Managing Adopt Customers

Overview

Adopt is a training-as-a-service and channel product that enables Pendo customers to extend guide and analytics 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 White-label Settings

1. Log in to Pendo, click "Settings" in the Navigation and select "Adopt Settings"
2. Navigate to the "White Label Settings" tab
3. Input the Following:
   1. Brand Name - this is the name of your company
   2. Product Name - this is your opportunity to re-name Adopt to something more in-line with your brand (e.g. ACME Training Guides)
   3. Application Display Name - this is the name of the application that your customers will build guides on (e.g. Alpha CRM)
4. You can also upload a logo and change your primary color that is used throughout the user interface

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
3. Search for the AccountID of the account for which you want to provision Adopt
4. Click "Enable" to open a modal prompting you for an email address
5. Invite the first Admin by inputting their email address. Once enabled, the newly defined Admin will receive an email to set up their account and log in.

Note: Admin email addresses will stay present in the Manage Organization tab and are only accessible by Pendo Admins 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" in the navigation and select "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. Click "Disable" and confirm

Once disabled, your customers will no longer be able to build guides on your application. If they still have access to other Adopt instances, they will no longer see your applications in the list.