When you have created a client account, you can add one or more service instances to this account.
For example, you can connect an Office 365 service. CloudFinder can support multiple service instances for each client account.
To add one or more service instances to client accounts:
STEP 1: Navigate to the Accounts Tab
From your CloudFinder reseller account, click the Accounts tab in the left-hand navigation menu.
The Accounts page displays, showing all active client accounts.
STEP 2: Find the Client Account
In the Accounts page, find the appropriate client account and click the organization name.
The Client Accounts page displays.
STEP 3: Add a Provider
In the Client Accounts page, click the Add Provider button.
The Get Started With CloudFinder pop-up window displays, prompting you to enter details about the client’s service.
STEP 4: Define Settings
In the Get Started with CloudFinder pop-up window, enter details:
- In the Office 365 Admin Email field, enter the email address of the Office 365 administrator.
- In the Office 365 Admin Password field, select the password. You will also be prompted to confirm your password.
As a best practice, we recommend configuring a non- expiring password for this Office 365 administrator.
- Optionally, click the Use SharePoint checkbox if you want to back up SharePoint data. If you select this checkbox, you will also be prompted to enter the URL of the SharePoint site.
- Optionally, click the 30 day trial checkbox if you want to configure a trial. This is a trial that you will manage between you and your client.
Click the Submit button to save your changes. You can repeat these steps for each client service instance.