Customer Onboarding Checklist

Topics covered during a Customer Onboarding:

It is important to Provide Partner Contacts Information for anyone that needs an account in any of our portals

Customer Portal Training

1. Customer Portal

2. Support Portal Setup

3. Partner File Directory Setup

4. Edge2Cloud Partner Setup

5. F200 Horizon Portal Setup & Device Configuration

J2/Partner-Related Process Reviews

• OEM Software Branding

• OEM E2C Branding

• Ordering Process 

• License & Maintenance 

• Training Registration
• Kits & Renewals 

General Info & Documentation

• Documentation

• Youtube

• Website > Resources

Unique Partner Business Terms

• Partner Multipliers

• Special Part Numbers

• Special Terms 

• Software Branding

• Edge2Cloud Branding

Contracts & Agreements

• Non-Disclosure Agreement (Allows for partnership discussion to commence)

• Distribution Agreement

  • Business Terms (Multipliers, Special Agreements)

  • E2C Standard Agreement (included in latest contract versions 1.3+)

• F200 Reseller Agreement & F200 Sales Tax Exemption Form (NA only)

• E2C Data Use & Risk Acknowledgement (DURA) (aka Super Admin Agreement - allows partners to add sub organizations)

• Professional Service Agreement (PSA)