two-factor authentication can be used with any of our sign-in methods. Sign in to the Partner Portal Access your security settings Enable two-factor authentication 1. Sign in to the PartFew readers

• How to access a customer's scan report

  Steps to take to download and view a scan report for your customer's website Clym's scan reporting tool is a great way to educate, empower, and impress your customers. The scan report provides a snapshot of any consent management tools in play, an overview of cookies and scripts found, and an accessibility review of the website's content. After a customer or merchant domain has become active, you can easily access the scan report for their website at any time in your Partner Portal account.Few readers

• How to fix the error upload file (xlsx) and resubmit

  Steps to take to fix any upload errors to be able to successfully upload your file If any of your customer or merchant data is not formatted correctly within the import template, you will receive an email outlining the exact errors, so that you can make any required changes. We want to make sure that your experience is as seamless as possible, so please don't hesitate to reach out to us if you need further assistance with this step. After reformatting your data to work with our system, re-uFew readers

• How to disable two-factor authentication

  Steps to take to deactivate two-factor authentication from your account's sign-in options While two-factor authentication can provide additional security for your user profile, you may wish to reduce the time it takes to access your Partner Portal account and focus on supporting your customers. Clym makes it easy to control this setting within your security preferences at any time. Disabling two-factor authentication is an easy 3-step process: Sign in to the Partner Portal (3-1-sign-iFew readers

• How to change the product on a customer's domain

  Steps to take to change the product associated with a customer's domain As your customers' website traffic may evolve over time, Clym is here to support their changes and growth to complement their compliance needs. If one of your customers needs to switch to a different plan to support their website traffic, you can make changes on behalf of your customer directly within your Partner Portal account. Sign in to the Partner Portal Search for the doFew readers

• How to reset your password

  Steps to take to reset an old or forgotten password Updating your password regularly can help to keep your account safe and secure, and we generally recommend doing so once every 6 months. When choosing a password, we recommend including one uppercase letter, one lowercase letter, one number, and one symbol. Resetting your password is an easy 3-step process: Sign in to the Partner Portal Access security settingsFew readers

• Scan widget walkthrough

  Steps to take to utilize the scan widget and allow your customers and merchants to access a detailed scan report By adding Clym's scan widget to your website, you can allow your customers and merchants to run a free scan that analyzes their website's cookies and scripts, detects current privacy and consent mechanisms in place, and provides an accessibility score on the current website design. This report helps to identify areas where your customers may be at risk and outlines where Clym canFew readers

• How to add multiple new domains

  Steps to follow to add multiple domains at once Our Partner Portal offers several methods for adding customer and merchant domains to your account. If you are onboarding many domains at once, adding domains to your partner portal account via import is an easy 3-step process: Sign in to the Partner Portal Manage domains in bulk Provide data to Clym 1. Sign in to the Partner Portal YFew readers

• How to find a domain and review its information

  Steps to take to use the search and filter options on your My Domains page If you have a large number of customer or merchant domains to manage in your Partner Portal account, you can use the search and filter capabilities on your My Domains page to find the data you need easily. Using the built-in search and filter features is an easy 3-step process: Sign in to the Partner Portal Access Customers Use search and apply fiFew readers

• How to reactivate a user

  Steps to take to reactivate a previously deactivated user If you have a team member whose account has been deactivated, but they need to regain access to your Partner Portal account, you can easily reactivate a previously deactivated profile. Reactivating a user is an easy 3-step process: Sign in to the Partner Portal Go to the Access tab Reactivate user 1. Sign in to the Partner Portal YFew readers

• How to import net new domains

  The domain To sync an external list of domains with the Partner Portal, you need to use the import net new domains functionality described below If you are using a master template to store all of your customer and merchant data, you may wish to instruct Clym to import net new domains only when you run an import. This functionality will check your file against the contents of your Partner Portal domain list and perform the following steps when the file is imported with this setting:Few readers

• How to permanently delete your account

  Steps to take to permanently delete your Partner Portal account While we are sad to see you go, deleting your account is an easy process. Before deleting your user account, it is important to know that this is a permanent action that cannot be reversed. Should you wish to regain access to the Partner Portal, you will need to be re-added as a user. This may be important if your team actively tracks the activity for your account, or if you would like to keep your profile data saved. DeletingFew readers

