This guide explains how to add a Client within the framework of 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 on the Reseller Space of the Infomaniak Manager (need help?).
2. Click on the blue “Add a Client” button at the top right:
   
3. Follow the procedure to complete.

The client will receive an email with the request for various accesses and will have the possibility to decide to grant different access rights than those requested by the Partner.

Once the invitation has been accepted by a Client, check the access rights granted as well as the payment methods used (if applicable) on your Client's profile.

Access the Client's account and their products...

... as a legal representative or Partner administrator

1. Click here to access your managed Clients on the Reseller Space of the Infomaniak Manager (need help?).
2. Click on the icon to the right of the relevant Client in the displayed table to access their Manager.
3. Click on the action menu ⋮ to the right of the relevant Client in the displayed table to access more options (such as exporting data to a CSV file (format .csv) for example):
   

… as a partner organization collaborator

1. Click here to access the Manager Infomaniak.
2. Click on the chevron ‍ at the top left of your left sidebar.
3. Click on the Clients tab.
4. Click on the relevant Client in the menu that appears to access its Manager Infomaniak: