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, select Customers from the top navigation mega menu.

2. On the Customers page, select Add customer.

   

Step 1: Customer profile

1. Provide basic information of the customer profile.

   

   • Parent organization: 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.

   • Company name: The customer's company name.

   • Domain name (optional): The customer's primary domain. Multiple customers can share the same primary domain. You can leave this empty during creation and set it later when editing customer information. The primary domain can only be set once. Make sure the domain is correct before saving.

   • Default currency: The default billing currency for the customer.

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 for the Admin user.

   

   • Basic information: email, first and last name (optional), job function.

   • Child tenant role (available when the target tenant has child tenants): Specify the role the admin user gets when accessing downstream tenants. This option allows permission cascading through the multi-tenant hierarchy without having to invite the user to each child tenant. For example, if an admin user is invited with a child tenant View Only role, that role automatically applies whenever the user navigates into a downstream tenant.

     Available options: Admin, IaaS Admin, View Only, None (explicitly denies child tenant access to the new user)

2. Select Save and complete.

   If you choose Skip it for now, you'll have an Invite admin user task in the onboarding process. You can resume the configuration from there.

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

Edit customer information

To update the basic information of a customer:

1. On the Customers page, locate the customer of interest, and then select Settings (the gear icon

   ) of the entry.

2. Review and update the information on the Overview tab.

   

   If the customer was created without a domain, you can set the domain name here. The primary domain can only be set once. Make sure the domain is correct before saving.

3. Save your changes.

Deactivate or reactivate a customer

To deactivate or reactivate a customer, open an expert inquiry.

When a customer is deactivated:

• The customer's console access is suspended.

• DoiT stops the customer's billing processing. Historical data is preserved.

• The Customers page displays a Deactivated status for that customer.

When a customer is reactivated, console access is reinstated and billing processing resumes.