Partners' Guide: How to Create and Onboard a New Customer Company

Bringing a new customer on board? 🎉 You can create their account and get the onboarding process underway in just a few minutes.

This guide will walk you through the initial setup and point you towards the resources you’ll need to get your customer configured, tested and ready to go.

In This Guide:

• Part 1: Create a Customer Company
• Part 2: Onboarding Your Customer
• Manage & Support Your Customer

Watch our Video Tutorial:

Part 1: Create a Customer Company

Step 1: Create the Company

1. Log in to your Partner Admin Dashboard.
2. Select Company from the left-hand menu.
3. Click Actions in the top-right corner and select Create Company.
4. Under Company Setup, select Customer as the company type.
5. Enter the company's basic details:

• Company Name
• Size
• Industry
• Country
• Default Language (optional) - sets the default language for phishing emails, training content and system notifications wherever translations are available.

Step 2. Assign Licences

1. Choose the licence type that best suits your customer:

• Premium: Self-managed 12-month full platform access. The customer or Partner manages and runs the annual security awareness programme. Unlimited training, phishing simulations and reporting.
• Managed:  Goldphish become your outsourced Security Awareness Manager. We set up and manage their 12-month Security Awareness Programme, including the training, simulations and reporting. You can sit back, add value, earn your margin and give your customer a fully managed programme without the admin.
• Free: Full platform access for 30 days. There are no feature or user limitations during the trial. The only limitation is the 30-day duration. This means you can add the customer's full team and get a proper baseline across the organisation before deciding on the next step.

2. Once you've selected the licence type, enter the number of licences required in the Amount field

Step 3. Appoint an Admin Manager

Next, you'll need to add a Manager for the customer account. You can choose between an Internal Manager from the customer's team or an External Manager from your partner team.

Option A: Internal Manager (Customer Team Member)

Choose Internal Manager if someone from the customer's organisation will manage the account alongside you.

• Select Internal Manager.
• Enter their name, email, and optional department, then click Save.
• The Manager will receive a Welcome Email with instructions to set up their login credentials.

Option B:  External Manager (Your Team Member)

Choose External Manager if someone from your partner team will manage the customer's account, and they don't need an internal Manager.

• Select External Manager.
• Choose the relevant team member from the dropdown.
• Click Save.

Once users have been added, you can enter Manage Mode to:

• Add yourself or another partner team member as an External Manager
• Assign Manager privileges to a customer user
• Add or change Managers

Step 4. Confirm Setup

Once the company has been created:

• The new customer will appear under Customers in your multi-tenant menu.
• You can enter Manage Mode to access and manage their account.
• Managed accounts will display a Managed tag next to the company type, making them easy to identify.

🎉 That's the account setup complete!

Part 2: Onboarding Your Customer

Creating the company is just the first step. Once the account is live, you'll want to make sure everything is configured and tested before launching the programme.

Part 3: Manage & Support Your Customer

If you ever get stuck or need some tailored help, we’ve got your back! Pop us a message via the in-app chatbot or drop us an email via support - we're happy to help! 😊