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.