Differences

This shows you the differences between two versions of the page.

--- get-started [2020/10/27 14:44]
rafi [Manage a Company by Groups]
+++ get-started [2021/07/02 05:57] (current)
joe
@@ Line 9: / Line 9: @@
 {{::trial_invite.png?400|}}
   - Create a new password. After choosing a password, check the box with the words “Privatise Master Partnership Agreement” and click “Go”.
-{{::create-trial-password.png?400|}}
   - Once you create a password, you'll be brought into the Partner Portal under your trial account, where you'll be able to add a new company.
@@ Line 20: / Line 19: @@
   - Go to "Add a Company" in the left sidebar in the Partner Portal OR click the green Add Company button in the dashboard of the Partner Portal.
 {{::add-customer.png?400|}}
-  - Choose whether to add a customer with a PSA integration or manually. We will be covering manual deployment here. [[start| please click here for deploying customers with a PSA]].
+   - Add company details. Here you'll put in the main admin firstname, lastname, email, and the company name you want to add.
-{{::add-customer-account.png?400|}}
-  - Add company details. Here you'll put in the main admin firstname, lastname, email, and the company name you want to add.
     - The email you add will be the company admin account for that specific company if they want to self manage. It does not have to be used and can be any email, but needs to be unique! Do not use your partner email there as it will likely error.
   - Click on the "Add Button"
@@ Line 78: / Line 75: @@
 . Create global trusted networks.
-We recommend you provision a ROC for maximum security. For more information on setting up company settings via groups, please go here:
+We recommend you provision a ROC for maximum security. For more information on setting up company settings via groups, please go here: [[groupsettings| please click here for group settings documentation.]]