Business Subscriptions
What is a Business Subscription?
A Business Subscription is a paid subscription within Profit Navigator. When your Alliance Partner account is initially created, you are provided with two free business accounts: Your primary account and a test account. When you subscribe to Profit Navigator, you are provided an additional 10 business licenses that you may use with your clients' businesses.
Alliance Partners: Create a new Business Subscription
For Alliance Partners, each business you create must have an associated Business Subscription. Within the Business Selection section, you will have a button that will allow you to create a new business and associated subscription.
When you want to create a new Business Subscription within Profit Navigator, click on the "Add a New Business" button and a form will appear with 4 section:
- Business Owner
- New Business
- Card Holder Account Details
- Payment Information
The Business Owner should specify the owner of the business you are creating the subscription for. Be sure that the email address and phone number for this member is correct. Once the new business is created, the owner will receive an email from Profit Navigator with a welcome email containing a one-time-use password. This member will be given the Business Owner Role, but you will be designated as the Logical Owner.
The section for New Business should provide the details about the business you are creating the subscription for including the business name, address and phone number.
The section for Card Holder Account Details should provide the information for the credit card account holder, typically you, but you can use a business credit card issued to another person in your business - you must have permission to use the credit card.
The Payment Information section provides entries for credit card type, number, expiration date, ccv and the ability to save the credit card information for later use.
- NOTE: We do not save credit card information on our servers. Our payment provider (Authorize.net) can store your credit card payment information as a "Profile" within their system in order to make creating new Business Subscriptions easier later. We have no idea what your credit card number is and can not provide you with those details. For each subscription, an invoice number will be generated that you can refer to for questions about billing.
