This guide explains how to remove a user who has the role of legal representative within an Organization on the Manager Infomaniak, which requires appointing a new legal representative beforehand.

Change the legal representative of an Organization

To do this, familiarize yourself with the guides below in order:

• Add a new user with the role legal representative in the Organization…
• … or assign the legal manager role to an existing user in the Organization.

Once a new legal representative has been added:

• Remove the former legal representative from the Organization.

This guide explains how to be notified by email of the expiry of a product, at different intervals that you can configure in order not to unnecessarily be saturated with messages.

Check the configuration of billing messages

Enable or disable renewal emails

Click here to access the configuration/accounting page on the Infomaniak Manager (Need help?).

On this page, enable or disable the option I would like to receive reminder emails before the renewal deadline :

If the option is enabled, then choose the frequency at which e-mail reminders are sent (up to 2 months in advance).

Enable or disable automatic renewal e-mails

The second block allows you to configure notifications relating to the automatic renewal option of your products:

• E-mail reminder before the date of automatic renewal of a product (J-14 before maturity).
• E-mail confirmation of renewal and automatic debit.
• Notification when issuing your invoices.

This guide explains how to create a call for tenders as an Infomaniak Client in need of support, how to remove the request if you have found a solution, and how an Infomaniak Partner can respond to this call for tenders.

Create a call for tenders

Here is the process that takes place when you want to complete a call for tenders:

1. Click here to access the tender submission page.
   • It is a free service that allows you to address your need to all Infomaniak Partners who wish to receive this type of request.
2. Once your call for tenders has been sent, each Partner concerned receives a message with an extract from the call for tenders.
3. It is proposed to consult your full call for tenders on a dedicated interface within its Partner account on the Manager Infomaniak.
4. If it is still valid (see below), the Partner displays your call for tenders and discovers your contact details.
5. He can then make you a proposal tailored to your needs and you decide on the follow-up to be given to the file:
   1. Collaborate with the Partner (become a customer at Infomaniak e.g.) and in this case you can delete the call for tenders (see below).
   2. Wait to receive other proposals over the days.

Delete the current call for tender

When you submit a call for tenders, you automatically receive an e-mail to your contact address:

• This e-mail contains a link to cancel your call for tenders.
• Be careful the effect is immediate.
• It will no longer be visible on the interface available to Infomaniak Partners.

This guide explains how to regain access to Infomaniak services (manager.infomaniak.com and mail.infomaniak.com among others) in case of issues with the mobile app kAuth (application for iOS/Android smartphone or tablet) if you chose this security method when activating 2FA (two-factor authentication).

Before changing your mobile device

If you plan to change your iOS/Android device on which the kAuth app is installed, before doing so‍:

• Log in one last time with 2FA on the Infomaniak Manager.
• Temporarily remove security (or change the verification method to receive a code by SMS, for example).
• Then, on the new device, install and open the mobile app kAuth to re-authenticate with 2FA via kAuth!

After changing your mobile device

If it's too late and you didn't follow the method above, check in the mobile app kAuth to see if your account is still present; it may be that you are no longer receiving the notification requesting connection authorization YES / NO and in this case:

1. Open the mobile app kAuth (app for iOS/Android smartphone or tablet) on your device.
2. Tap on the relevant account.
3. Note down the temporary code that appears.
4. Enter this code on the login page for the Manager.
5. Once logged in, disable two-factor authentication.
6. Then reconfigure the double authentication by choosing kAuth and adding your account to the mobile device which will reactivate the notifications.

If it's too late, and no account is displayed in the mobile app kAuth, there's no point in calling Infomaniak or adding your account in the app (without having followed the first explanation at the top of this guide), the registration will loop since a code will be requested...

And in this case, no choice, you will have to provide a certain number of security elements manually or via the app Infomaniak Check (kCheck) to regain access to your account:

1. Click here to access the Infomaniak Manager login page.
2. Enter the username and the correct password.
3. When prompted for additional authentication, click on the alternative methods:
   
4. Choose to enter one of your backup codes if you had downloaded the sheet when activating 2FA:
   
5. Otherwise, select the last option to request help to access the form allowing you to submit your ID documents and recognition selfie:
   
6. Follow the procedure to the end and wait:
   

This guide concerns the management of application passwords from the Infomaniak Manager.

Preamble

• Application passwords allow you to establish an authenticated connection between certain tools & services even if two-step verification (2FA authentication) is enabled.
• To synchronize, for example, contacts & agendas of your Infomaniak account with a mobile device or a messaging software/client, perform the actions presented in the guide below to generate a new password specific to this application.
• It is possible to generate several specific passwords (e.g., 1 for the contacts and 1 for the calendars) or to use the same one for synchronizing both services.

Create an application password

To do this:

1. Click here to access the application password management on the Manager Infomaniak.
2. Click on Generate an application password:
   
3. Enter a name for the application password in the dialog box, then click on Generate an application password:
   
4. Copy and save the generated application password in a secure but accessible location, it will no longer be accessible once the window is closed.

Revoke application passwords

In the same place, you can delete one or more application passwords when they are no longer needed:

1. Click on the action button ⋮ to the right of each password and revoke it…
2. or on Revoke All at the top of the table:
   

This guide explains how to manage tags (or labels) on your products in the Infomaniak Manager.

Introduction

• Tags are useful for adding short and colorful information to quickly organize and locate your products on the Manager Infomaniak.
• They are visible to all users who have access to the products on which the tags are placed.

Add or modify a product tag

To do this:

1. Click here to access the Infomaniak Manager.
2. Search for or display the desired product.
3. Click on the ‍ or directly on an existing tag in the Tag column:
   
4. Click in the field to display the existing tags or enter the desired tag name.
5. Choose a tag color if necessary.
6. Click on the button to create the tag if necessary.
    

