Associate customer companies to your reseller company

This article allows Rainbow resellers to associate customer companies to their company in Rainbow.

The association can be done:

• At company creation: see: Associating a new customer company to your reseller company.
• For companies already declared in Rainbow: see: Associating an existing customer company to your reseller company.

You can also receive invitation from customers asking you to become their Rainbow reseller. You can either accept or decline the invitation: see: Answering to a customer invite.

Once an invitation is accepted, the corresponding customer company is associated to your reseller company, and displayed in the Customer companies at the bottom left of the panel.

Associating a new customer company to your reseller company

1. To avoid possible duplicates, check that the target customer company does not already exist.
2. From the Rainbow administration interface, click on the Manage your customers icon at the bottom of the left menu.
3. Click on Customer companies at the bottom of the left panel.
4. In the right part of the window, click on Create.
5. Enter the company name.
6. Select the country of the company.
7. Define the visibility of the company and their members on Rainbow.
   Note: For more information on visibility options, see: How to Change the Visibility of My Company?
8. If needed, enter customer and additional references.
   These references are free and can be used for classification and billing purposes. The customer reference can be used as search criterion to find the company in Rainbow.
9. Enter the contact e-mail address for support purposes.
10. Click on Create.
11. Enter the e-mail address of the administrator of the customer company to invite.
    Note: A user declared in Rainbow and not associated to a company can also be selected as administrator: Enter the first letters of the administrator name and select the user of your choice in the list of matching entries.
12. If needed, enter a message for the administrator.
13. Click on Invite.
    A confirmation message is displayed.
14. Click on Close.
    The customer company is created and displayed in the company list with the Initializing status.
    An invitation is sent to the administrator of the customer company. Once invitation accepted, the customer company status is Activated.

Example:

Associating an existing customer company to your reseller company

1. From the Rainbow administration interface, click on the Manage your customers icon at the bottom of the left menu.
2. Click on Customer companies at the bottom of the left panel.
3. In the right part of the window, click on Invite.
4. Enter the first characters of the customer company and select the customer company to invite in the list of matching entries.
5. Click on Apply.
   A confirmation message is displayed.
6. Click on Close.
   An invitation is sent to the administrator of the selected customer company.
   Once invitation accepted, the customer company is displayed in the company list with the Activated status.

Example:

Answering to a customer invite

1. From the Rainbow administration interface, click on the Manage your customers icon at the bottom of the left menu.
2. Click on Notifications in the left panel.
3. In the Requests to process panel, select the corresponding button to decline or accept the invitation sent by the customer company.