All Collections
Partner Portal
Partner Portal: add a customer
Partner Portal: add a customer
Updated over a week ago

The partner portal has access to features not available to the standard business user. One of which is the ability to create a new customer dashboard and invite an admin user.

You will begin by selecting the Customers option from the sidebar to the left.

In the Customer List, click on the yellow button Add customer

Lastly, fill out the required fields for the new customer: Organization name, admin name, and admin email. Click on Add customer and you have created a customer account. You will be added as an administrator to the customer account to help manage the dashboard.

And that's it! You have added a new customer to your partner dashboard. Your customer will now be able to add buildings, devices, and other users independently.

Did this answer your question?