This article provides the recommended steps for setting up a new customer account in the Cloud Marketplace. These steps do not need to be completed in a single session and may vary depending on the specific service and access needs of the customer.
- ☐ Create the customer Company on the Companies page.
- ☐ Assign one or more Pricelists to the new company. Pricelists can be assigned via the following methods:
- During the new company creation process
- In the Pricelists tab on the Company Details page (Allows for the assignment of multiple pricelists to a company).
- In the Company Assignments tab on the Edit Pricelist page (Allows for the assignment of a pricelist to multiple companies).
- ☐ Create any Users needed within the company (if you would like to allow the customer to manage their own products and services) on the Users tab of the Company Details page.
- ☐ Complete any off-site vendor setup requirements. Some vendors will require initial setup processes before they can be enabled in the Cloud Marketplace. Some examples include:
- Microsoft Subscriptions – If your new customer already has an existing tenant, ensure they have approved a Partner Relationship with both your Indirect Reseller and Indirect Provider.
- Sophos – Ensure your customer’s tenant has been set up in Sophos Central Partner.
- ☐ Enable the desired Vendor services for the customer on the Vendors tab of the Company Details page. Note that some vendor provisioning processes may require time to complete and services may not be available for immediate purchase.
- ☐ Purchase the desired services and subscriptions from the Services tab of the Company Details page.