This FAQ is to assist CloudOak partners to add "dedicated" customers under their profile
For more information around Dedicated vs Managed customers please view FAQ00011 -Dedicated vs Managed Customers
Once the MSP is setup they can add Customers under their profile
Menu -> Setup -> Customers
- Click on "Add New"
Clicking "Add New" will bring up the screen below.
- Populate all fields and click save
- Click on the "create dedicated" button for dedicated or don't click in case of a managed customer.
- The End Customer will now receive a mail with their logon details and will be able to add People, Locations, Plans, Assets and more.