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Nexus' partners can have partner accounts in Nexus GO, to manage multiple customer accounts. Users that are invited to the partner account have access to all the customer accounts that belong to it.

Services and users are managed the same way as for a standard account, only make sure the right account is active before you add a service or invite a user. 

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Set up partner account

 Create partner account

To create a partner account in Nexus GO: 

  1. Sign up to Nexus GO, see About Nexus GO
  2. To set the new account to be a partner account: contact your sales representative, or contact Nexus
    When Nexus has updated the account, it will be marked Partner account in Nexus GO. 
 Invite users to partner account

Invited users to a partner account get access to the partner account and all customer accounts that belong to it.

To invite users to a partner account: 

  1. Set the partner account to Active.
  2. To invite a user to the partner account: 
    1. Go to Users
    2. Click Invite user
    3. Enter the user's email address. 
      The user will get an invitation email with instructions to log in to Nexus GO.  
  3. Repeat step 2 for multiple users. 

Set active account

 Set active account

To set an account to active: 

  1. Click Accounts, and select the account in the list. 
  2. Click Switch to account.
    The account is marked Active

Set up customer account

 Create customer account

To create a customer account belonging to a partner account:

  1. Set the partner account to Active.
  2. Create a customer account: 
    1. Click Create new
    2. Enter a name for the customer account.
    3. Confirm by clicking Create
 Add services to customer account

To add services to a customer account: 

  1. Set the customer account to Active.
  2. Add a service:
    1. Go to Services
    2. Select the type of service the customer wants. 
    3. Add a service by clicking Add...
      For more information, see the services: Nexus GO Services 
  3. Repeat step 2 for multiple services. 
 Invite users to customer account

Invited users to a customer account only get access to the customer account they are invited to. 

To invite users to a customer account: 

  1. Set the customer account to Active.
  2. If you need to invite users to the customer account, for example in Nexus GO Cards, where the customer needs to be active and accept card layouts, do the following: 
    1. Go to Users
    2. Click Invite user
    3. Enter the user's email address. 
      The user will get an invitation email with instructions to log in to Nexus GO.  
  3. Repeat step 2 for multiple users.
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