Adding customers

How to add customers in the Password Boss Partner Portal

Adding new customers to Password Boss

Each customer should be added as a separate Company or tenant in the Partner Portal.

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Adding customers from your PSA

If you have a PSA integration enabled you will be able to add the new company directly from your PSA. Supported PSAs include:

  • ConnectWise Manage
  • Kaseya BMS
  • Autotask PSA
  1. Log in to the Partner Portal
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  1. From the Companies tab click the blue circle with a "+", the click Add company.
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Company and Profile Name

  1. Enter the business name and the business profile name.
  • The business name is the legal name of the business
  • The business profile name is the name of the business profile that the users will see in the Password Boss app.
  1. Add a logo for the company.
  • When a logo is added the users will see the logo on the business profile in the Password boss app.
  • The logo will also appear in the Companies list in the Partner Portal. the logo can be added later as well.
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5 Click Next

Primary Contact

  1. Add the details for your primary contact.
  • When the company is created the primary contact will receive an email with a temporary password to login to the Password boss app, and a link to download the app if they do not have it already.
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Primary contact

The primary contact is created as an Admin for the company and is designated as the primary user account for the company.

License

Set the initial subscription level and user count for the company.

Option

Description

Billable this month

These users will be added to your invoice at the end of the month.

Free until end of this month

Used for trials for new customers. These users will not be included in your invoice at the end of the month but will be included on the following month's invoice.

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User license count

The value in the User license count is the number of users that are available for user accounts at the company. This is also the number of users included in your monthly billing.