Creating your Customers as Accounts in Dropsuite Portal

Creating a Direct Customer or Reseller as Account in Dropsuite Portal

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

1. Open the details page for the account you want to synchronize with Dropsuite.
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 Dropsuite  Email Backup and Archiver > Sync Options.
3. Set the following values:
   1. Role: Set User for your direct customer and Reseller for your reseller.
   2. Username: Set as username his email
   
4. Press Save & Synchronize

The customer will be created as a new account in Dropsuite portal and he will also receive an email with his credentials.

Creating an End Customer of a Reseller as Account in Dropsuite Portal

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

1. Sync first the reseller of the end customer with Dropsuite. Check the instructions in previous paragraph
2. Open the details page of the account you want to synchronize with Dropsuite. 
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 Dropsuite  Email Backup and Archiver> 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 Dropsuite.
      2. Role: Set the User value
      3. Username: Set as username customer's email
   
4. Press Save & Synchronize

The end customer will be created as a new account in Dropsuite portal underneath reseller's account and he will also receive an email with his credentials.