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.

   

Step 1: Customer profile

1. Provide basic information of the 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.

   

2. Select Save and complete.

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