How to add a new customer to a Partner Portal?

Afi partners can add and manage their customers using a single Afi partner account directly from Afi Partner Portal. To get access to the partner program, you need to sign up at https://afi.ai/partners and go through (a very short) verification process.

There are three options how to add a customer to the partner portal:

• install Afi application on behalf of a customer using admin credentials directly from the partner control panel;
• share an onboarding link with a customer;
• add existing customer account using customer ID.

Install on behalf of a customer

If you have admin credentials from the customer's Google Workspace or Microsoft 365 domain, you can install Afi application directly from your Afi partner portal. To do that, please choose Microsoft 365 or Google Workspace option in "+ Customer" dialogue and then use the customer's domain administrator credentials to sign in and install the application. Once the installation is finished,  you will be redirected back to your partner portal and will see the newly added domain among the other customers' domains.

When you use this installation method, the system grants maximum access right to the customer's domain to the partner. Partner administrators will be able to manage backup configuration and account settings as well as access and recover customer data. Access to the system can be revoked at any time by the customer on the Configuration → Partner access tab.

The following screenshot shows the full list of permissions granted for partner account administrators when a customer account is added from inside a partner portal. Permissions are explained in detail in the following article - How to enable partner access in customer control panel?

Onboarding link

Afi supports (simplified) onboarding flow with help of partner links. Partners can share personified onboarding link that contains a partner ID with the customer. Customers who use this link to install Afi service will be automatically added to the partner portal. If a partner configured custom branding, the branding settings will be applied to the onboarding link/installation process as well (e.g. the partner link URL, service URL domain and branding).

The onboarding link is available on the "+Customer" dialogue in the partner portal. The link is permanent, so it's safe to share it multiple times with different customers and integrate it into the onboarding flow on a partner website.

Please note that, when a customer is added by onboarding link or by ID, the system grants the partner with the minimal set of access rights to the customer account that includes billing management and basic monitoring capabilities, but doesn't allow to manage or access the backups. To grant access, customer account administrator (a person who has set up the customer account) should login to Afi panel and enable the desired permissions on Configuration → Partner access tab (the screenshot below shows a case when no access is enabled yet). Available permissions are explained in detail in the following article - How to enable partner access in customer control panel?

Add a customer by Customer ID

If you don't have admin credentials to the customer's domain, you can ask the customer to install Afi service themselves (see the Installation Guide, it takes 1-2 minutes to complete the process) and then link the customer account to your partner account with these steps:

1. Ask customer domain administrator to get Afi Customer ID from Service → Configuration → Service tab in customer's account.

2. Add the customer to your partner account using Customer ID:

Please note that, when a customer is added by ID, the system grants the partner with the minimal set of access rights to the customer account that includes billing management and basic monitoring capabilities, but doesn't allow to manage or access the backups. To grant the access, customer account administrator (a person who has set up the customer account) should login to Afi panel and enable the desired permissions at Configuration → Partner access tab. Please see Partner access permissions explained section for a full permissions list and their description.