Partners' Guide: How to Create a 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:
- 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. 🧐
- Choose ' Internal' or 'External' Company Manager
- Select 'Internal' Manager: Populate Information for the internal customer company Manager. This individual automatically becomes the default customer company manager
- Select 'External' Manager: Select an external company manager from the dropdown menu. This allows an MSP Partner to appoint themselves as a manager within the customer company.
- Click ‘Save’ to proceed.
- After creating a new company, the customer company will automatically appear under the parent company, the 'Customers' section.
Notifications
- Manager Welcome Email: Email sent to company managers to set up their login and password.
For detailed guidance, explore our guide: Partner's Guide: Key Steps to Onboard Your Customers Effectively