Manage tags in the Manager

To find all existing tags in the Organization, rename them or delete them:

1. Click here to access tag management on the Manager Infomaniak (need help?).
2. Click on the action menu ⋮ to the right of the relevant item in the displayed table to edit or delete a tag:
   
3. A blue button allows you to add more (they will not be assigned to any product until the steps of the guide above are followed).

This guide explains the specifics related to payments for Infomaniak services and the rights that follow.

Preamble

• When purchasing domain names or other web services, it is crucial to understand the rights and responsibilities that arise from the payments made.
• Confusion can arise between the person who pays for a service and the person who holds the rights to the service.

Paying for a service does not confer ownership

It is important to understand that taking on the payment of bills related to a service or product does not automatically confer property rights over it.

For example, funding a phone subscription for someone else does not grant you ownership of that subscription; paying for a car purchase does not automatically give you permission to drive it.

Similarly, paying for a domain name does not necessarily mean you become the owner, especially if the associated details are not in your name, which can happen notably if there has been a product transfer between Organizations.

A domain name can be managed on the Manager (Infomaniak administration interface) by a user within an Organization XYZ and belong to a completely different user not even in Organization XYZ, while being paid for by a third party, a Partner registered with Infomaniak.

Infomaniak, like other web service providers, clearly states in its Terms of Service that payment for a service by a third party does not imply transfer of ownership. In case of dispute, the client (or the person whose name is associated with the service) remains solely responsible for resolving the dispute.

Check all current details

To avoid any confusion, make sure that the details associated with any web service or domain name that you pay for are in your name if you wish to hold the rights to it.

Check the details:

• of your Infomaniak profile
• of the Organization you belong to
• of billing
• related to a possible domain name

In case of a dispute, first contact the service provider to clarify rights and responsibilities. If necessary, consult a legal advisor to obtain appropriate advice.

Understanding the differences between paying for a web service and owning it is essential to avoid conflicts and misunderstandings.

This guide concerns the authentication tokens or tokens, which are used to verify the identity of the application and to grant it specific permissions to interact securely with the features and data of the API.

Preamble

• Authentication tokens or tokens serve to verify the application's identity and grant it specific permissions to securely interact with the features and data of the Infomaniak API.
• There is no limit to the number of tokens you can create.
• The duration of an access token is "unlimited" by default, but it is possible to set a custom duration at its creation.
• Warning, if no call is made with the token for a year, it is automatically deactivated; it will then be necessary to generate a new one.

Manage Infomaniak API tokens

When creating an API token, you will be able to select the application and the scope accessible by the token (to match your current needs and project).

For this:

1. Click here to access the management of your product on the Manager Infomaniak (need help?).
2. Click the blue button Create a token.
3. Select the appropriate product from the dropdown menu according to your current need and project.
4. Choose a validity period.
5. Click on the blue button Create a token.
6. Enter the password to log in to the Manager as requested.
7. Copy the token to a safe place - it will no longer be accessible after that.

Application example: token for the Newsletter API

This guide is intended for Infomaniak clients with a company registered in a European Union (EU) country and details how to enter or modify your European VAT number to have it appear on your Organization's Infomaniak invoicing.

Preamble

• EU companies can benefit from intra-Community VAT exemption by providing a valid VAT number within the EU.
• For a Swiss company, this number is not applicable, as Switzerland has its own distinct tax system from that of the EU. Swiss companies are generally subject to Swiss VAT and do not benefit from the European intra-community VAT exemption.

Specify a VAT number during registration

During registration:

1. Click here to access the registration and creation of an Organization.
2. Select Company when choosing the type of entity.
3. Specify the country concerned and your company's VAT number:
   
4. Complete the Organization creation process.

Add a VAT number to an existing Organization

To add or modify the VAT number:

1. Click here to access the management of your Organization's details on the Infomaniak Manager.
2. Fill in the field VAT number:
   
3. Read and check the box for the general terms of use, then click on Save.

You can also edit the billing address(es) and modify the VAT number from there.

This guide explains the differences between the two possible methods of payment within a partnership ( with full access granted to the partner).

Indeed, in the context of the addition of Partner for the management of your products, if you grant of All Rights, you will have to decide whether to also entrust them with the entire billing part.
 

Methods of payment ...

...of the customer

In this case:

• Customer manages invoicing and settles orders and renewals made by Partner
• The Partner:
  • Pays the public price and will receive a cashback in their account based on the benefits they receive as a Reseller Infomaniak
  • Also receives income (reimbursement) for all orders and renewals made directly by their customer
• Invoices will only be accessible within the Customer's organization, and the Partner will not have access to them.
• The products will be installed directly within the customer organization

...of the partner

In this case:

• The partner
  • Manages invoicing and adjusts orders and renewals made for its customer
  • Benefit directly from discounts to resellers when ordering and renewing on behalf of their customer
  • Also receives income (reimbursement) for all orders and renewals made directly by their customer
• Invoices will only be available within the Partner's organization, and the Customer will not have access to them.
• The products will be installed directly within the customer organization

Change the method of payment

In granting full access to a partner, the Customer may change the type of payment method used in the partnership at any time:

1. Log in to the Manager of Infomaniak (manager.infomaniak.com) from a web browser like Brave or Edge
2. Click on Partner in the left sidebar menu
3. Click on the name of the partner concerned:
   
    
4. Click on the pencil icon at the top of the page to the right of Payment::
   
5. Edit and verify desired information

The Partner will receive an email notification of the change.

Also take note of this other guide.