Add your customer accounts and users
In this course, you will learn how to add your customers to the platform and make sure they have access to the products they need to succeed. You will be introduced to Business App and what your customers experience when you add them as a user in Partner Center.
- The benefits of adding customers to your branded Business App
- How to add an account to Partner Center
- How to add users and control their permissions
- How to connect accounts and order products for your clients
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 |
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.
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.
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
For full step-by-step instructions on editing user permissions, see the Resource Center.
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.
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 a step-by-step walkthrough, see the article on activating products in the Resource Center.
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're set up for success.
Key Resources​
Knowledge Check​
Knowledge Check
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You now know how to add customer accounts and users to your platform! See the Resource Center for step-by-step activation guides. 🙌