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The steps described in this page are necessary only if you are planning to place a Panda order directly from Cloud BSS. For orders placed from your customers and resellers directly in your Storefront, the creation of the resellers and customers in Panda System is managed automatically by our platform.



Creating a Direct Customer or Reseller in Panda System


When a new account is created in Cloud BSS, it can be synced with Panda by setting his Synchronization Options.

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Make sure that you have defined a valid email in Account's corporate email field for the customer to receive the activation instructions from Panda.

  1. Open the details page for the account you want to synchronize with Panda.
  2. Press the link next to Provisioning Sync Status field. The pop-up with a list of the available provisioning systems will be displayed. Select Panda Antivirus > Sync Options.
  3. Set the following values:
    1. Role: Set User for your direct customer and Reseller for your reseller.
    2. Username: Set a unique username for your customer or reeller
  4. Press Save & Synchronize

This action will register the customer or the reseller in Panda System.

Creating an End Customer of a Reseller as a Panda Customer


For syncing the end customer of a reseller, do the following:

  1. Sync first the reseller of the end customer with Panda. Check the instructions in previous paragraph
  2. Open the details page of the account you want to synchronize with Panda. 
  3. Press the link next to Provisioning Sync Status field. The pop-up with a list of the available provisioning systems will be displayed. Select Panda Antivirus > Sync Options.
    1. Set the following values:
      1. Parent Account: This field will be pre-populated with his reseller if you have already synced the reseller with Panda.
      2. Role: Set the User value
      3. Username: Set a unique username for the end customer
  4. Press Save & Synchronize

The end customer will be created as a new customer in Panda System, it will be related with reseller in Panda system.


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