The following are the steps required to set up a new CCH OEM Vendor that requires database access:
SALES: Create a new Account in CCH Production (account_status = DEMO). Note the account_ID value. The vendor can sign up and create this account themselves, or, Unified Compliance can create it for them.
DEV: Update the account status to “oem_vendor” and put the account in the Partner Portal. Run the following SQL and change the reseller_id and account_id value to the one from step #1:
update ch_account set reseller_id=99999, reseller_status=2, account_status='oem_vendor' where account_id=99999;
SALES & DEV: Configure the account to have access to the authority documents specified in their contracts (Sales should provide the list of Authority Document ID’s). Replace the account_id below with the one from step #1 and the AD ID’s to the ones provided by Sales:
insert into entity_singular_entitlements (class_name, entity_id, account_id)
select 'Db_Entity_AuthorityDocument', ad_id , 99999
from authority_documents where ad_id in (3687,3242,3241,3240,3224,3222,3221,3212,3647,3292,3567,3430,3714,3201,3986,3960,3200,3208,986,985,3946,3134,3417,3416,3438,3415,3420,3419,102,2935,3009,176);
SALES / SUPPORT: Log in to CCH Manage in production and impersonate the Admin user of the account, and create the Authority Document List(s) that correspond to their contractual list of authority documents. The lists can be created manually OR imported from published lists that UCF may have already created. NOTE: Only lists created via impersonate will appear in the Partner Portal. It is possible to manually update a list that was not created via impersonate (should we need to) by setting ch_authdoc_list.reseller_assignable = 1
OEM VENDOR: Now the OEM Vendor Account Admin can login to the Partner Portal (https://partner.unifiedcompliance.com) and create their customer (which creates an account in CCH) by pressing the ADD CUSTOMER button followed by the CREATE NEW ACCOUNT button:
VENDOR: Enter the first & last name of the end customer, their email address, and their organization name and press CONTINUE:
VENDOR: Fill out the street address, city, state, county, and zip code. If applicable, add a PO Number.
VENDOR: Choose base subscription (might auto-select) and then choose the appropriate Add-On (only 1 can be selected). Select CHECKOUT and the subscription will be created.