Creating Customers or Sub-Partners

You can create new partners or customers or assign an existing customer to a partner.

  1. Log in to the Control Panel with your administrative credentials.
  2. Select a partner from the scope selection.
  3. Navigate to Service Dashboard.
  4. Select the tab Service Dashboard.
  5. From the list, select the partner you would like to create a customer or sub-partner for and click on the arrow on the right side of the partner.
    Figure 1: Select partner

    A menu opens.

  6. Click on Add child.
  7. Note:

    Under sub-partners, no other partners can be added, only customers.

    Under Type, select whether you want to add a partner or customer.
  8. Enter the data of the customer or partner:
    • For a customer, enter a valid top-level domain under Display name (domain) in the Control Panel.

    • For a partner, enter the name of the partner under Display name in the Control Panel.

  9. Enter the company name under Company.
  10. Select whether to assign the administrator rights for the new customer or sub-partner to an existing account or to create a new administrator account:
    • If you want to assign the administrator rights to an existing account, activate the checkbox Use an existing account as administrator account.

    • If you want to create a new administrator account, deactivate the checkbox Use an existing account as administrator account.

  11. To assign the administrator rights to an existing account, enter the email address of an existing user from the Control Panel under Email.
    Note:

    Start the email address with a lowercase letter.

    Figure 2: Set an existing account as an administrator account
  12. To create a new administrator account, proceed as follows:
    1. To create an administrator account for a sub-partner, enter the domain under which you want to create the administrator account under Domain of new partner's administrator.
      Note:

      If you are creating an administrator account for a customer, you have already defined the domain in the field Display name (domain) in the Control Panel.

    2. Enter the email address of the administrator under Email.
      Note:

      The email address must match the domain you entered previously.

    3. Under Password, set a login password for the new administrator.
      Note:

      Make sure that the password complies with the password policies of the parent partner.

      Important:

      The password is not automatically sent to the new administrator. Inform the new administrator of the password.

    4. Enter the first name of the administrator under First name.
    5. Enter the last name of the administrator under Last name.
    6. Enter the telephone number of the administrator under Phone.
      Figure 3: Create a new administrator for partners
      Figure 4: Create a new administrator for customers
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  14. Click on Create.
    Note:

    As soon as a new partner or customer has been added, the user who created the partner or customer will be notified by email. If the new administrator should receive this information, forward the information to him.

The customer or sub-partner has been created under the selected partner.