Partnership: adding a Customer to access its products

This guide explains how to add a Customer as part of the Infomaniak Partner Programme.

Prerequisites

• Only the legal guardians of the Organisation Partner are allowed to add Customers.

Add a Customer "under management"

To add a Customer as part of your Partner activity:

1. Click here in order to access your Clients under management on the Reseller Space of the Manager Infomaniak (Need help?).
2. Click the blue "Add Customer" button at the top right:
   
3. Follow the procedure to finish.

The customer will receive an e-mail with the request of the different accesses and will have the possibility to decide to grant different access rights from those requested by the Partner.

Once the invitation is accepted by a Customer, check the access rights granted and the means of payment used (if applicable) on your Customer's profile.

Access the Customer's account and its products...

... as a legal guardian or as a partner administrator

1. Click here in order to access your Clients under management on the Reseller Space of the Manager Infomaniak (Need help?).
2. Click on the icon on the right of the Client in the table that appears to access his Manager.
3. Click on the action menu ⋮ to the right of the Client concerned in the table that appears to access more options (such as the export of data to a CSV file (.csv format) e.g.:
   

... as a collaborator of the Partner Organisation

1. Click here in order to access the Manager Infomaniak.
2. Click on the chevron ‍ at the top left of your left side menu.
3. Click on the tab Clients.
4. Click on the Client relevant in the menu that appears to access its Manager Infomaniak: