Partner Portal

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 be 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. The link can be regenerated through the partner portal.

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.