To handle projects for your clients, such as setting up a website, you have to create the clients in the Partner Portal. Domains, contracts, and tasks can be assigned to them for easier project and order processing. This is especially helpful if you take over the administration of order-related IONOS products for your customers.
Creating Customers Manually
To create a customer in your Partner Portal, simply follow these steps:
- Log in to the Partner Portal.
- Click on Customers > Add Customer in the left navigation menu.
- Fill out the fields and complete your entry by clicking Save.
Transferring Customer Data from Requests
As soon as your partner profile has been registered by IONOS for the Partner Network, customers can write to you directly using the Contact them now button integrated there. These contacts are displayed centrally on the Requests tab in your Partner Portal.
In the detailed view of a request, you can use the Add Customer button to use the specified data for a customer creation or assign it to an existing customer. These requests are permanently assigned to the corresponding customer.
Access Approval by the Customer
Once logged in to their IONOS account, interested parties can also send a request for full or partial access directly via their Partner Profile. The number of invitations you have received are displayed next to the menu item Customers.
Click Customers in the navigation menu on the left to view the invitations in more detail. With the Connect Customer button, you can transfer the customer's information to help further with collaboration. Optionally, you can either create a new customer or assign the access authorisation to an existing customer.
With the Reject invitation button, you can discard the request and inform the interested party about it by email. If desired, you can add a personal message to this standard email.