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:
Start the subscription: Activate the customer's subscription to begin using the account.
Switch to the customer account: Log into the newly created account to configure settings or manage users.
Invite more users: Add additional users who need access to the customer account.
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.