This guide explains how to add a Client within the Infomaniak Partner Program.

Prerequisites

• Only the legal representatives of the Partner Organization are authorized to add Clients.

Add a "managed" Client

To add a Client as part of your Partner activity:

1. Click here to access your Managed Clients in the Infomaniak Manager Reseller Area (need help?).
2. Click on the blue “Add a client” button in the top right corner:
   
3. Follow the procedure to complete:
   
4. The pending request will be visible in your Manager:
   
   • The Client will receive an email with the request for the various access permissions and will have the option to grant different access rights than those requested by the Partner.
   • Once an invitation has been accepted by a Client, check the access rights granted as well as the payment methods used (if applicable) in your Client's profile.

Accessing the Client's account and products…

... as a legal representative or Partner administrator

1. Click here to access your Managed Clients in the Infomaniak Manager Reseller Area (need help?).
2. Click on the Verified Clients tab if necessary.
3. Click on the icon to the right of the relevant client in the table that appears to access their Manager.
4. Click on the action menu ⋮ to the right of the relevant client in the table to access more options (such as exporting data to a CSV file (format .csv) for example):
   

… as a collaborator of the Partner Organization

1. Click here to access the Infomaniak Manager.
2. Click on the chevron ‍ at the top left of your left-hand menu.
3. Click on the Clients tab.
4. Click on the relevant client in the menu that appears to access their Infomaniak Manager: