Add or Invite Customers

When you add a customer, you are responsible for reaching out to them contact and providing them with login details. We do not send them a welcome or invite email.

From the dashboard or the Customers page, click Add new customer.

Invite customer

Enter the following information on behalf of the customer:

  • Header row

    • Field
    • Description

  • Row 1

    • Company Name
    • Enter a business name for the customer.

  • Row 2

    • Contact Name
    • This is the person responsible for setting up the account. They will be the default Admin user in the new account.

  • Row 2

    • Contact Email Address
    • Enter the email for the contact listed above. This is the email where the invite will be sent.

  • Row 2

    • Billing Email Address

    • Enter the email address for the billing account that you want to associate with the customer.

      This should correspond to a billing account that you have already set up under Billing. For more information, see Billing accounts.

  • Row 2

    • Billing Phone Number
    • Enter a phone number for the billing account associated with the email you entered above.

Click Send invite. The customer receives the following email:

Dear <Contact Name>,

You have been invited to join the <Partner Company Name> self-service experience, powered by PacketFabric. Get ready to experience connectivity in a beautiful and automated fashion, the way you expect the cloud should be!

Power up your internal network or backbone, connect to and between your Cloud Service and SaaS Providers, and build your own secure, private ecosystem with others via our marketplace.

To complete the sign-up process, follow the link below to create your account. Then, click, create, and connect!

Connect Here: <Registration Link>

Previous invites

To view the status of previous invites, go to the Customers tab and select Invites. From here you can view a list of previous invites sent. Invites can have one of the following statuses:

  • Pending: An invite has been sent, but the customer did not complete their registration through the link sent. Click Resend Invite to send another email.
  • Accepted: The customer clicked the link in the invite and created an account.

Create customer

Enter the following information on behalf of the customer:

  • Header row

    • Field
    • Description

  • Row 1

    • General information
    • Start by filling out information about your customer’s company. They can later edit these fields from the portal.

  • Row 2

    • Physical address
    • Enter the physical address of the customer’s company.

  • Row 2

    • Technical contact
    • Enter an email address for the Technical contact. This email address will receive maintenance notifications.

  • Row 2

    • Billing contact

    • Enter the email address and contact for the billing account that you want to associate with the customer.

      This should correspond to a billing account that you have already set up under Billing. For more information, see Billing accounts.

Click Add Customer.

Updated on 04 Dec 2022