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Creating a Microsoft 365 client

Category: Microsoft 365

To order a Microsoft 365 subscription, you will first need to have a client for that subscription set up within the Synergy Wholesale Management System.

To create a client for your Microsoft 365 subscriptions, please follow the below steps:

  1. Login to the Synergy Wholesale Management System.
  2. Navigate to Microsoft 365  located within the menu on the left-hand side.
  3. Select ‘Add New Client‘.
  4. Enter in the relevant client information.
  5. Select ‘Create Client’.

Now that you have created a client, you can order subscriptions for that client. Learn more via our guide on ordering Microsoft 365 subscriptions.

We recommend ensuring each of your end-users/customers has their own client profile with the Synergy Wholesale Management System. This will ensure that your client cannot interfere with other clients’ subscriptions.

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