To manage your customer relations, you must first create a new customer relationship.
Steps
From the
TechDirect dashboard, go to
Connect and manage > Manage PC fleet.
In the
Access admin tools card, click
OPEN.
If you are creating a customer relationship for the first time, the
Create a new customer relationship page is displayed. Else, the
Manage relationships page is displayed. To add a customer, click
Add a relationship.
Enter the primary email address of the customer and click
Check for existing account.
If a
TechDirect user account does not exist, you must enter your customer details.
If a
TechDirect user account exists, the account name, location, first name, and last name are automatically populated.
If the account does not exist, perform the following steps:
Enter a unique account name between 3 and 50 characters.
NOTE:The name may contain alphabets, numbers, space, and one of these special characters . , # ( ) - _ / &.
Select the customer location.
Enter the first name and last name of the customer.
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.
From the
Account duration list, select the number of years during which you want to deploy or deploy and manage the PC fleet.
Click
Add relationship.
Results
A new customer relationship is created, and the
Manage relationships page is displayed. An approval request is sent to the customer at the provided email address.
After the customer approves your request, an email notification is sent to you. You can then deploy or deploy and manage the PC fleet of your customer.
Les données de cette rubrique ne sont pas disponibles
Veuillez attribuer une note (1 à 5 étoiles).
Veuillez attribuer une note (1 à 5 étoiles).
Veuillez attribuer une note (1 à 5 étoiles).
Veuillez indiquer si l’article a été utile ou non.
Les commentaires ne doivent pas contenir les caractères spéciaux : <>()\