Onboard a new customer
An implementation partner puts a new customer on Dazr in one go: the company, its admins and the plan. Dazr checks the company in the business register (or VIES) and against sanctions lists, then creates its organisation.
- 1
Press Add customer
At the top of the side panel, or in Customers.
- 2
Fill in the company
Its legal name, country, registration number, VAT number and address.
- 3
Add the customer's admins and the plan
The first admin owns the organisation. Choose the 14-day Pro trial, a paid plan the owner confirms and pays, or Dazr Free.
The customer always pays Dazr directly; you never see their payment details. You are an admin of the organisation too, which they can remove.
- 4
Tick the statement and press Check and onboard
You confirm you checked the company and its people. Its admins get an email. With a paid plan, the onboarding waits until the owner has paid.
A company that is already on Dazr, or a customer of a sales partner, is added with Ask the customer to confirm you as their partner. They confirm by email, and only then they count as your customer.
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