Registration of Partner's Customer

Partners can complete customer registration process on GreenNode portal for the purpose of:

• Officially confirm the agency’s customer (after confirmation from GreenNode).

• Manage customer credits and price lists.

• Manage revenue according to customer registration

Step 1: Select the "Account" menu.

Step 2: Register a Customer Account

• Select the "Add a Customer account" function.

• Enter the required information:

  • Email Address: Customer's email address.

  • Friendly Name: Common name of the customer, for easy management by the user.

  • Your Role: The partner’s role for this customer. The system defaults to "Partner" to distinguish from other roles within the system.

• Click "Add" to add the customer to the system.

When a customer is successfully added on the Partner portal, a request will be sent to the registered customer’s email for confirmation to become the partner’s customer. After the customer’s confirmation, the request will be sent to GreenNode for approval, provided the customer is not already a GreenNode customer. Once the Partner’s customer is approved by GreenNode, the status will be updated to "Active"

Notes:

• The customer email to be added must be an existing service account in the GreenNode system (already registered) and meet the following conditions:

  • The account to be added has no credit balance.

  • The account to be added is not currently using GreenNode services.

  • The account to be added is not currently receiving any discounts from GreenNode.

  • The account is not in the POC (Proof of Concept) stage for GreenNode services.

  • The account to be added must be a prepaid account.