SupportAssist for Business PCs with Windows OS Deployment Guide for Partners

Create a new customer relationship

To manage your customer relations, you must first create a new customer relationship.

1. From the TechDirect dashboard, go to Connect and manage > Manage PC fleet.
2. In the Access admin tools card, click OPEN.
   If you are creating a customer relationship for the first time, the Create a new customer relationship page is displayed. Else, the Manage relationships page is displayed. To add a customer, click Add a relationship.
3. Enter the primary email address of the customer and click Check for existing account.
   • If a TechDirect user account does not exist, you must enter your customer details.
   • If a TechDirect user account exists, the account name, location, first name, and last name are automatically populated.
4. If the account does not exist, perform the following steps:
   1. Enter a unique account name between 3 and 50 characters.
      NOTE:The name may contain alphabets, numbers, space, and one of these special characters . , # ( ) - _ / &.
   2. Select the customer location.
   3. Enter the first name and last name of the customer.
5. From the Account type list, select one of the following options:
   • Deploy & manage—to configure, download, and deploy SupportAssist, and manage the PC fleet of your customer.
   • Deploy only—to only download and deploy SupportAssist on the PC fleet of your customer.
6. From the Account duration list, select the number of years during which you want to deploy or deploy and manage the PC fleet.
7. Click Add relationship.