Partners' Guide: How to Create a New Customer Company
When you're ready to introduce the Platform to your customers, MSP Account Managers can create new customer companies on the platform in just a few minutes. 🚀
Watch our video tutorial:
How to Create a Customer Company:
Step 1: Create the Company
- Login and access your Partner( Parent) 'Admin dashboard'.
- Navigate to your 'Company' section.
- Click on the 'Actions' button located in the top right corner.
- Select 'Create Company' from the drop-down menu.
- Select the 'Customer' button and fill in the requested company information.
- Select the 'Premium' license type and specify the number of licenses required.
Note: When creating a 30-day Free Trial Company, remember to select the 'FREE' license type. For detailed instructions on how to set up a Free Trial, explore this guide: Partners' Guide: How to Create a 30-Day Free Trial. 🧐
- Provide Information for the Company Manager. This individual automatically becomes the default company manager.
NOTE: Public domain email addresses are not accepted (@gmail.com, @outlook.com, etc)
- Click ‘Save’ to proceed.
- After the creation of a new Company, the Customer company will automatically be displayed under the parent company, beneath 'Customers'.
🔔Notifications
The Company Manager will receive an automated 'Manager Welcome Email' notification, guiding them to set up their login and password.🔐
Premium Licenses:
- Ordering Licenses: MSP Partners can easily order licenses and add learners on behalf of their customers.
- How it Works: On company creation, licenses can be ordered based on the Purchase Order provided. Utilize the platform's multi-tenant system for manual assignment, maintaining complete control over any company customer created beneath them.
For detailed instructions on how to order licenses, explore this guide: Partners' Guide: How to Order New Premium Licenses. 🧐
For detailed instructions on how to add users, explore this guide: Manager's Guide: How to Add New Learners🧐