Reseller Team Members

Building Your Reseller Team

As your client portfolio grows, you will need colleagues to help manage operations, provide client support, and oversee compliance activities. GDPR4All supports team-based collaboration within your reseller organisation, with role-based access controls that ensure the right people have the right level of access.

This guide explains the two reseller roles available, how to invite and manage team members, and best practices for structuring your team.

Two Reseller Roles

Every user within your reseller organisation is assigned one of two roles. These roles determine what they can see and do within the reseller portal.

RESELLER_ADMIN

The Reseller Admin role provides full, unrestricted access to every aspect of the reseller portal. Users with this role can perform all administrative functions, including:

Client management — invite new clients, view and manage all client workspaces, monitor compliance status, and access client compliance data for support purposes.
Billing and pricing — create and modify billing plans, assign plans to clients, view invoice history, and manage subscription lifecycles.
Branding configuration — upload logos, set brand colours, toggle the "Powered by GDPR4All" badge, and manage all white-label settings.
DPO assignment — assign Data Protection Officers to client organisations, including external DPO designations. This is a powerful capability, as the assigned DPO gains elevated permissions within the client's workspace.
Team management — invite new team members, change roles, and remove users from the reseller organisation.
Contracts and agreements — generate, sign, and manage partnership and client service agreements.

When your reseller account is first created, the primary contact is assigned the RESELLER_ADMIN role. We recommend that at least two people in your organisation hold this role to ensure continuity of access.

RESELLER_MEMBER

The Reseller Member role provides operational access with sensible read-only restrictions on sensitive areas. Users with this role can:

View clients — browse the full client portfolio, view client details, and access client compliance data for support purposes.
View contracts — review partnership and client service agreements, including their signature status.
View billing — see billing plans, subscription statuses, and invoice history.

However, Reseller Members cannot:

Create or modify billing plans or pricing.
Change branding or white-label settings.
Invite or remove team members.
Assign DPOs to client organisations.
Sign or generate new contracts.

This role is ideal for team members who need visibility into your operations — such as account managers, support staff, or junior consultants — without the ability to make changes that could affect billing, branding, or legal agreements.

Inviting Team Members

Adding a new team member to your reseller organisation is a simple process.

Step 1 — Navigate to Team Settings

From your reseller dashboard, go to the Team Members section under your organisation settings. This page displays all current team members along with their role and the date they joined.

Step 2 — Click "Invite Member"

Click the "Invite Member" button to open the invitation form. Enter the new team member's email address and select their role (RESELLER_ADMIN or RESELLER_MEMBER).

Step 3 — Send the Invitation

Once submitted, the invited person receives an email with a secure link to join your reseller organisation. If they already have a GDPR4All account, they will be added to your organisation upon clicking the link. If they are new to the platform, they will be prompted to create an account first.

Step 4 — Confirmation

After the invited user accepts, they appear in your team list with their assigned role. You will receive a notification confirming that they have joined your organisation.

Managing Team Access

As your team evolves, you may need to adjust roles or remove members.

Changing a Team Member's Role

To change a team member's role, navigate to the Team Members section, find the user, and select "Change Role". You can promote a RESELLER_MEMBER to RESELLER_ADMIN or demote an admin to a member role. Role changes take effect immediately — the user's permissions are updated on their next page load.

Removing a Team Member

If a team member leaves your organisation or no longer needs access, you can remove them from the Team Members section. Click "Remove" next to their name and confirm the action. Removing a user revokes their access to the reseller portal immediately. Their actions are preserved in the audit log for accountability.

Viewing Team Activity

All actions taken by team members are recorded in the platform's audit log. This includes client invitations, billing plan changes, DPO assignments, and contract generation. As a RESELLER_ADMIN, you can review these logs to maintain oversight of your team's activities.

Practical Tips for Team Management

Structuring your reseller team thoughtfully from the start will save you time and reduce risk as your business grows.

Limit admin access. Not everyone needs the ability to change billing plans, configure branding, or assign DPOs. Reserve the RESELLER_ADMIN role for senior team members who are responsible for strategic decisions. Using the principle of least privilege reduces the risk of accidental changes to sensitive settings.
Use the member role for support staff. Account managers and support engineers who interact with clients on a day-to-day basis typically need to view client data and contracts but do not need to modify billing or branding. The RESELLER_MEMBER role gives them everything they need for client-facing work without exposing administrative controls.
Maintain at least two admins. If your sole RESELLER_ADMIN is unavailable — due to leave, illness, or departure — your organisation could lose the ability to manage billing, invite clients, or adjust settings. Always ensure that at least two trusted team members hold the admin role.
Review team access regularly. As people change roles within your organisation or leave entirely, their platform access should be updated promptly. We recommend reviewing your team list quarterly to ensure that only current, active team members have access.
Onboard new team members properly. When a new team member joins, walk them through the reseller dashboard, explain your client management processes, and clarify their responsibilities. A brief internal onboarding session — even 30 minutes — significantly reduces the learning curve and helps new team members become productive quickly.
Use descriptive role assignments during onboarding calls. When introducing your team to clients, explain who does what. Clients appreciate knowing who to contact for billing queries versus compliance support. Clear role definitions within your team translate into a better client experience.

By managing your team effectively and assigning roles appropriately, you ensure that your reseller operations run smoothly, securely, and at scale.