How to add a customer to the SysCloud's Partner Portal?

Step 1: Log in to the partner portal

Step 2: Click on "Add your first customer"

Step 3: Enter the name of the customer. Click on "Generate onboarding link". A unique onboarding link will get generated.

Step 4: Use the unique onboarding link to onboard the customer to SysCloud. The onboarding can be performed by the partner (if they are an admin) or the authorized administrator can use the link to onboard.

Note: The onboarding link expires after 24 hours. Please ensure that the onboarding is complete before the link expires or you can come back to the partner portal and regenerate the link.

Step 5: The customer will appear as a new row in the Partner Portal. The customer can be managed and account overview can be viewed from the portal