Adding customers to your Pax8 Partner dashboard is a streamlined process initiated through the 'Customers' tab, designed to facilitate a smooth onboarding experience with a crucial delegated admin link.
Streamlining Customer Onboarding on Pax8
To effectively manage and provision services for your clients through Pax8, the first step is to establish a connection by adding them to your Partner dashboard. This process is intuitive, leveraging the platform's built-in tools to generate the necessary links for a secure and efficient setup. This ensures that you, as a partner, can seamlessly administer their services and expand your offerings.
Step-by-Step Guide to Adding Customers
Follow these simple steps to add your existing clients to your Pax8 Partner dashboard:
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Navigate to the Customers Tab:
- Begin by logging into your Pax8 Partner dashboard.
- Once logged in, locate and click on the 'Customers' tab. This section is your central hub for managing all your client relationships within the Pax8 ecosystem.
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Request a Relationship:
- Within the 'Customers' tab, you will find an option to select 'Request a Relationship'. This action is the trigger for initiating the customer onboarding process, signaling to Pax8 that you intend to connect with a new client.
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Utilize the Templated Email with Delegated Admin Link:
- Upon selecting 'Request a Relationship', the Pax8 platform will automatically generate a templated email. This email is critical as it contains a unique delegated admin link.
- This specific link is essential for successfully adding your customer to your partner dashboard, allowing Pax8 to establish the necessary administrative permissions and access for managing their services under your partnership.
Understanding the Delegated Admin Link
The delegated admin link is a core component of the Pax8 customer onboarding process. It serves as a secure bridge, granting you, as the partner, the necessary administrative rights to manage your customer's cloud services directly through the Pax8 platform. This link ensures that the customer's account is properly linked to your partner dashboard, enabling seamless provisioning, billing, and support for the services they consume.
Key Actions for Adding Customers
For a quick reference, here are the essential actions involved in adding customers to Pax8:
| Step | Action | Purpose |
|---|---|---|
| 1 | Navigate to 'Customers' tab | Access the client management section of your Pax8 dashboard. |
| 2 | Select 'Request a Relationship' | Initiate the secure customer onboarding workflow. |
| 3 | Utilize generated templated email | Obtain the unique delegated admin link needed for customer integration. |
