Onboard end customers to the STACKIT Partner Portal

As a reseller partner, you can onboard your end customers in two ways. Your choice depends on how they prefer to manage their services. By selecting the right onboarding method, you meet specific customer needs while you manage services and projects.

Method 1: Create a separate organization for the end customer

Choose this method if:

• Your end customer prefers to manage services independently.
• Your end customer needs a separate organization for their projects.

Before you start, check with your end customer to see if they already have a STACKIT organization.

• If the end customer does not have an organization: Create a new organization by following the steps to create a new organization.
• If the end customer already has an organization: Connect the existing organization by following the steps to handle an existing organization.

After you create the organization or establish the connection:

• The designated contact person receives an invitation email.
• The contact person can log in, configure the organization, and invite other users.
• STACKIT establishes a customer relation between the reseller and the end-customer organization.

Create a new organization

To start the process:

1. Ask your customer to create the new organization, or create it yourself via the STACKIT Portal.

2. Provide the following information about your end customer:

   Company details:

   • Company name
   • Address (including street name and number, postcode, city, and country)
   • VAT ID

   Contact person details:

   • First and last name
   • Email address

Handle an existing organization

If the end-customer organization already exists in STACKIT and you want to establish a customer relation, follow these steps:

1. Find the Organization ID of the end customer.
2. Send an email to partners@digits.schwarz.
3. Use the following subject line: Please establish reseller connection to customer [Customer Name].

Method 2: Manage projects jointly within the reseller organization

Choose this method if you plan to fully or partially manage the projects for your end customer.

Onboard customers to the reseller organization

For automated management, use the STACKIT Partner API.