• My account management

  Learn the basics of managing your Clym Partner Portal account Secure your account Sign in using a magic link sent via email, which is generated every time you log into the Partner Portal Set up a password for your account If you need an extra level of security on your account, you can activate twFew readers

• How to reactivate a domain

  Steps to take to reactivate an inactive domain Don't panic - if you have deactivated a customer's account, you will no longer see their domain listed under your Customers. If a customer ever wants their account to be reactivated, you can easily do so by re-adding the same customer domain back into your account, and you will see them re-listed under your Customers. Reactivating a domain is an easy 3-step process: Sign in to the Partner Portal AccesFew readers

• Registration widget walkthrough

  Steps to take to utilize the registration widget and allow your customers and merchants to self-register The registration widget provided by Clym is a powerful tool that can help your team optimize your customer data management process by offering your customers and merchants a direct self-registration option. By integrating the widget on your website via an embed code, customers can quickly onboard and install the Clym widget on their website within minutes. Each embed code is unique, so eFew readers

• How to add a domain for a company

  Steps to take to add a domain to an existing company If you are a reseller partner with Clym, there are many ways to add and manage your customers' domains in your partner portal account. This article will specifically address how to view a company's information. Viewing your customers in your partner portal account is an easy 3-step process: Sign in to the Partner Portal Click Customers Add a domain for a company (3-3-Few readers

• How to view an invoice for a customer's domain

  Steps to take to access one of your customers' previous invoices with Clym Throughout your partnership with Clym, you may encounter customers who are requesting a copy of a previously issued invoice. Clym stores all previous invoices within the Partner Portal for easy access to view, pay, or interact with. Viewing an invoice is an easy 3-step process: Sign in to the Partner Portal Access Customers View invoice(s) (3-3-Few readers

• How to deactivate multiple domains

  Steps to take to deactivate multiple domains at once If you have a large number of customer or merchant domains that require deactivation, our bulk deactivation feature can help to save time. Deactivating multiple domains is an easy 3-step process: Sign in to the Partner Portal Access Customers Use the template to deactivate domains 1. Sign in to the Partner Portal YouFew readers

• How to pay an invoice on a customer's domain

  Steps to take to pay a customer's invoice in your Partner Portal Throughout your partnership with Clym, you may encounter customers who are requesting a copy of a previously issued invoice. Clym stores all previous invoices within the Partner Portal for easy access to view, pay, or interact with. Viewing an invoice is an easy 3-step process: Sign in to the Partner Portal Access Customers View invoice(s) (3-3-pay-invoicFew readers

• How to request a service for a customer

  Steps to take to request a Clym premium support service on behalf of a customer in your Partner Portal account If you are a reseller partner with Clym, we understand the importance of offering top-notch service and support to your customers to ensure that your and their compliance journeys are seamless and successful. If you have a customer who is not comfortable installing the Clym widget on their website or needs more one-on-one guidance on how to use the Clym Portal, you can now requestFew readers

• How to use your referral links

  Steps to take to offer your referral partner registration links to your customers to sign up for Clym After you receive your personalized referral links, you can share them with your customers and invite them to sign up for Clym. Once they sign up using your referral link, they will be automatically added to your Partner Portal account. Your customers will receive access to the Clym Portal and can start their compliance journey on their own website. The steps below illustrate the customer jFew readers

• How to resend an email invite to a user

  Steps to take to resend the invitation email to one of your Partner Portal account users If a user in your account has not accepted the invitation, you will be able to see their status as Invited in the Partner Portal. You can easily re-invite these users at any time, and Clym will automatically send an email containing a magic link to sign in. Please note, this feature is currently only available to users who are still in the Invited status. Once a user has accepted their invite to youFew readers

• How to fill in the domains upload file (xlsx)

  Step-by-step guide to correctly fill in the domain import template Confidently format your data in a way that is easily readable by the Partner Portal as you fill out your import template. This is a critical step in ensuring a successful import process. Below you can find guidelines for how to successfully provide the data. Before importing your file, please remember to delete the first two example lines of the template. Your file must be imported using the .xlsx file format. All theFew readers

