To subscribe a new customer, you need to:
- add a customer to your partner portal
- subscribe it for the paid service on the Licensing → Subscription tab
Please see the step-by-step guide below.
Add a customer to your partner portal
You can add a customer tenant to your partner account as described in the following article - How to add a new customer to a Partner Portal?
If you fully manage a customer's Google Workspace or Microsoft 365 tenant and have administrator credentials for the tenant, the easiest way to add the customer will be to perform a customer account onboarding directly from your partner portal. To proceed, please click on the "+ Customer" button on the Service → Customers tab, select a customer tenant type and follow an onboarding wizard. See the installation guides below, generally it just takes 1-2 minutes to complete the process:
- Afi SaaS backup for Google Workspace: Installation Guide
- Afi SaaS backup for Microsoft 365: Installation Guide
Subscribe a customer for the Afi service
Go to the Licensing → Subscriptions tab in the portal and find a customer that you want to subscribe, then press the Manage button for this customer:
After pressing the Manage button you will see the subscription details screen for a selected customer, click on the Subscribe button to proceed.
To make sure that the Afi subscription is configured correctly, please check the following items before subscribing:
a. Select a number of user licenses and amount of additional backup storage which you want to subscribe for.
Please note that Afi requires a user license per each active protected user in your Google Workspace or Microsoft 365 tenant. If you want to reduce a number of user licenses compared to an amount suggested by the service, please go the customer's tenant and adjust the protections accordingly or ask the customer's Afi account administrator to do so.
b. Press the Subscribe button to activate the subscription. If it is your first Afi subscription and you haven't selected your payment method or haven't filled your billing information yet, you will be prompted to link a credit card to your Afi account and enter the billing details for your organization.
Afi offers post-pay monthly billing for partners accounts so on the first day of each month you will receive a single consolidated invoice for all your customer tenants for their service usage during the previous month.
You can switch between credit card and manual invoice payments options on the Licensing → Payment options tab. If you select a credit card as your payment method, then the Afi billing system will try to charge the card linked to your partner account immediately once an invoice is issued. In case of manual invoice payments, you will receive email invoices with payment instructions and will be able to pay them either manually with a credit card or via a bank transfer. You can review your Afi invoices, including unpaid ones, and their statuses on the Licensing → Payment history tab.