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SupportAssist for Business PCs Deployment Guide for Partners

PDF

Edit an existing customer relationship

You can edit the account type and duration, based on your preference.

Steps

  1. From the TechDirect dashboard, go to Connect and manage > Manage PC fleet.
  2. In the Access admin tools card, click OPEN.
    The Manage relationships page is displayed.
  3. Locate the relationship that you want to edit, click actions icon, and click Edit.
    NOTE:You can only edit the relationships that are in the Awaiting Approval status.
  4. From the Account type list, select one of the following options:
    • Deploy & manage—to configure, download, and deploy SupportAssist, and manage the PC fleet of your customer.
    • Deploy only—to only download and deploy SupportAssist on the PC fleet of your customer.
  5. From the Account duration list, select the number of years during which you want to deploy or deploy and manage the PC fleet.
  6. Click Update.

Results

The customer relationship is updated, and the Manage relationships page is displayed.

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