Adding a customer
To add a new customer:
- Create a customer subaccount on the partner portal.
- Wait until the customer confirms partnership.
- Create a new cloud for your customer.
Creating a customer subaccount
- Log in to the partner portal with the Yandex ID linked to your partner account in Yandex Cloud. If you have no access, it means the account you are using to log in has no partner status assigned.
- In the left-hand panel, select Subaccounts.
- In the top-right corner, click Create subaccount.
- In the subaccount creation form, select an existing account in the search bar or click to create a new one.
- Fill out the remaining fields with your customer information.
- Click Create. A new customer record with the
Acceptance requiredstatus will appear on the Subaccounts page.
Once you confirm the partnership, a new organization named For 'Customer_name' subaccount will be created.
In this case, users are assigned different roles for accessing the created subaccount and organization by default.
-
Users and service accounts with the
billing.accounts.ownerrole: -
Users and service accounts that created a subaccount for a customer:
-
Users whose email addresses were specified when creating a subaccount:
Note
Only users with a Yandex account receive roles at the organization level, this does not apply to federated users.
Confirming partnership
A customer with the Verification required status must confirm their readiness to work with the partner. This is a multiple-step process:
-
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 that refers to their Yandex Cloud account. -
As soon as the customer confirms their readiness to work with the partner by replying to 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 the partnership confirmation email to the customer.
- 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 linked to your partner account in Yandex Cloud.
- 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 'Customer_name' subaccount. - Click Create.