Call2Teams - Partners
TABLE OF CONTENTS
- Applies To
- Adding a Client/Sub Account
- To Sell To Clients Via Microsoft CSP
- Existing Microsoft CSP Partners
- After Account Creation
- Deleting/Removing an Account
At the partner base level, partners can access the Accounts Management page as described below.
Note: 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.
Before creating an account, the user must have Administrator Access linked to a valid Microsoft 365 account and 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 in the screenshot below.
To get the account management screen, click on the logo in the top left or the Person icon in the top right of the page.
If the Add Account button is not visible when on this screen, the user should check their Administrator Role on the Account tab, and if needed raise a request to an existing administrator.
Click the Add Account button to see the account details screen, as shown below; enter the client details and select the subscription licenses required:
It is possible to order and amend licenses and subscriptions at any time, after the account is generated.
The above screen will also allow users to invite an administrator with Account Owner permissions as required.
This is the default role.
Administrator roles can also be amended later if it is required to give greater administrative rights to the customer/client.
To Sell To Clients Via Microsoft CSP
To sell Microsoft 365 to a client who already has a Microsoft tenant then email them an invitation link.
When they accept the invitation they will then appear in the list of customers to whom the partner can sell.
Customers can do this with more than one CSP distributor and can buy licenses from each.
Existing Microsoft CSP Partners
Microsoft Partners who have purchased Call2Teams via the Microsoft CSP Program will need to follow the Microsoft 'Configure' link which will then present a new page.
- Copy the URL from the page the Microsoft Configure link presents, and send this to the Reseller/Customer.
- The end customer must then click said URL to complete the configuration of their account.
After Account Creation
Once the customer account is set up, the processes for adding Administrators and managing the account can be followed.
Deleting/Removing an Account
To delete or remove a client/sub account, simply remove all the subscription licenses from the account to be deleted, so that all users are shown unlicensed.
The charges for these licenses 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 next to the status, as shown in the screenshot below, to fully remove licenses.
After 14 days of being unlicensed, the account will be automatically removed by the system.