When you want to give your customer access to self service capabilities or if you want to give them insight via reports, you have to invite them to Spinpanel.
Before you begin
- Make sure the customer is a registered Microsoft customer (*.onmicrosoft.com tenant).
- Make sure the customer has a CSP relationship with the indirect provider through the indirect reseller.
- Ask the customer to have the global administrator credentials for their work account at hand. (user name and password used to sign in as a global admin for Office 365, Microsoft Azure, or Microsoft Dynamics CRM).
Please note that the 'indirect reseller invite link' and the 'customer invite link' are NOT the same and that you cannot use the link your Indirect Provider provided you. Otherwise, you won't be able to sell to customers!
Create a customer invite link by logging in to the partner Spinpanel account and clicking the ‘Copy customer invite link’ button under Relationships > Manage.
Copy the link and send it to the customer.
Make sure (i) the customer clicks this link, (ii) signs in as a global admin of the Azure AD tenant, (iii) and allows delegation.
You should now have established the relationship, and this should become visible in Spinpanel. If you do not see the customer right away, try a hard refresh (CTRL + F5) or re-login.