How to invite your customers to EcoStruxure IT

What you do

Log in to your EcoStruxure IT Partner account. On the Customers page, click Invite customer.

Enter the customer's organization name and address, and click Create Invitation. 

Share the auto-generated link with your customer. This link is active for 30 days.

What your customer does

When the customer clicks the link you sent, they enter their information and click Sign up.
Note: The mobile phone number must include + and the country code before the phone number, for example, +12223456 for the United States. +1 is the US country code.

They then follow the on-screen instructions for 2 factor authentication (2FA), including saving the recovery code in a safe place.

The customer can see they were invited by their partner, with their organization name and address populated. 

They click Create organization, and will then be logged into their EcoStruxure IT account.

On the EcoStruxure website, the customer then downloads the EcoStruxure IT Gateway from the Administration  > Subscriptions > Download Gateway software page.

Once the Gateway download is complete, and they install and set up the Gateway software, they can activate a free trial of IT Expert either in the EcoStruxure IT web application or the mobile app.