Onboarding a New Customer, Step-by-Step
The partner-side steps for inviting a customer, assigning their package, and connecting their cloud and servers.
To onboard a customer, invite them, assign their package, then connect their cloud environments and servers. Assigning the package reserves its full capacity from your partner tier immediately.
Before You Start
- •Check that your available capacity covers the complete package on both server agents and cloud connectors. See Why Can't I Assign This Package?.
- •Make sure you have administrator access to the customer's cloud platforms, or someone at the customer who does.
Step 1 — Invite the Customer
- Sign in to SeqOps.
- Open Invitations.
- Click Invite Customer.
- Enter the customer's email address and send the invitation.
- Ask the customer to complete registration and confirm they can sign in before you continue.
Step 2 — Assign the Customer's Package
Assign the Customer package, such as Core, Edge, or Max. The package's full server agent and cloud connector entitlement is reserved from your capacity as soon as it's assigned, whether or not the customer uses it. See Allocated Capacity vs. Customer Usage.
Step 3 — Connect Cloud Environments
Follow Cloud Onboarding: AWS, Azure & GCP. Each AWS account, Azure subscription, or GCP project is one cloud connector, and a cloud account can belong to only one customer at a time.
Step 4 — Install Server Agents
Follow Server Onboarding: Windows & Linux.
Step 5 — Verify
Cloud inventory, findings, and server data appear within 6–24 hours. See Verifying Your First Successful Scan.
Need Help?
If a customer onboarding is blocked, contact the SeqOps partner team through the contact form with Partnerships selected.