Creating a Reseller Partner Account

  1. To create a new reseller partner:
    • Go to Users & Licenses > Partners and click the Create Partner button.

    • Click the Create Partner shortcut () on the left of the screen.

    The Specify Account Information screen appears.

  2. Provide the following required account items for the partner:
    • Company

    • Company type: Select Reseller

    • City

    • State: Can also be the partner's region or province

    • Account name: Must be a unique value for the parent Tier 1 channel

    • User role: Set to "Administrator" (not configurable)

    • Contact person: Both the First name and Last name fields are required

    • Email address


    All other fields are optional.

  3. Click Next.

    The Assign service plans screen appears.

  4. Select the service plans to assign.
  5. Click Next.

    The Assign product/service licenses screen appears.

  6. If you want to allow this partner to manually refill the license pool, enable the License Pool refill check box.
  7. From the Trial Version or Full Version columns, specify the number of units to assign to each license.
  8. Click Save.

    A screen appears confirming that the account was successfully created.