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Managing Adopt Accounts

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Overview

Adopt is a training-as-a-service and channel product that enables Pendo customers to extend guide, analytics, and resource center capabilities to their customers. As an Adopt Partner with Adopt Manager permissions, you can provision instances of Adopt to your customers. There is no installation necessary for you or your customers and once provisioned, these customers can create their own guide content tailored for their unique needs.

If you're interested in learning more, or are interested in becoming a partner, email adopt@pendo.io.

Requirements

To provision Adopt instances for your customers, you must meet the following requirements:

  • Your business must be an official Adopt Partner.
  • You must be a Pendo Admin with the Adopt Manager permission.

Changing Adopt Partner Settings

1. Log in to Pendo, click "Settings" in the Navigation and select "Adopt Settings".

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2. Input the Following:

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  • Brand Name (1) - Name of your company or organization.

  • Product Name (3) - Re-name Adopt to something more in-line with your brand (e.g. ACME Training Guides).

  • Display Name (2) - Name of the application that your customers will build guides on (e.g. Alpha CRM). This name will appear inside the Application section of Adopt.

  • Brand logo (4) - Replace the Pendo chevron in the left hand navigation bar.  The Brand Logo field is located inside the Partner Brand Settings box. Simply click the "Upload Image" button and select an image that is at least 166px by 66px.

  • Brand Color (5) - Changes your primary color that is used throughout the user interface.

  • Primary Color (6) - Changes the color of your Application in the drop down menu in the Adopt UI.

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Provisioning Adopt For Your Customers

  1. Log in to Pendo, click "Settings" in the Navigation and select "Adopt Settings.”

  2. Navigate to the "Manage Organizations" tab. The Manage Organizations tab has changed in a few key ways in Adopt v2 compared to Adopt v1. The Primary Contact (1) tab is new, and the “Admin” column has been removed. Also, “Account Display Name” has been changed to Organization Name (2).

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  1. Hover over the “Manage Apps” option in the far right column. The Manage Apps page gives Partners the ability to toggle on/off their Applications, Analytics, and Resource Center.

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  1. Search for the AccountID of the account for which you want to provision Adopt.

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  1. Toggle on Adopt Status. This will give you the option to Enable Organization.

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Below is a screenshot of the Enable Organization modal that will appear after clicking Adopt Status.

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  1. Enter the Primary Contact Email (1) by inputting their email address, First Name, Last Name, and Organization Name. Once enabled, the newly defined Primary Contact will receive an email to set up their account and log in.

Note: Primary Contact email addresses will stay present in the Manage Organization tab and are only accessible by Pendo Users with the Adopt Manager permission set. Make sure that any users with the Adopt Manager permission are correctly trained to appropriately handle customer data (e.g. Personally Identifiable Information).

Disabling Adopt For Your Customers

  1. Log in to Pendo, click Settings > Adopt Settings.
  2. Navigate to the "Manage Organizations" tab
  3. Search for the AccountID of the account for which you want to provision Adopt
  4. Toggle off "Adopt Status" which will have you confirm whether you'd like to "Disable Organization".

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Switching Between Applications

If you're a member of multiple accounts under the same application, you can access your different accounts by first clicking on the application name in the top left hand corner of the screen and then clicking the dropdown down box. Afterwards, select an account. You will then be redirected to the chosen Account under the selected application.

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Change Account Admin

  1. Any Admins can change any existing users to become Admins and/or add additional team members to be Admins by going to "Settings" (1) in Adopt and then clicking on, "Team" (2) and then hovering over the "notepad/pen" button (3) to edit "user permission settings." You can also click on "Invite User" (4) on the top right to add an "Admin."

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  1. Then input the new administrator's email. You can have more than one Admin. 

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