This guide explains how to add a Client as part 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 Infomaniak Manager Reseller Space (need help?).
2. Click 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 different accesses and will have the option to decide to grant different access rights from those requested by the Partner.

Once the invitation is accepted by a Client, verify 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 Infomaniak Manager Reseller Space (need help?).
2. Click on the icon to the right of the Client concerned in the table that appears to access their Manager.
3. Click on the action menu ⋮ to the right of the Client concerned in the table that appears 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 Infomaniak Manager.
2. Click on the chevron at the top left of your left sidebar menu.
3. Click on the Clients tab.
4. Click on the Client concerned in the menu that appears to access their Infomaniak Manager: