Super Admin of the MSP Organization Account initiates the Affiliations process to add customers to the MSP Organization Account to share the MSP owned products with Customer. Once an MSP initiates the Affiliations process, request goes to customer. Super Admin of the Customer Organization Account reviews and approve or reject the request.
Customers get added to the Organization Account after the Affiliations request is approved. Access to the Organization Account resources is controlled with User Groups. Mostly, added customers get Read-only access to the resources.
To initiate an Affiliation
Fill in the New Affiliations details:
| Customer ID |
Enter Organization Account of the Customer. You can find the Organization Account ID under your profile.
|
| Customer Name | Automatically detects the customer name based on the entered Customer ID. |
| Select Tenant | Select the Tenants from which you want share the products. You can select multiple tenants. |
| User Group | Select the User Group to which you want add the employees. |
| Access | Define the Access level to be granted for the selected User Group. You can change Access level of the user group later under My Workspace | User Groups. |
Click Add.
On approval of the pending request by the customer: