Please find below detailed instructions for authorising or renewing a GDAP relationship via Cloud iQ. This article provides a step-by-step guide for the following key processes:
- Create Invoice Profile
- Authorise Crayon Indirect Provider
- Authorise GDAP relationship by Creating a New Tenant
- Authorise GDAP relationship for an Existing Tenant
- Renewing GDAP Relationship for an Existing Tenant
Create Invoice Profile
- Log into the Cloud iQ Portal with your account credentials.
- Click on Company Settings.
- Click on Invoice Profiles.
- Click on Add Profile.
- Fill in all the required information, then click on Save.
Authorising GDAP Relationship by Creating a New Tenant
To create a new tenant in Cloud iQ, please follow the below steps:
- Log into the Cloud iQ Portal with your account credentials
- Click on Manage
- Click on Microsoft CSP
- Click on Add new Customer Tenant button then click on Create new Customer Tenant
- Fill in the required information – also decide on the tenant domain name that you’d create (Primary domain)
- Click Next and proceed on the Details tab by providing the additional details
Ensure to add the valid technical contact email address as this will be primary technical person who administers the Microsoft Online Services subscription for this cloud account / tenant. This is the e-mail address who will receive communications about Microsoft Online Services service status.
- Scroll down and click on Accept Microsoft Customer Agreement then also complete the primary contact details then click on Save.
- Once you click Save this will initiate the new tenant order to Microsoft and you will also receive an email from us with the details needed to login to your Office 365 admin. On the same email customer will receive a link where they can also establish the GDAP relationship. On the same email customer will receive a link where they can also establish the GDAP relationship.
Authorising GDAP for an Existing Tenant
To authorise an exisiting tenant in Cloud iQ, please follow the below steps:
- Log into the Cloud iQ Portal with your account credentials
- Click on Manage
- Click on Microsoft CSP
- Click on Add new Customer Tenant button > Add existing Customer Tenant
- Requesting customer to authorise Crayon as CSP provider by clicking the link on the Step 1 number 3
- Once done, Step 2 would be adding the customer tenant details and selecting the invoice profile that you have created
- Step 3, would be requesting GDAP relationship for the new tenant we’re adding
Once tenants are added successfully you can go back to Manage then Microsoft CSP and see these tenants’ information directly from the dashboard.
Renewing GDAP Relationship for an Existing Tenant
- Log into the Cloud iQ Portal with your account credentials
- Click on Manage
- Click on Microsoft CSP
- Select the Customer
- Select Details from the menu, then scroll down to the GDAP area and click Load Information
: click on the Open GDAP Authorization link to provide the renewal when this has expired.
- Click on the Open GDAP Authorization link to provide the renewal when this has expired.
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