Add your customer accounts and users
Outcomes
Adding a customer puts their tools, reporting, and communication in one place under your brand. This lab walks through every step, from creating the account to ordering their first products.
Step 1: Know the two records (3 min)
Every business you work with can have two records in Partner Center, and each one has a clear job. Flip each record:
The two stay connected for you. Creating an account automatically creates a linked CRM company. Started from the CRM instead? When the business is ready to buy, create the account right from the company record. Once linked, business information syncs between the two in both directions. A pattern many partners use: prospect in the CRM, and create the account at the moment a business is ready to receive products.
People follow the same pattern. A CRM contact is someone you are talking to. A user is someone you have invited into Business App. Contacts do not become users on their own: you create the user and send the welcome email when their products are ready for them. That is exactly what this lab does next.
Step 2: Understand why Business App matters (3 min)
Adding your customers onto your branded Business App allows you to:
| Benefit | What It Means |
|---|---|
| Provide digital tools | Your tools, apps, and services in one place—easy for them to take part in the process |
| Deliver proof of performance | Automated reporting that shows how your solutions are helping their business grow |
| Offer exploration | A place for customers to explore products and solutions beyond what they're already using |
| Communicate | Keep them up to date on product offerings and opportunities |
Step 3: Add an account to Partner Center (4 min)
This is your first step to put the business into your customer relationship manager and give your customers access to your branded Business App. Explore the Accounts Overview in Partner Center to add accounts.
When you add an account, you'll enter key business details — name, location, and contact info — so the platform has a complete profile ready for products, reporting, and communication. For every field and option along the way, this guide walks you through it.
Open Accounts in Partner Center and start creating an account for a business you know. Even if you stop at the form, you will see exactly what the platform asks for.
Step 4: Add users and control permissions (5 min)
Adding a user lets you welcome them to your branded Business App. Each user can be assigned to an account with appropriate access.
When a user is added, they receive an invitation to log in. Once inside, they see your brand, your products, and the tools relevant to their account — not Vendasta's interface.
Controlling user permissions
Sometimes you may need to restrict certain user access to accounts or features. Examples:
- Regional manager — Should only see the stores they manage
- Website developer — Should only have access to website products, not other aspects of the company's business
- Single business owner — Needs to see only their account
When you need to adjust access, this guide covers users and permissions.
Step 5: Connect your accounts (4 min)
Connecting accounts lets you view rich data throughout Business App and connected products. Common connections include Google Business Profile, Facebook, and other third-party platforms — linking these unlocks automated reporting and deeper performance insights.
Remember these steps so you can help your customers connect their own accounts in Business App.
Step 6: Order products for your customer (4 min)
You've closed the deal — time to get the products you sold up and running on your customer's account. To give your customers access to your products and services, you'll need to order them for their accounts. This can be done either individually or in bulk.
For the full walkthrough, this guide covers ordering and activating products.
You close a deal with a local restaurant. You add the account in Partner Center. You add the owner and manager as users. You restrict the manager to only their location (they have multiple). You connect their Google Business Profile for rich data. You order Listings, Reputation, and Social Marketing. They receive access to Business App with your branding. They are set up for success.
Knowledge Check
Five quick questions on the two records, users and permissions, and ordering products.