Onboard end customers

As a reseller partner, you have two ways to onboard your end-customers. Your choice depends on how your end-customers prefer to manage their services. By selecting the appropriate onboarding method, you can meet your end-customers’ specific needs while effectively managing services and projects.

Method 1: Create a separate organization for the end-customer

Choose this method if:

• The end-customer prefers to manage their services independently.
• The end-customer needs a separate organization for their projects.

Before you start, check with your end-customer or your partner sales account manager to see if the end-customer already has a STACKIT organization.

• If the end-customer does not have an organization: Create a new organization by following the steps to create a new organization.
• If the end-customer already has an organization: Handle the existing organization by following the steps to handle an existing organization.

After the organization is created or the connection is established:

• The designated contact person receives an invitation email.
• The contact person can log in, configure the organization, and invite other users.
• A customer relation between the reseller and the end-customer organization is established.

Steps to create a new organization

To start the process:

1. Contact your Partner Sales Account Manager. Alternatively, open a support ticket through the Help Center.
2. Provide us with the following information from your end-customer:
   Company Details:
   • Company Name
   • Address (including street name and number, postcode, city and country)
   • VAT ID
   
   Contact Person Details:
   • First and last name
   • Email address

Steps to handle an existing organization

If the end-customer organization already exists in the STACKIT system and you want to establish a customer relation with it, contact the Help Center or your Partner Sales Account Manager. They will help you create the necessary connection.

Method 2: Manage projects jointly within the reseller partner organization

Choose this method if you, the reseller partner, plan to fully or partially manage the end-customer’s projects.

Steps to onboard customers to the reseller partner organization

1. Incorporate End-Customer Projects: Manage the end-customer’s projects directly within your existing partner organization. A separate organization is not required for the end-customer.
2. Assign Project Roles: Assign appropriate roles to end-customer users within your partner organization. Ensure end-customer users only have access to the relevant projects and services.