#Invite a New Customer

Click Onboard new customer in the upper-right corner, and then complete the following steps to invite a new customer:

1. Select the type of new customer account that will be used to sign up to AvePoint Online Services.

   • Local account

   • Microsoft 365 account

     1. Click Microsoft 365 global admin.

        *Note: If the Microsoft 365 account already exists in AvePoint Online Services, the account information will be automatically populated, and you can go to step 3 directly.

     2. Enter the login ID and password of the new customer’s Microsoft 365 Global Administrator account. This account will become the customer’s registered account.

        *Note: The Global Administrator account must have the license for SharePoint Online assigned.

        *Note: If you are using Elements for the Commercial environment, you cannot invite the GCC account.

     3. Click Sign in.

     4. Click OK to confirm that you want to invite this new customer.

   • Microsoft 365 U.S. Government account

     1. Click Microsoft 365 U.S. Government global admin

        *Note: If the Microsoft 365 U.S. Government account already exists in AvePoint Online Services, the account information will be automatically populated, and you can go to step 3 directly.

     2. Enter the login ID and password of the new customer’s Microsoft 365 U.S. Government Admin account. This account will become the customer’s registered account.

        *Note: The Global Administrator account must have the license for SharePoint Online assigned.

        *Note: If you are using Elements for the Commercial environment, you cannot invite the GCC High account.

     3. Click Sign in.

     4. Click OK to confirm that you want to invite this new customer.

   • Google account

     1. Click Google super admin, and a confirmation window appears.

     2. Select The customer has installed the AvePoint Cloud Backup app checkbox.

     3. Click Continue.

     4. The Google sign-in page appears. Sign in with the new customer’s Google Super Admin account.

     5. Click OK to confirm that you want to invite this new customer.

   • Salesforce account

     1. Click Salesforce system admin, and the Salesforce login page appears.

     2. Enter the login ID and password of the new customer’s Salesforce account. This account will become the customer’s registered account.

        *Note: The Salesforce account must be associated with the System Administrator profile or another profile that has the same permissions as those of the System Administrator profile.

     3. Click Log In.

   • Authorization link

     When you do not have the Global Admin credentials for a customer, the system provides a way for you to send an authorization link to the customer, which allows the customer to authorize the partner to manage the customer tenant.

     1. Click Authorization link, and the Authorization link panel appears.

     2. Enter the email address of the customer’s Tenant Owner account.

     3. Click Generate authorization link. The generated link will be displayed in the textbox. The link is only valid within 72 hours.

     4. Click Copy to copy the link. Then, you can send the link to the customer you want to invite. After the customer clicks the link and completes the authorization, you can manage the customer in Elements. You can ignore the following steps.

2. Provide the account information.

   • If the account type you chose above is Microsoft 365 global admin, Microsoft 365 U.S. Government global admin, or Google super admin, the following information is automatically filled in: Customer account and Name. You need to enter the customer’s Organization name and Telephone number, select an option from the Country drop-down list, and select the closest Data center to the customer’s location.

   • If the account type you chose above is Salesforce system admin, the following information is automatically filled in: Customer account, First name, and Last name. You need to provide the customer’s Organization name, Country code, Telephone number and select the closest Data center to the customer’s location.

   • If the account type you chose above is Local account, you need to enter the Customer account, Password, Confirm password, Name, Organization name, and Telephone number, select an option from the Country drop-down list, and select the closest Data center to the customer’s location.

   You can select tags for the customer and upload an image as the symbol of the customer, as well as configure the following settings on behalf of the customer: Job notification profile, Terms and Conditions and Privacy Policy and Communication preferences.

   You can select the management mode for the customer. With the Partner management of tenant mode selected, customer allows the managed service provider to access their AvePoint Online Services tenant and other services. With the Customer management of tenant mode selected, the access is disabled. Note that once you choose the customer management mode, you cannot change to the partner management mode.

3. Click Invite and next to invite the customer and proceed with adding services and managing subscriptions for the customer. For more information on how to add services and manage subscriptions for a customer, refer to Add Services.

   Alternatively, you can click Invite and close, which allows you to invite the customer now and add services and manage subscriptions for the customer at a later time.