Staging new Loftware Cloud accounts for your customers

Staging helps you prepare new Loftware Cloud accounts for your customers before transferring account ownership.

Loftware partners use the Service Provider access role to create new customer accounts and for ongoing support and maintenance after you transfer account ownership to customers. Staging Loftware Cloud customer accounts as a Service Provider gives you the freedom to configure your customer accounts in Control Center without bothering customers, worrying about access rights, or explaining complex setup procedures. When your customers activate Loftware Cloud and open Control Center for the first time, they have users, label templates, configurations, and integrations already set up and ready to use.

Our Loftware Cloud staging process:

Provide your own email address (instead of your customer email address) when you order new Loftware Cloud accounts.

	Note
	Tell us you're staging the account for your customer when you order your new account.

Prepare your customer Loftware Cloud environment (before your customer gets access):

Design labels.
Build configurations.
Configure data integrations.
Add users and assign access roles.

	Tip
	Read Getting started with Loftware Cloud for more information.

Transfer account ownership by changing access roles and inviting your customer to Loftware Cloud:

Go to Control CenterControl Center > Users and click Invite guest user.

Under Settings, type your customer information.

Under Access Roles, add your customer in the Administration access role.

Click Invite. Your customer receives an email to activate Loftware Cloud and open Control Center.

Go to Control Center > Users and click your user name. Change your access role from Administration to Service Provider.

Set up Loftware Cloud Notifications so your customer receives updates and other important Loftware Cloud notification emails.

Go to Control Center > Administration > Account Information > Loftware Cloud Notifications.
Click Edit notification recipients. The Loftware Cloud Notification Recipients window opens.

Type your customer email address(es). Add each additional email address on a new line.

	Note
	Remove your email address to stop receiving notifications for this account.

Click Save. Email addresses you add now receive Loftware Cloud notifications for this account.

Our Loftware Cloud staging procedure decreases confusion and frustration, saves you time, and improves customer experience.