You can modify your customer's offer, licenses, and basic information at any time.
1. Log in to your Partner Portal space.
2. Go to the My Clients page to view your customer list.
On this page, you can select the customer you wish to modify.
3. Click on the pencil icon to access the customer modification page through Edit information :
4. On this page, you will be able to modify :
Your customer's Country
Postal Code / Address
Segment and Industry
Please note, make sure to save the information using the Save button, which will become active if a change from the existing information is detected.
If you wish to modify the contacts associated with the customer account or add new ones, you will need to go through the Contacts tab:
By adding a contact, you can choose whether they are an employee of the customer or an employee of your company:
Employee of my company:
Employee of my customer:
