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This guide explains how to enter or modify your European VAT number to appear on Infomaniak invoices for your Organization. Registered companies can enter their tax identification number to remove tax charges from their future invoices.
Specify a VAT number during registration
During registration:
- Start creating an Organization from https://welcome.infomaniak.com/signup
- When choosing the type of entity, select Company
- Specify the country and the VAT number of your company
- Complete the Organization creation process
Add a VAT number to an existing Organization
To add or modify the VAT number:
- Log in to the Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Edge
- Click on Settings in the left sidebar menu
- Click on My organization in the secondary sidebar menu
- Click on the blue Edit button (next to the name of your Organization on the page)
- Fill in the VAT number field
- Read and check the terms and conditions box, then click Save
You can also edit the billing address(es) and modify the VAT number from there.
This guide explains the differences between the two types of possible payment methods within a partnership (with full access granted to the Partner).
Indeed, in the context of adding a Partner for the management of your products, if you grant full rights, you will need to decide whether to also entrust them with the entire billing part.
Payment methods ...
... of the client
In this case:
- The Client manages the billing and settles the orders and renewals made by the Partner
- The Partner:
- Pays the public price and will receive income (cashback) into their account based on the benefits they receive as an Infomaniak reseller
- Will also receive income (cashback) for any order and renewal made directly by their client
- Invoices will only be accessible within the Client's organization, and the Partner will not have access to them
- Products will be installed directly within the Client's organization
... of the partner
In this case:
- The Partner
- Manages the billing and settles the orders and renewals made for their client
- Directly benefits from reseller discounts when ordering and renewing on behalf of their client
- Will also receive income (cashback) for any order and renewal made directly by their client
- Invoices will only be available within the Partner's organization, and the Client will not have access to them
- Products will be installed directly within the Client's organization
Modify the payment method
In the context of granting full access to a Partner, the Client can change the type of payment method used within the partnership at any time:
- Log in to the Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Edge
- Click on Partner in the left sidebar menu
- Click on the name of the relevant Partner directly
- Click on the pencil icon at the top of the page (in the Payment section)
- Modify and verify the desired information
The Partner will receive a notification of the change via email.
Also read this guide (click here).
This guide explains how to give access to a Partner (among the partners referenced by Infomaniak) to the products of your organization present on the Infomaniak Manager, which is the interface for managing your products.
Prerequisites
- the request must be made from an account with a Legal Representative role in your organization
As a Client, Add a Known Partner
To authorize a Partner's access to some of your products:
- log in to the Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Edge
- click on Partner in the left sidebar menu
- click the blue Add a partner button (top right)
- enter the name or email address of the Partner to whom you will grant access
- tick the box to select the Partner from the search results
- click the blue button to Continue
- the next step presents an important choice regarding the permissions granted to the Partner; the 2 possibilities are detailed below
Granting the Partner Access...
... Limited
Click the left button to choose to give the Partner Limited access:
- click the blue button in the bottom right to Continue
- click on the relevant product category and then, in the panel that opens, on the relevant product; repeat for all the different products you wish to grant access to:
- click the blue button in the bottom right to Continue
- an email is automatically sent to the invited Partner in which a link allows them to accept (or refuse) the management proposal
- once the proposal is accepted, the Partner Dashboard provides access to the Client's organization and the products to which access has been granted
... Full
Click the right button to choose to give the Partner Full access:
- click the blue button in the bottom right to Continue
- the Client must choose whether to also entrust their wallet to the Partner (read this guide if necessary)
- click the blue button in the bottom right to Continue
- an email is automatically sent to the invited Partner in which a link allows them to accept (or refuse) the management proposal
- once the proposal is accepted, the Partner Dashboard provides access to the entire Client organization
Note
- the current invitation can be resent or deleted before its acceptance by clicking on Partner in the left sidebar menu of the Client's Manager (point 2 at the very top of this guide)
- if the Partner was already linked to the Client's organization before the invitation, such as an external user, their status is updated once the partnership begins
- the Partnership can be terminated at any time
This guide addressed to Infomaniak Partners details the very useful accounting function allowing you to export billing information related to Managed Clients.
