Managing Adopt Customers

Overview

Adopt is a training-as-a-service and channel product that enables Pendo customer to extend guide 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 that you want to provision Adopt for.
4. Enable
5. Invite the first admin by inputting their email address

Note: Admin email addresses will stay present in the Manage Organization tab and is only accessible by Pendo Admins with the Adopt Manager Permission set. Make sure that any users with the Adopt permission set are correctly trained in dealing with customer 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 that you want to provision Adopt for.
4. Disable

Once disabled, your customers will no longer have access to build guides on your application. They will still be able to log in to other Adopt instances if enabled; however, your applications will no longer show up in their interface.