.png)
Follow the steps below to add a customer account.
Go to Customers and select Add Customer.
Enter the customer name and an optional description.
Select Next.
Enter the number of licenses you purchased for this customer. You can also use the up/down arrows to adjust the number.
Next, choose the platform solution(s) for your customer by selecting the toggle beside each one. Only the solutions purchased by you are available to your customer.
Select Save Customer and your customer appears in the All Customers table.
Note: After a customer account has been added, it must be connected to Microsoft 365 and the necessary configuration completed. See Connect to Microsoft 365 for details.
At this point, you can add an administrator at the customer level by going to Settings > Administrators.
 1.png)