1413 - How to add and delete customers/partners in the RedApp – Redstor

You can use the RedApp to manage your organisation and your customer organisations (known as companies in the RedApp). You can add, edit and delete companies using the guides below.

Contents

How to add a new customer/partner

How to edit an existing customer/partner

How to delete a customer/partner

How to add a new customer/partner

Watch our video or follow the steps below.

1. To create a customer/partner company, go to your RedApp home page. Click the Add button and select Add customers.

You can also click on Customers in the sidebar to get to the Customer Overview, from where you can perform this action.

2. In the Add customers form, select whether you are adding an end customer or a partner/reseller.

3. By default, the new customer/partner will be assigned to the partner that the active user is an admin for. To assign the customer to a different partner, click Change. In the box that opens, select the new partner and click Assign partner.

4. If you wish to create a first admin for the new customer/partner, enable Create first user and add an email address for this admin in the workspace to the right.

To change the identity providers this admin can make use of, click Change. In the box that opens, select or deselect the relevant provider/s and click Save and close.

5. Provide a name for this customer/partner. You can also add additional customers/partners that share the settings you have specified by clicking Add another customer.

If you have a large number of customers to add, you can go to the Import using CSV tab and upload a CSV file containing the customer names. Use our provided template as a guide.

When you have listed all the relevant customer names, click Add customers.

How to edit an existing customer/partner

1. Go to Customers in the sidebar and then to All customers.

2. Locate the customer/partner you want to edit. Select the company name and click on Edit, then select one of the options described below.

To move a customer company from one partner to another, go to Edit > Re-assign to a different partner.

Note: Depending on the user performing this action, the partner options that are visible under Re-assign to a different partner may be limited. To ensure visibility of all partners, this action should be performed by a role with the highest level of permissions, or at a minimum by a role with visibility on both the current and the new partner.

To change a customer to a partner, go to Edit > Change to partner.

You can also do either of these actions for multiple companies at once.

3. To make other changes to the customer/partner, expand its menu and select Company profile.

On the company profile, make the relevant changes.

You can change the company's status from a customer to a partner, or vice versa.
You can change the customer name.
You can change which partner this customer is assigned to.
You can change which identity providers this customer can use by going to the Sign-on tab.

Once you have made your changes, click Save changes.