Now that you have a delegated admin account saved, you can easily add your customers.
- Click on the Company tab
- Click the + to add the customer
- 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
- Match up your Office 365 Tenant to the Company in Connectwise and click save. Then go to the “Connect licenses to billing profile” step
- 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
- In Company Details, Select the company from your PSA
- Move the slider to on for “Delegated admin” to use your saved delegated admin account
- Select which delegated admin to use (if using multiple)
- Set the Slider to “on” to use a delegated partner account and select the partner account to use
- Select the customer tenant from the list that you would like to sync
- Save the customer
Repeat this process for each customer you would like to add into Sync 365
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