Applies To

Call2Teams - Partners


TABLE OF CONTENTS

Overview

At the partner base level, you can access the Accounts Management page as shown below.

However, the process for creating/removing customer/sub accounts is managed differently for Microsoft CSP partners as there is no Add Account screen in the initial setup. This stage is managed by Microsoft. 


Requirements

Before you can create an account, you must have Administrator Access linked to a valid O365 account and you must also have Account Ownership and Subscription Contributor roles on the Call2Teams portal.


Adding a Client/Sub Account

Navigate to the correct parent level account under which the new sub account is to be created.

Click the Blue Add Account button as shown below.

To get the account management screen, click on the logo in the top left or the 'Person' icon in the top right.

If you do not see the Blue button when on this screen, you should check your Administrator Role on the Account tab and raise a request to an existing administrator wherever possible. 

If you cannot see this screen, you can gain access to it by ensuring you are viewing the correct account at the correct level, achieved by clicking on the user icon in the top right or alternatively clicking the Accounts icon as indicated.


When you click the Add Account button, you will be presented with a screen similar to the one below, where you should enter the client details and select the subscription licences you require.

You can order and amend licences and subscriptions at any time, after the account is generated.

The above screen will also allow you to invite an administrator with Account Owner permissions as required. This is the default role. Administrator roles can also be amended later if you need to give greater administrative rights to your client.

If an Office 365 administrator does not have their own Office 365 email address, it is still possible to pass them a Call2Teams activation link. Simply send an admin invite using an alternative email address. This can be forwarded on as necessary since the invite is not linked to the recipient and can therefore be activated by any valid Office 365 user.


If You Wish To Sell To Clients Via Microsoft CSP

If you sell Office 365 to a client who already has a Microsoft tenant you have to email them an invitation link.

Your client then clicks to accept the invitation. They will then appear in your list of customers to whom you can sell.

Customers can do this with more than one CSP distributor and can buy licences from each.


If You Are a Microsoft CSP Partner

  • Copy the URL from the page the Microsoft Configure link presents, and send this via your preferred method, to your Reseller/Customer.
  • The end customer must then click that URL to complete the configuration of their account.


Account Created

Once the customer account is set up the processes for adding Administrators and managing the account can be followed.


Deleting/Removing an Account

If you want to delete or remove a client/sub account, simply remove all the subscription licences from the account to be deleted, so that all users are shown unlicensed. The charges for these licences will be cancelled with immediate effect as can be seen from the Billing/Order History tab. A quick way to remove all subscriptions is to use the trash can icon as shown here to fully remove a licences.

After 14 days of being unlicensed, the account will be automatically removed by the system.