• How to view a Company

  Steps to take to view a Company in your Customers list in your Partner Portal account If you are a reseller partner with Clym, there are many ways to view and manage your customers in your partner portal account. This article will specifically address how to view a company's information. Viewing your customers in your partner portal account is an easy 3-step process: Sign in to the Partner Portal Click Customers View a cFew readers

• Manage company details

  Steps to take to modify and set your company details As your organization changes, you may need to modify your account's company details, such as your Company Name, email, address, or phone number. Making changes to your company details is an easy 3-step process: Sign in to the Partner Portal Access the Company page Edit details and save 1. Sign in to the Partner Portal You shoulFew readers

• How to update your profile information

  Steps to take to manage your email address, name, and profile picture Clym allows each user to have a personalized experience by providing the option to add a profile picture and to make changes to the email address and name on the profile as needed. Not only does this allow each user to customize their account to their preferences, but it also provides a safe and secure way for each user to have unique sign-in credentials. Updating your profile information is an easy 3-step process: SFew readers

• How to change the role of a user

  Steps to take to change the role of a user in your Partner Portal account In the Partner Portal, three different role types can be assigned to your users, each with varying permissions. You can modify your users' roles at any time. Roles give different types of access to the users: Administrator - full access Developer - does not have access to the Company and Access tabs Account Manager - only has access to add domains 1 by 1, search, fiFew readers

• How to sign in using two-factor authentication

  Steps to take to sign in to your Partner Portal account when two-factor authentication is enabled While there may be an extra, seemingly annoying, step in your sign-in process when two-factor authentication is enabled, it helps to protect your Partner Portal account by requesting identity verification with each sign-in attempt. Within your account, you can choose to have your verification codes sent via email or SMS. After selecting your preferred option, Clym will send a 6-digit verificatiFew readers

• How to deactivate an existing API key

  Steps to take to delete an API Key By establishing an API connection between your CRM and Clym, you can easily integrate your customer and merchant domains into your Partner Portal account and automate your domain management. Rather than needing to make changes through an import or one-by-one, an API can help keep track of changes in real-time. If you need to remove an API Key that is no longer active, it is simple to do at any time. Deactivating an API Key is an easy 3-step process: SFew readers

• User Management

  Learn the basics of managing user access to your Clym Partner Portal account Your Partner Portal account can be managed by your entire team or by select individuals. With unlimited user seats, you can ensure that all of your key players are fully involved in the compliance journey. Here are some common actions you can take to manage your users. 1. New User Add a new user to your PartnerFew readers

• How to embed the scanner on your website

  Steps to take to embed your own custom scanner on your website to collect leads and allow your customers to review their data privacy and accessibility compliance scores The Clym scanner is a highly valuable resource available to our partners. It acts as an effective lead-generation tool that can be easily embedded on your website. This allows your customers to understand how their websites currently align with global data privacy laws, identifying areas where they may be at risk. The scannFew readers

• How to use marketing materials

  Steps to take to use the marketing materials in your Partner Portal account When you first receive access to your Partner Portal account and are eager to begin onboarding your customers, the Marketing Materials will help you get started. These resources are designed to help you feel empowered and equipped to educate your customers on the data privacy and accessibility landscape, and how Clym's widget can help to protect their website against possible fines and penalties. Utilizing the markFew readers

• Add a new intro email template

  Steps to take to add a new customized intro email template to your Partner Portal account When you invite a customer or merchant to your Partner Portal account, there are two emails that they can receive. The Intro Email The intro email is a customizable welcome message sent to your customers or merchants, typically providing a brief overview of the next steps from Clym. The Invitation Email The invitation email is an automated message, providing your customers or merchants withFew readers

• Domain management overview

  There are several actions you can take to manage domains We offer several partnership options with Clym, each offering different ways to onboard customer domains. Please note that some of these options may not be available in your account, depending on your account settings. Add domains: Manually add a new domain Import a file with multiple domains (https://clymio.crisp.help/en/article/how-to-add-multiple-neFew readers

• How to access the embed codes for the scan and registration widgets

  Steps to take to generate the embed codes for the scan and registration widgets Sign in to the Partner Portal Access Customers Access and copy the embed codes 1. Sign in to the Partner Portal You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to the Partner Portal (http://partnFew readers

