Adding A Customer and Service
Customers can be onboarded via the Partner Management Portal.
Adding A Customer
Once logged in, selected Customers from the left side menu, then 'Add Customer' button on the right.
You will see the new Customer form:
The customer name and reference can be changed in the future. The reference is optional and for your own use.
Note a customer's brand cannot be changed in the future. A brand change would require a new customer to be created.
Adding A Customer Service Instance (e.g. Call Manager)
Once the Customer has been created you can then enable Services for that customer. A typical service instance to enable for a customer is Call Manager.
Select the List button from the Services column for your target Customer row.
You will then have the option to 'Add Service':
Finally complete the new Service form:
The service dropdown is a selector for both the service and region. e.g. Call Manager in the EU or US or other region available for your brand.
The license limit is only for your own internal usage and reporting. This does not limit the service usage.
The only required field is the External Tenant ID. This is the end customer's Microsoft Tenant ID. Typically you can use the 'Lookup Tenant ID' button to have the Partner Management Portal auto find this from their email address domain.
If the Invite Name and Email are left blank then no invitation will be sent to the administrator of the end customer to set the service up. It is recommended to enter the customer's Global Admin email address here.
Once Add Service is selected an email with an activation link is sent to the customer, this should be the tenant global administrator.
The global administrator will follow the Setup your account page, clicking 'Setup Now' and following the prompts:
Once complete they can invite additional users to the portal.
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