Add your customers

Organizations become your ‘customer’ as soon as they try to login on any of your applications. To already provide your customers with access to your application (and invite them to create a Veriam account, which they can use to login to your applications), you can manually add or import customers.

Add customer:

To manually add a customer, follow these steps:

1. Open the Admin Portal

2. Navigate to the ‘Organizations’ section under 'Access Control' in your organization's dashboard.

3. Click on ‘Create Customer’.

4. In the pop-up window, enter the organization name and the email address of the (initial) admin user for that organization.

5. Confirm the information and click 'Create'. The organization will be added to your Customer list. If the organization does not yet exist in Veriam, the admin will receive an invitation email to finalize the organization onboarding.

6. You can now allocate licenses or assign policies to this organization.

Import customers:

To import your customers from a CSV file, follow these steps:

1. Use the template to prepare a CSV file with the necessary information such as company name and admin name and email address.

2. Navigate to the 'Organizations' section under 'Access Control' in your organization's dashboard.

3. Click on 'Import Customers'.

4. Select your prepared CSV file and upload it.

5. Confirm the information and click 'Import'. The organizations listed in the CSV file will be added to your Organization list. If the organization does not yet exist in Veriam, the admin will receive an invitation email to finalize the organization onboarding.

6. You can now allocate licenses or assign policies to these organizations.