When adding customer admin accounts, there are three possible scenarios:
- Scenario 1 - How to Create a New Customer Account and Customer Admin
In this scenario, the customer admin does not exist in the system, so the partner creates a new customer admin.
- Scenario 2 - Customer Admin that Exists in the System
In this scenario, the customer admin exists in the system so the partner sends a request to manage the customer.
- Scenario 3 - Link Existing Customer Account to Partner Account
In this scenario, the partner needs to link an existing account to their partner account.