Adding Accounts

To add an account, perform the following steps.

1. Navigate to the MSP Accounts and Subpartners page.
   The MSP Accounts and Subpartners page is displayed.
   
   
   
   
   

2. At the Accounts listings, select the primary partner or subpartner you want to add an account to.

   The Product & Services List is displayed.

   
   
3. Click the Add Account button.
   The Add Account form is displayed.
   
   

4. In the Account Display Name, type the account name.

   The account name field is limited to a length of 64 characters and can contain only alphanumerical characters (underscores not allowed).

   The asterisk indicates a field that requires completion.

5. In the Note field, optionally, type any notes.

6. Select the Link M365 check box if you want this account linked to M365. See Managing Microsoft 365 Accounts for more information.

7. Complete the Contact Information fields.

8. Click the Confirm button.
   The new account is displayed.