4 - Add your customer tenants as companies

Created by Leon leon.b@sync365.app, Modified on Tue, 29 Nov 2022 at 09:38 PM by Leon leon.b@sync365.app

Now that you have a delegated admin account saved, you can easily add your customers.

  1. Click on the Company tab
  2. Click the + to add the customer
    1. If you would like to add multiple customers at a time, click on +Bulk Add Company to link all your tenants up at the same time. - Details on Bulk Add Companies here
      1. Match up your Office 365 Tenant to the Company in Connectwise and click save. Then go to the “Connect licenses to billing profile” step
  3. In Company Details, Select the company from your PSA
  4. Move the slider to on for “Delegated admin” to use your saved delegated admin account
  5. Select which delegated admin to use (if using multiple)
    1. Set the Slider to “on” to use a delegated partner account and select the partner account to use
    2. Select the customer tenant from the list that you would like to sync
    3. Save the customer

Repeat this process for each customer you would like to add into Sync 365 

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