LumiCloud/LumiCloud User Account Creation via Partner Portal

LumiCloud User Account Creation via Partner Portal

Description

This article will cover how to create a User Account via the Partner Portal

Prerequisites

• A computer with a web browser
• LumiCloud Partner Account setup

Step by Step Instructions

1. Open a web browser and navigate to the LumiCloud Partner Portal.
Enter the partner account email in the Email field.
Enter the partner account password in the Password field.
Click on Login.
Alternatively, if the LumiCloud partner account is link to a Luminys MVP account, click on Luminys MVP Portal at the bottom and log into the MVP account

2. Click on Customer on the left to expand it.
Click on Customer Management underneath that

3. Click on Add on the right

4. Click on the drop down under Region/Country, then select the country that the user is located in.
Enter the user's email address in the Account field.
Enter the user's name in the Name field.
Enter the user's physical address in the Address field.
Optionally, enter the user's phone number in the Contact field.
Click on Confirm at the bottom

5. You will see the newly added user at the top of the list.
Click on Link under Operation next to the user's account in the list

6. A new tab will be opened in your web browser with the LumiCloud User Portal, and you will be automatically logged into the user's account.
A pop-up will appear warning you that the user account needs to have the Ogranization Information completed to proceed with setup.
Click on Confirm

7. You will be brought to the Enterprise tab of the Settings page.
Click on Edit

8. Enter the name of the Organization or Company in the Organization Name field.
Enter the name of the city that the Organization or Company is located in the City field.
Optionally, you can add any of the following in the appropriate fields:

• Physical Address in the Address field
• Number of Employees from the Employee Size dropdown
• Website Address in the Website field
• Phone Number in the Phone field
• Any additional information in the Profile field

Click on Save at the bottom

9. Click on Confirm

10. When you are done making changes to the user's account, click on Complete Installation at the top

11. Enter the user's email in the Confirm Email field
Then click Confirm