Exporting the Managed Clients Information File
To access the Managed Clients page:
- Log in to the Infomaniak Manager (manager.infomaniak.com) from a web browser such as Brave or Edge
- Click on Reseller Area in the left sidebar menu
- Click on Managed Clients in the left sidebar menu
- Click on the Download button (top right of the Managed Clients table) to encompass data from all your Managed Clients
- Choose the type of history to export
- Choose the period to include in the exported data and confirm
- Click on the blue Export button to initiate the download of the data into a CSV file (.csv format)
- To export data from only a portion of your Managed Clients, click on the checkboxes next to the relevant Clients and activate the export from the menu that appears at the bottom of the page:
Question: do you have a whistleblower protection policy?
Answer: Yes, Infomaniak has a whistleblower protection policy. You can find additional information at the following address: https://news.infomaniak.com/en/security-and-data-protection/
Learn more
This guide concerns Infomaniak authentication tokens, or tokens, which are used to verify the identity of the application and grant specific permissions to interact securely with Infomaniak's API features and data.
Generate an Infomaniak API Token
Authentication tokens or tokens are used to verify the identity of the application and grant specific permissions to interact securely with API features and data.
To access the Infomaniak API, it is necessary to generate an access token. Its default duration is "unlimited," but you can set a custom duration upon creation.
Be aware that if no calls are made with the token for one year, it is automatically disabled. In this case, you will need to generate a new one. There is no limit to the number of tokens you can create.
During creation, you can choose the application and scope accessible by the token to match your current project needs.
Add / Retrieve a Token
API keys are managed on this page in the Manager:
To do this:
- Click the blue Create a token button
- Choose the appropriate product from the dropdown menu according to your current needs and project
- Choose a validity period
- Click the blue Create a token button
- Enter your Manager login password as requested
- Copy the token securely - it will no longer be accessible after this step
Example application: token for the Newsletter API
This guide covers data protection regulations in Switzerland and Europe and the measures taken by Infomaniak to secure your customer data and data within Web hosting and Mail Services.
FADP & GDPR
In Switzerland, the FADP (Federal Data Protection Act) and the nFADP (for the "new Law" in force since September 2023) protect the privacy of residents by regulating the collection and processing of personal data by organizations.
On the other hand, the GDPR (General Data Protection Regulation) of the EU, in effect since May 2018, affects global companies handling the data of European residents, including in Switzerland. While the FADP applies to Swiss residents' data, the GDPR covers EU residents. Swiss companies managing European data must comply with GDPR requirements, including appointing a Data Protection Officer and conducting Impact Assessments for high-risk processing.
Your Role as an Infomaniak Client
Regarding the data you host that belongs to you, and if it involves personal data of your visitors, contacts, and customers, it is your responsibility to ensure compliance.
When processing personal data, it is important to inform users about how and why the data is processed. This is typically done through a privacy policy.
A GDPR certificate (in PDF format) can be generated and downloaded from the Manager (accessible to organization owners or administrators):
- Click here to manage DPA on the Infomaniak Manager (need help?).
- Click on the Generate button to download the customized PDF document:
Here are some tips on this topic:
- Inform about all data processing, not just those related to the website.
- Ensure easy access to the privacy policy on the website, for example, in the footer of each page.
- Generally, user consent is not required for privacy policies (e.g., for forms); it is enough to indicate where the policy can be found (example Site Creator).
- Keep in mind that new, more detailed information rules may require adjustments to existing privacy policies.
It is crucial to distinguish between the security of the infrastructure where your data is hosted and the management and implementation of data on your side. As a host, Infomaniak acts as a processor for your GDPR obligations. In this context, its privacy and cookie policies, as well as its terms and conditions, provide the necessary assurances regarding its compliance as a processor.
