To handle projects for your clients, such as setting up a website, create each client in the Partner Portal. Domains, contracts, and tasks can be assigned to these for easier project and order processing. This is especially helpful if you take over the administration of IONOS products for your customers.
To create a customer in your Partner Portal, simply follow these steps:
- Log in to the Partner Portal.
- Click on the button Add customer.
- Fill in the fields in the data groups Personal Information, Contact Information, Addresses, and Other Data.
- Complete your entry by clicking Save.
The creation of a customer is mandatory for the use of the project management.