Finding an Account. Contents Finding an Account Finding an Account. Creating a New Account and Placing an O365 Order... 2

Transcription

1 Finding an Account Contents Finding an Account... 1 Creating a New Account and Placing an O365 Order... 2 Placing an Order for an existing Customer account... 6 Approving an order... 8 Creating the Office 365 Tenant Adding users to Office Managing Licenses Finding an Account 1) Open your browser and navigate to 2) Enter your login credentials

2 3) Select Billing at the top of the page. 4) Select Customers under Operations in the left hand navigation pane. Enter your customer name in Account Name and press search to search for the customer to see if they exist within the Control Panel - If the account already exists, skip to Placing an Order for an existing Customer account Creating a New Account and Placing an O365 Order 1) Within Billing, navigate to Orders> and click Create Account and Place Order at the top of the page. 2) Under Account Type select Business. 3) Under Customer Class select Default. 4) Under Tax Zone select the country that is listed under the Billing Address on the order form. 5) Click Next.

3 6) Under Company Name enter the name of the company you wish to provision. 7) Under Tax Registration ID enter the VAT Number. 8) Under Company Postal Address enter the full address of the customer /company. 9) Under Person Name enter the first and last name of the contact. 10) Under enter the address of the contact. 11) Under Phone Number enter the phone number of the contact. 12) Under Fax Number enter the fax number of the contact.

4 13) Click Next. 14) You will now see three fields asking for a. your MPN ID b. PO number c. Company number, NB: You can leave these fields blank and click Next 15) Enter a login name for your customer This will be used to access the Customers Cobweb Control Panel

5 Enter a password of your choice or Click Generate to produce a server generated password Make a note the username and password to reference later. 16) Click Next. 17) Now you need to select a 365 plan for this account you have created. Click on magnifying glass for Service plan and search for a 365 plan. 18) Now click on magnifying glass for subscription period and select the default- 12 months. 19) Click Next. 20) You will now be asked to specify a domain, click Next on this step. 21) Now you need to Purchase Office 365 licences. Click Order Additional Resources 22) Now click Choose Category. 23) Tick which resource you wish to buy and click modify resource amount

6 24) Enter in the quantity you wish to buy and click Next 25) Now click place order 26) To approve the Order you have placed, please read Approving an order Placing an Order for an existing Customer account 1) To place an order for an existing customer account, navigate to billing > customers and search for the customer you wish to place the order for and select Search.

7 2) Once you have found the account select Orders and then Add New Order. 3) Now you need to search for the 365 plan you wish to order by selecting the magnifying glass. Once found you must fill in the subscription period length. All other fields can be left blank. 4) You will now be asked to enter a domain name, you may also leave this blank and add later. 5) Click Next. 6) Click Order Additional Resources.

8 7) Now select which category you wish to buy licences for, and Click Modify Resource Amount. 8) Enter the amount of licenses you wish to order. 9) Click Next 10) Then Click Place Order Approving an order 1) Open your browser and navigate to

9 2) Enter your login credentials. 3) Select Billing in the right hand navigation pane and then click Customers 4) Enter your customer s name and click search. Click the company you wish to manage from the list. 5) Now click on Orders Tab, then click on the order you have just placed for Office 365 6) Click on Documents Tab and click on Add New Payment Click check/cash using the magnifying glass button and click Add. (You can leave the rest of the fields blank). This will then take you back to the order.

10 8) Tick the document and click Release. 9) The order will sit in long running operations for approximately 15 minutes. Do not attempt to proceed until this task completes. Creating the Office 365 Tenant 1) Open your browser and navigate to 2) Enter your login credentials. 3) Click Customers in the left hand navigation pane. 4) Enter your customer s name under Company and Click search. Click the company you wish to manage from the list.

11 5) Navigate to General > Staff Members and Click Login as Customer under the main administrator. 6) Once you are logged in select Microsoft Office 365. Click Manage. Enter the customers sub domain which will be used as the identity domain for Office 365 NB: once created this domain cannot be deleted or renamed. We urge you check the spelling of the sub domain before clicking Submit. Sub domains should the format of the company s name (Example: Cobweb cobweb.onmicrosoft.com), if not available choose next nearest sub-domain. Once the process of activation has begun, a task will be generated to the Task manager. NB: At this stage, you must wait approximately 15 minutes for the tenant to create. Successful tenant activation will show your Global Administrator credentials within the customers Control panel. If these credentials fail to appear after 30 minutes seek advice from Cobweb Support. 8) Once the tenant has successfully activated, you should now see the customer s Global Administrator login details are now showing. Click show to view the administrator s password.

12 Adding users to Office 365 1) Open your browser and navigate to 2) Enter your login credentials. 3) Click Customers in the left hand navigation pane. 4) Enter the customer s name under Company and click search. Click the company you wish to manage from the list. 5) Navigate to General > Staff Members and click Login as Customer under the main administrator. Once logged in click Manage.

13 6) Navigate to Users in the tab and click Add New User. 8) Here you must fill out the fields below and select the type of role you wish the user to have. You can then assign the user with a 365 licence and click Add. 9) Once the user has been successfully added, the user will show within the control panel with a licence assigned to them.

14 Managing Licenses 1) Open your browser and navigate to 2) Enter your login credentials. 3) Click Customers in the left hand navigation pane. 4) Enter the customer s name under Company and Click search. Click the company you wish to manage from the list. 5) Navigate to General > Staff Members and click Login as Customer under the main administrator. 6) Select Manage under Microsoft Office 365.

15 Click the Users Tab. 8) Click Manage Licenses under the user you wish to manage. 9) Select the license you wish to assign / unassigned. 10) Click Ok. Adding a Domain 1) Open your browser and navigate to 2) Enter your login credentials. 3) Click Customers in the left hand navigation pane. 4) Enter the customer s name under Company and click search. Select the company you wish to manage from the list.

16 5) Navigate to General > Staff Members and click Login as Customer under the main administrator. 6) Click Hosted Domains on the top navigation bar. 7) Click Add existing domain registered elsewhere 8) Enter the domain you wish to add into the Domain field and click Next and then click Finished. You do not need to tick Zone Management Ability unless you want to be able to manage this Domains DNS records via this Control Panel 9) Go back to the Cobweb Control Panel outside of the customer s account and select Domains under Services in the left hand navigation pane. 10) In the Name field enter the domain you have just added in the customer s account and click Search.

17 11) Click on the domain you wish to edit. 12) Click Edit. 13) Set the Registrar Status to ready and click Submit. *Note: This should only be done once it is confirmed that the customer owns the domain. DO NOT do this until this check is performed. 14) Go back to the customer s account and click Manage under Office 365 on the home screen.

18 15) Select Domains on the top page navigation pane. 16) Click Add Domains. 17) Select the domain you wish to add into Office 365 and the services you want to tie to that domain. Click Add. 18) The domain will now show and state in red that it is Not Verified.

19 19) Click the drop down button under the domain you wish to verify, this will show you a list of O365 DNS records you will need to add the TXT record to the domains DNS records, this must be done with the current domain host. You have to add this record to prove ownership of the domain. 20) Once the TXT DNS record has been added, click Verify to verify the domain for use within Office ) The domain will then show all of the DNS records for the Office 365 services these need to be added to the domains DNS.

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