Infomaniak's Role
Like companies working with user data, Infomaniak must comply with both FADP and, because some users are European citizens, GDPR as well:
- the data privacy policy details the data Infomaniak retains to provide and execute its services
- the policy on protecting your personal data outlines Infomaniak's commitments as a processor hosting all your data, including personal data
These commitments, outlined in the general and specific terms, include the following:
- keeping your data within data centers exclusively located in Switzerland and never transferring your information outside these infrastructures
- applying strict security standards and constantly improving processes to ensure a high level of security across all services
- promptly informing you in the event of a data breach
- maintaining transparency with you when Infomaniak uses subcontractors who may process your data
- strengthening and developing physical security measures to prevent unauthorized access to the infrastructure where your data is stored
- implementing physical and/or logical isolation systems (depending on the services) to separate the hosting of different clients; additionally, Infomaniak conducts annual intrusion tests to ensure data separation between clients
- demonstrating great responsiveness in updating security systems under its responsibility
Manage cookies on infomaniak.com
When you visit the infomaniak.com page, you must choose whether to accept certain cookies. To modify this choice later, access your preferences from the footer of the site:
This guide deals with issues that may arise when using Infomaniak applications (such as kChat, kDrive, kAuth, etc.) or tools (like config.infomaniak.com, the Infomaniak Manager, etc.) with outdated hardware (OS, browser, devices, etc.). For example, it may not be possible to comfortably access Infomaniak services with an iPhone 5s or 6 running iOS 12.
Technologies Used by Infomaniak
Many web tools developed by Infomaniak use Angular. The need for up-to-date or recent hardware to run the applications is not specific to Angular itself but rather a general requirement for running any modern web application. Here are some reasons why up-to-date hardware is often necessary:
- Modern Browser: Angular uses advanced features of modern browsers to provide an optimal user experience; older browsers may not support these features or may not support them optimally, which can lead to compatibility and performance issues.
- Performance Optimization: Newer browsers are generally optimized to execute JavaScript code faster and to handle complex graphic rendering more efficiently; Angular applications can be quite complex and leverage these optimizations to provide a better user experience.
- Security: Older browsers may have known security vulnerabilities that could be exploited by attackers to compromise the security of the web application; newer browser versions tend to address these vulnerabilities and offer a higher level of security.
- Standards and Compatibility: Newer browser versions are typically compliant with the latest web standards, which means they are more compatible with new technologies and the latest HTML, CSS, and JavaScript specifications used by frameworks like Angular; using an outdated browser can lead to rendering issues or missing features.
- Support for Modern APIs: Newer browsers support modern APIs that allow developers to access advanced features such as geolocation, camera, push notifications, etc.; Angular applications can integrate these features to offer richer and more interactive user experiences, but these features rely on browser support.
This guide explains how to enable or disable dark mode on your operating system (macOS / Windows) since the Infomaniak tools' "automatic" theme setting (image below) is based on the Dark mode or Light mode setting of the OS:
Managing Dark or Light Mode
on macOS
- Click on System Preferences...
- Click on Appearance and choose Dark mode on the right
on Windows
- Open the Start menu
- Click on Settings
- Click on Personalization then Colors
- Click on Dark
This guide explains how to terminate a partnership between a Client and a Partner as part of the Infomaniak Partner Program.
Stop the Partnership
... as a Client
To do this:
- Log in to the Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Edge.
- Click on Partner in the left sidebar menu.
- Click on the action menu â‹® to the right of the relevant Partner in the displayed table.
- Click on Stop Collaboration
- Confirm the removal of the Partner for the first time.
- Finalize by entering the password for the Infomaniak account.
- The partnership has been successfully terminated.
... as a Partner
To do this:
- Log in to the Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Edge.
- Click on Reseller Area in the navigation menu on your left.
- Click on Managed Clients.
- Click on the action menu â‹® to the right of the relevant Client in the displayed table.
- Click on Stop Collaboration
- Confirm the removal of the Client for the first time.
- Finalize by entering the password for the Infomaniak account.
- The partnership has been successfully terminated.