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Partner Portal: add a customer
Partner Portal: add a customer

Learn how to create a new customer account and invite the administrator

Updated today

How to Create a New Customer in the Partner Portal

Access the Customer List

When you log into the Partner Portal, the default view is your Customer List. From here, you can manage existing customers or create a new one.

Start Adding a New Customer

To add a new customer, click on + Add Customer in the top-right corner of the screen.

Fill Out the Required Fields

You will need to provide the following information:

  • Organization Name: The name of the customer's organization.

  • Admin Name: The full name of the person you want to invite as the administrator.

  • Admin Email: The email address of the person you want to invite as the administrator.

Note: The creator of the account will automatically be added as an administrator.

Finalize Account Creation

Once all fields are completed, click on Add Customer. The customer account will be created, and an invitation will be sent to the specified administrator email.

Next steps

Now the account is created, you can:

For detailed instructions on setting up the customer account, refer to our Getting Started Guide. These steps ensure the new customer account is fully set up and ready to use.

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