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Add customers

Distributors can add both resellers and end customers. Resellers can add only end customers.

Required permission​

  • Distributor/reseller: Your DoiT account must have the Admin role.

Add a customer​

To add a customer (reseller or end customer):

  1. Sign in to the DoiT console.

  2. Select Customers from the top navigation bar, and then select Add customer.

    Tenants page

Step 1: Customer profile​

  1. Provide basic information of the customer profile.

    Customer profile

    • Select parent: Select the parent tenant in the hierarchy.

      • To add a reseller, choose its distributor as the parent.

      • To add an end customer, choose its reseller as the parent.

    • Domain name: The customer's primary domain.

    • Company name: The customer's company name.

  2. Select Save and continue.

Step 2: Invite admin user​

A customer must have at least one active Admin user to complete the onboarding process.

  1. Fill in the required information of the Admin user, including email, first name, last name, and job function.

    Invite admin user

  2. Select Save and complete.

    If you choose Complete later, you'll have an Invite admin user task in the onboarding process. You can resume the configuration from there.

If successfull, the invited user will receive a welcome email with an activation link.

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