Add client subscriptions

IPA Partner can add a subscription on behalf of a client where either the client or the Partner can pay and manage it.

Client Pays

IPA Partner can initiate IPA Books+ subscription of a client where the client will pay and manage their subscription. The client will need to approve the subscription before the subscription gets activated.

The Partner needs appropriate application permission to view the product.

 

  1. Login to IPA Books+ Customer Portal
  2. Go to Partners > Client List
  3. You can either:
    • Create a brand new client account by clicking 
    • Or, you can choose an existing client and click on the + button  (next to Client Subscription) to add new subscription
       
  4. Choose “My Client will purchase and manage their subscription” and click NEXT
  5. Choose the product
  6. Enter the book's details, followed by the choosing the required modules and then hit SUBMIT to complete the purchase request.
  7. Your client will receive an email notifying them of the subscription purchase request
  8. Your client can now approve/reject this subscription request by logging into IPA Books+ Customer Portal
  9. Once approved, to view your client's book, you will need to get appropriate application permission by clicking “Edit permission” link under the book's OPEN button

Partner Pays

IPA Partner can also purchase a subscription for a client where the Partner will pay and manage their subscription. 

  1. Login to IPA Books+ Customer Portal
  2. Go to Partners Client List
  3. You can either:
    • Create a brand new client account by clicking 
    • Or, you can choose an existing client and click on the + button  (next to Client Subscription) to add new subscription
       
  4. Choose "I will purchase and manage their subscription" and click NEXT
  5. Choose IPA Books+
  6. Enter the book's details, followed by the choosing the required modules and then hit CHECKOUT to complete the purchase request
  7. Enter your Credit Card details on the payment screen and click on "SUBMIT & CHECKOUT" to complete the process
  8. You can now view the Book/Store from the specific product under "My Products" section

Your client can view the Book/Store from "Shared with me" tab under the specific product from "My Products" section

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