Overview

The Onboarding via Partner flow in OneEnterprise enables partners to initiate the customer onboarding process directly from the Partner Portal. When a partner refers a customer, the platform pre-fills the customer's registration form using lead data, skips the Data Center and Edition selection screens, and locks the email field as read-only throughout the process.

This guide covers both sides of the onboarding flow:

• Partner steps — How to initiate onboarding from the Leads screen in the Partner Portal.
• Customer steps — How the customer completes registration after receiving the onboarding email.

Key differences from direct onboarding:

• Registration fields are pre-filled from the partner's lead data via the API.
• The Data Center Selection screen is skipped automatically.
• The Edition Selection screen is skipped automatically.
• The email field is read-only and cannot be changed by the customer.

Part 1 – Partner Steps

Partners initiate the onboarding process from the Leads screen in the OneEnterprise Partner Portal. Only leads with a Qualified status are eligible for onboarding.

Step 1 – Initiate Onboarding from the Leads Screen

• Navigate to Customers > Leads in the left sidebar of the Partner Portal.
• The Leads list displays all leads associated with your partner account, including the company name, lead type, sign tier, status, onboarding date, and available actions.
• Locate the lead you want to onboard. The lead must have a status of Qualified to display the Onboard action button.
• Select the Onboard button in the Actions column for the target lead.

Step 2 – Onboarding Email Sent to Customer

• After you select the Onboard button, the system generates a unique onboarding link and sends it to the customer's email address on record.
• The system passes the Lead ID as a query parameter in the onboarding link. This ID is used to pre-fill the customer's registration form.
• No further action is required from the partner at this stage. The customer receives the email and proceeds independently.

Part 2 – Customer Steps

The customer receives a unique onboarding link by email. When the customer opens the link, the platform detects the Lead ID, identifies the customer as partner-referred, and automatically pre-fills the registration form from the partner portal API.

Step 3 – Complete the Registration Form

• Open the onboarding link from the email. The link opens the OneEnterprise registration screen.
• The platform calls the API 620 (GET partnerportal/lead/get) using the Lead ID in the link to retrieve and pre-fill all registration fields.
• Review the pre-filled information. All fields are editable except for the Email field, which is read-only and cannot be changed.
• Update any fields that require correction, such as the company name, contact details, address, or phone number.
• Select Next or Continue to proceed to the next step.

Step 4 – Data Center Selection (Auto-Skipped)

• For partner-referred customers, the Data Center Selection screen does not appear.
• The platform automatically retrieves the data center information from the lead data loaded in browser memory during Step 3.
• No action is required. The platform proceeds directly to the next step.

Step 5 – Edition Selection (Auto-Skipped)

• For partner-referred customers, the Edition Selection screen does not appear.
• The platform automatically retrieves the edition information from the lead data loaded in browser memory during Step 3.
• No action is required. The platform proceeds directly to the next step.

Step 6 – Create Your Credentials and Tenant

• The Email field is carried forward from your registration form and displayed as read-only. This field cannot be changed.
• Enter a Password that meets the platform's security requirements (minimum length, uppercase, number, and special character as indicated on screen).
• Confirm your password in the Confirm Password field.
• Enter a Tenant name to create your dedicated OneEnterprise environment. The tenant name identifies your organisation's instance on the platform.
• Select Create or Next to submit your credentials and tenant information.

Step 7 – Review the Summary and Confirm

• The Summary screen displays a complete read-only view of all information entered during the onboarding process, including your contact details, selected edition, data center, billing cycle, and tenant name.
• Review all information carefully. All fields on this screen are read-only.
• If any information is incorrect, use the browser Back button to return to the relevant step and make corrections.
• Select Confirm to submit your onboarding. The platform triggers the tenant provisioning API to create your OneEnterprise environment.
• Select Pay to initiate the payment process for your selected edition and billing cycle.

Onboarding Flow Summary