Partners' Guide: How to Create and Onboard a New Customer Company
Introducing a new customer? With a few clicks in your Partner Admin Dashboard, you can have them set up and onboarded in minutes. 🚀
Watch our Video Tutorial:
Part 1: How to Create a Customer Company
Step 1. Create the Company
- Sign in to your Partner Admin dashboard
- Go to the Company section > Click Actions > Create Company.
- Select Customer as the company type
- Fill in the following details:
- Company Name
- Size
- Industry
- Country
- Default Language ( optional)
The language you select applies across phishing emails, training content, and system notifications -wherever translations are available. See our Localisation Guide for more details.
Step 2. Assign Licences
- Choose Licence Type:
- Premium: Self-managed Security Awareness Programme. You will be billed under Premium terms.
- Managed: Fully managed by you for the customer. You will be billed under Managed terms.
- Enter Licence Count: Input the total number of licences required in the Amount field.
Creating a Trial? If you want to set up a 30-day free trial account instead, see our How to Create a 30-Day Free Trial guide.
Step 3. Appoint an Admin Manager
Option A: Appoint an Internal Manager
- Select Internal Manager.
- Enter the manager’s first name, last name, email address, and optional department.
- Click Save.
- This manager will receive a Welcome Email with setup instructions and a link to create their login credentials.
Option B: Appoint an External Manager
- Select External Manager.
- Choose a member of your partner organisation from the dropdown menu to act as an Admin Manager.
- Click Save.
If you appoint an Internal Manager during company creation, you can still enter Manage Mode later to appoint yourself as an External Manager. For step-by-step instructions, see our How to add Internal and External Managers guide.
Step 4. Confirm Setup in Dashboard
Your new Customer Company will now appear under the Customers section in your Partner multi-tenant menu.
Managed Customer accounts will display a "Managed" pill next to their company type to indicate managed status.
Part 2: Next Steps – Onboarding Your Customer
Once the company account is created, fast-track rollout by following our onboarding checklist:
👉 Follow this guide: Customer Quick Start & Onboarding guide
Need more info on how to add users? See our How to Add Users guide.
System Emails - What Managers Receive
| Email Type | Purpose |
| Manager Welcome Email | Guides them to set up their password. |
| Licence Assigned Notification | Prompts the Manager to allocate licences to learners. |
| Licence Expiry | Alerts when licences are about to expire. |
| Premium Training Licence Requested | Sent when new licences are ordered; prompts Partner follow-up. |
| Phishing Simulation Results | Results of a phishing simulation that recently ended. |
| Training Results | Results of a training session or series that recently ended. |