Datagate: Training Syllabus

Written by Marissa Orsini

Updated at May 30th, 2023

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Table of Contents

Scope Training 1

Scope

Intended Audience: White Label Partners

The following topics are will what will be discussed during the Datagate WLP billing training.

Training 1

Settings
1. Organizational Settings
2. Invoices
3. Tax Rates
4. Tax Codes
5. Payment Terms
Customers
1. Adding a Customer / Syncing with CW / Syncing with Autotask
2. Customer Export
3. Agreements
4. Service Items
5. Products
6. Sites
7. Assignments
8. Users
9. Notes
10. Invoices
11. Products Transactions
12. Usage
Product Templates
1. Adding a New Template
2. Edit Pricing on Existing Products
Reseller Users
1. How to Add a new User
Import Menu
Exceptions
1. Run Report
2. Report Explanation
Invoicing
Rate Cards
Customer End Portal

training program data security