Partners' Guide: How to Create a Customer Company
Ready to introduce the platform to a customer?
As an MSP Partner, you can create and onboard new customer companies in just a few minutes. 🚀
Watch our Video Tutorial:
How to Create a Customer Company:
Step 1. Create the Company
- Sign in to your Partner Admin dashboard
- Go to the Company section
- Click on the Actions button (top-right)
- Select Create Company from the drop-down menu.
- Select Customer as the company type
- Fill in the following details:
- Company Name
- Size
- Industry
- Country
- Default Language (select)
*The language you select will apply across phishing emails, training content, and system notifications -wherever translations are available.
Need for info? Visit our Localisation Guide.
Step 2. Assign Licences
- Select Premium as the licence type.
- Specify the number of licences required.
*A Premium license provides full platform access, unlimited training, and phishing campaigns for 12 months from the assignment date.
Creating a 30-day Free trial? Visit our Partners' Guide: How to Create a 30-Day Free Trial guide.
Step 3. Appoint an Admin Manager
Choose who will manage the Customer Company:
Internal Manager
- Enter the manager’s name and email address
- They’ll receive a Manager Welcome Email with setup instructions and a link to set up their login credentials.
External Manager
- Select a user from your organisation (Partner) to act as the admin Manager.
- Ideal if you plan to manage the customer as part of a fully managed service
*Once completed, click Save.
The new Customer Company will now appear under the Customer section in your Partner multi-tenant view.
After company creation, Partner Managers can:
- Add additional Internal Managers on behalf of the Customer.
- Appoint themselves as an External Manager within the Customer company
Need help? Visit our Partners' Guide: How to add Managers guide.
How to Manage Your Customer Account
Once the company is created, you can offer a fully managed service – setting up campaigns, adding learners, allocating licences, and more on behalf of your customers.
To access Manage Mode:
- Sign in to your Partner Admin Dashboard.
- Navigate to your Company section.
- Select the Customer you wish to manage.
- Click on the Actions button.
- Choose Manage Company to enter manage mode.
- Navigate to the customer's dashboard to:
- Add and manage learners
- Launch phishing or training campaigns
- Allocate or order licences
- Pull reports and monitor progress
Need more info? Visit these helpful guides:
System Emails - What Admins Receive
Email Type |
Recipient | Purpose |
| Manager welcome email | Internal Manager | Guides them to set up their password. |
| Licence assigned notification | Internal Manager | Prompts Manager to allocate licences to learners. |
| Licence expiry | Internal Manager | Alerts when licences are about to expire |
| Premium Training License Requested | Internal Manager | Sent when new licences are ordered, prompts Partner follow-up |
| Phishing campaign results | Internal Manager | Results of a phishing campaign that recently ended. |
| Training campaign results | Internal Manager | Results of a training campaign that recently ended. |