How to create a Company

This article provides the steps for creating a new child Company in the Cloud Marketplace.

There are two types of companies that can be created in the platform: Resellers and Customers. A reseller is a company that can contain child companies of its own. A reseller can create pricelists to determine what services will be available to those child companies and what their pricing can be, as well as generate reports to track service consumption. A customer is a company that can only consume services.

  1. Start by navigating to the Companies page by clicking on Companies in the left-hand menu.
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  2. On the Companies page, click on the New Company button.
  3. Select whether you are creating a New Customer or New Reseller company.
  4. Click the Next button to proceed.
     
  5. Enter the Company information. This will be the name, address, and details for the company you are creating. Click the Next button to proceed.
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  6. Enter the contact information for the company. Only the Primary Contact is required, but you can also enter an optional Technical Contact and Billing Contact for the company.
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    1. Reseller type companies also have the option to enter Support contact information. This information will appear to any of the reseller’s child companies when opening their My Company page.
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  7. (Optional) Select a pricelist to assign to the new company. Multiple pricelists can be selected, and you will receive a warning if the selected pricelists contain conflicting or duplicated products. You can also choose not to assign a pricelist at this time.
  8. Click the Create button to complete the process.