# Welcome to the Cloud Software Association Directory 1. How to login 2. How to navigate 3. How to invite coworkers 4. How to manage your listing ## How to login

How to Login

Go to [https://csa.partnerfleet.app/admin](https://csa.partnerfleet.app/admin) If you are not logged in you will see a login page. Enter your email address and the password you received in the email. ![](https://files.readme.io/1e47c5d-Screen_Shot_2022-08-05_at_1.32.31_PM.png)

## How to Navigate

How to Navigate

#### Dashboard * The dashboard give you quick links and some analytics around how you are performing in the marketplace. #### Partner Listings * This is where you will manage your listing and update data related to your listing. #### Partner Program * This will be where you submit any additional information to RedRoute such as tech reviews, app updates, etc. that are not related to the public listing. #### Settings * This is where you manage invites and details related to your organization

## How to invite coworkers

How to invite coworkers

To invite your co-workers, you need to click on the left sidebar **Settings** tab: Then click on the right menu **Invites:** ![](https://files.readme.io/904a2d2-Screen_Shot_2022-08-08_at_3.17.24_PM.png) Click **Create Invite**\ Now you just need your co-worker email and the role your co-worker will be set. ![](https://files.readme.io/1c3c600-Screen_Shot_2022-08-08_at_3.18.32_PM.png) Send them the invite code and they will be able to create a new account to log in ![](https://files.readme.io/37810ed-Screen_Shot_2022-08-08_at_3.10.43_PM.png)

## How to manage your listing

How to Manage Your Listings

Go to Partner Listings > Partner Pages 1. Click the Pencil Icon next to the listing you want to edit 2. Editing your Listing 1. If you don't have a draft you will have to click to create a new version 1. Click *Clone & Edit* 2. Make all edits to the content of your listing 2. If you have a draft version 1. Click the pencil icon 2. Make all edits to the content of your listing 3. Once you are ready to request approval click *See Partner Versions* 1. You can compare your version with the published version by clicking 2. If you are satisfied with your changes you can request approval by clicking the green button 4. Our team will review and approve or reject with comments. You may not have access to each of the below sections but see the details for each section you do have access to.

Details

This is where you will set the general content about your listing: #### Basic Information: * Name * Header Title * Logo * Header Image (If available) * Available On date * Description * Listing Tagline (Shows on Listing) * Tagline (Shows on Tile) #### Calls To Action: These CTAs render at the top of the page * Button Text * Button Type (URL, Lead Form(If applicable)) * Destination (If URL type) #### Pricing: This content only shows up if the larger Pricing section is available for your listing. * Pricing Details * two CTAs #### Data Flow Details: This content only shows up if the larger Data Flow section is available for your listing. * Integration Details * two CTAs #### Organization: * Categories - Select the categories your solution fits in best. * Filter Options - Which filters apply to your products

Lead Form

See the Lead section here.

Screenshots

A screenshot can be an uploaded png, gif, jpeg; they can also be youtube links. Select the type and upload an image or set the youtube url. * Image * Video URL * Type

Images

This is for a single highlight image on the profile that is separate from the screenshots above. Valid image types are: png, gif, jpeg

Filter Options

For each filter that matches your offering create a filter option record

Features

- Title - Image(png, jpeg, gif) (If applicable) - Details

Pricing

- Title - Price - Price Modifier (shows after the price such as "per month" or "annually") - Description - Features (One feature per line)

Permissions

* Object - This is the name of the data object in RedRoute * Data Flow Direction - Used to identify if this data is pulled in to RedRoute or pushed to RedRoute * Partner Object - This is the name of the data object in your system

Team

* Name * Title * Link Text * Link Destination * Bio * Image (png, jpeg, gif)

Benefits

* Title * Image(png, jpeg, gif) (If applicable) * Details

Services

* Title * Image(png, jpeg, gif) (If applicable) * Details

Next Steps

* Title * Image(png, jpeg, gif) (If applicable) * Details

Testimonials

* Name * Title * Quote * Image (png, gif, jpeg)

Resources

* Title * Link Text * Link * Image (png, jpeg, gif) * Details

FAQ

* Question * Answer

Associated Partners

* Marketplace (If you have more than 1) * Associated Partner (The partner you are associated with)