• Partnership program overview

  Learn about different partnership options and the associated onboarding strategies In this article, we explain the following: Partnership program types Clym offers End customer lifecycle overview Clym tools and onboarding actions Onboarding strategies Partnership program types Clym offers Clym offers two main partnership programFew readers

• Getting started with Clym's Partner Portal

  Steps to take to set up and operate your partner account Your partner account is a centralized dashboard where you can manage your The sections below provide a starting point to: Configure your account Manage domains Manage access to the Partner Portal Configure your account Start by understanding partnership program benefits (https://knowledgebase.clym.io/en/article/partnership-progrFew readers

• How to create a new API key

  Steps to take to generate a new API key for your domains By establishing an API connection between your CRM and Clym, you can easily integrate your customer and merchant domains into your Partner Portal account, and automate your domain management. Rather than needing to make changes through an import or one-by-one, an API can help keep track of changes in real time. Please note that Clym generates the API Key, but to complete further steps, you'll need to access your CRM platform to finFew readers

• Companies Overview

  There are several actions you can take to manage your customers In your Partner Portal account, you can quickly and easily view and manage your customer accounts to ensure consistent support is provided. Below you will find a selection of options that you can take to view and manage existing companies within your account, including how to view a company's information, how to add a new domain for an existing company, and how to request a service for a company. How to view a company's infFew readers

• How to switch between multiple partners partner accounts

  Steps to take to manage multiple partner accounts from one user profile Based on your organization's needs, you may need to be granted access to several Partner Portal accounts. Conveniently, you don't need to sign out of one to access the other(s). Once you are signed into the Partner Portal, you can navigate between different accounts with ease. Switching between partner accounts is an easy 3-step process: Sign in to the Partner Portal Switch aFew readers

• Partnership program benefits

  Get a quick overview of the Clym partnership program and its benefits In the current landscape, it is clear that there is a need for a solution that can help businesses protect their websites from data privacy and accessibility regulations. Maintaining compliance with existing regulations, while devoting time and attention to staying on top of newly introduced regulations, can be a time-consuming process, often leading companies to require support from a data privacy officer, or a DPO. OnFew readers

• How to import merchant IDs

  Steps to take to import your merchant IDs into your Partner Portal account Our Partner Portal offers several methods for adding merchants to your account. If you have opted to use a self-registration page for your merchants to opt into Clym's services, you will be able to import a list of merchant IDs into your account for merchant ID (or MID) verification. Importing MIDs into your Partner Portal account is an easy 3-step process: Sign in to the Partner Portal (3-1-sign-in-to-the-partFew readers

• How to view your invoices in the Partner Portal

  Steps to take to access the invoices in your Partner Portal account We know that being able to access invoices through the Partner Portal is essential for our partners to effectively manage their accounts and ensure seamless collaboration with us. In this article, we will provide a step-by-step guide to help you easily locate your invoices within the Partner Portal, empowering you with the information you need to stay informed and efficiently manage your partnership with us. Viewing your iFew readers

• How to pay an invoice in your Partner Portal

  Steps to take to apply a payment to an invoice in your Partner Portal account We know that being able to pay invoices through the Partner Portal is essential for our partners to effectively manage their accounts and ensure seamless collaboration with us. In this article, we will provide a step-by-step guide to help you easily apply partial or full payments to your invoices within the Partner Portal. Paying your invoices is an easy 3-step process: Sign in to the Partner Portal (3-1-sigFew readers

• How to delete a merchant ID

  Steps to take to delete a merchant ID from your Partner Portal account As your customer base may go through changes, the Partner Portal is equipped with the tools to allow you to manage your merchants in real time. Importing MIDs into your Partner Portal account is an easy 3-step process: Sign in to the Partner Portal Navigate to your merchants Delete merchant ID 1. Sign in to thFew readers

• How to access scanner leads

  Steps to take to access the leads that you have generated from the scanner on your website As a Clym partner, the scanner tool can be used as a sales instrument to educate your customers about their compliance needs and where they may be at risk, and to demonstrate how you can address these gaps by offering Clym's data privacy and accessibility compliance solutions. In your Partner Portal account, you can access a unique scanner widget embed code that can be placed on your website or wherevFew readers