Adding a customer
To add a new customer:
- Create a customer record on the partner portal.
- Wait until the customer confirms partnership.
- Create a new cloud for your customer.
Creating a customer record
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Log in to the partner portal with the Yandex ID to which your partner account in Yandex Cloud is linked. If you have no access, it means the account you use to log in has no partner status assigned.
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In the top-right corner, click Add customer.
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Complete the New customers form with your customer's information.
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Click Add. A new customer record with the
Verification requiredstatus will appear on the partner portal.Note
You can edit all subaccount fields except the Name field: only the contact person specified in the account fields can edit it. Updates do not affect the roles assigned for the subaccount and organization.
When creating a customer record on the partner portal, a subaccount and a new organization named For subaccount 'Customer_name' are created. You can delete the subaccount if the customer has not confirmed it on time.
The following roles are granted by default:
- To the partner:
billing.accounts.ownerfor the subaccount andorganization-manager.organizations.ownerfor the organization - To the customer:
adminfor the subaccount andorganization-manager.organizations.ownerfor the organization
Confirming partnership
A customer with the Verification required status must confirm their readiness to work with the partner. This happens in several stages:
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An email with the subject line saying
Confirm that you are ready to work with the integrator in Yandex Cloud
is automatically sent to the customer's@yandex.ruemail address the Yandex Cloud account is registered to. -
As soon as the customer confirms their readiness to work with the partner by answering this email, the customer's status on the partner portal changes to
Active.
Warning
If the customer fails to follow the link provided in the email or cannot find the email, you can:
- Resend to the customer the partnership confirmation link email.
- Copy the link on the subaccount page and send it to the customer. The partnership will be confirmed when the customer logs in to their account using this link.
Creating a cloud for a customer
The cloud will contain resources used by the customer.
- Log in to the partner portal with the Yandex ID to which your partner account in Yandex Cloud is linked.
- In the left-hand panel, select Dashboard.
- Select the customer's account from the list and click it.
- Under Clouds, click Create cloud.
- Enter a name for the cloud.
- In the Organization field, select the organization named
For subaccount 'Customer_name'. - Click Create.