Add a partner

This procedure shows how to add new partners using Admin Center.

Adding new partner accounts is a common task for administrators. To add a new partner:

  1. Navigate to the Partners view and click ADD.
  2. Use the view that appears specify the Profile, Services, Service plan and Branding settings. You must specify a name for the partner (Profile settings) and select a licensing model (Service plan settings).

    The services you enable will be available to customer accounts.

    We recommend adding contact information to the company profile (Profile > CONTACTS). Contact information ensures seamless communication and quick assistance whenever needed.

  3. Click SAVE & CLOSE.

    The new partner account appears in the Partners view.

    You must activate the account before users can log in and use the system.