SupportAssist for Business PCs Deployment Guide for Partners

Onboarding as a partner

To manage the PC fleet of your customer, you must have a partner-enabled account.

If you are onboarding as a partner for the first time, perform the following steps:

1. Create a TechDirect account.
2. Create a new company.
3. Activate the Connect and manage service.
4. Optionally, Add technicians.
5. Create a new customer relationship.

If you are an existing partner, perform the following steps:

1. Sign in to TechDirect.
2. From the TechDirect dashboard, go to Connect and manage > Manage PC fleet.
3. Verify if you can view the Access admin tools card.
   NOTE:If you do not see the Access admin tools card, contact your Service Account Manager or click Contact us, enter the required information, select the Connect and manage service, and submit your request for a partner-enabled account.
4. Optionally, Add technicians.
5. Create a new customer relationship.