This step-by-step guide explains how partners can set up a new customer user through the Partner Admin Portal.
Following this process ensures that the customer account is created correctly, licenses are allocated, Studio content is prepared in advance, permissions are restricted appropriately, and player devices are ready for use before the customer logs in.
This workflow is recommended for new customer onboarding and for adding users to existing customer accounts.
Make sure you have:
Partner Admin access
Licensing plans or storage options available
Confirmation whether the customer will use touch screens
Go to the Users tab in the Admin Portal.
Click New User.
Fill in the required details.
Use a generic username for the user.
You may associate any email address, yours or the customer’s, at this stage.
Leave permissions unchanged for now.
Assign the Empty Screen event.
If the customer will use a touch screen, also assign the Touch Widget event.
Select Set Up Password Now.
This prevents the system from sending an automatic password email.
This allows you to prepare the Studio environment before customer access.
Choose one of the following options:
For a new customer, update the Account Name as needed.
For an existing customer, select Add to existing account.
Allocate a profile if a custom profile is available.
Click Create.
This action creates the user and associates them as the managing user of the account.
Go to the Accounts tab.
Open the customer account.
Navigate to the Billing tab.
Assign a plan if available, or allocate storage if no plan exists.
Allocate the required licenses and set the start date.
Open the Studio for the newly created user.
Create example creatives.
Create playlists and assign the creatives.
Create the required number of screens, name them clearly, and assign the relevant playlists.
Exit the Studio and return to the Admin Portal.
Edit the user permissions.
Remove permissions for:
Creating screens
Deleting screens
This ensures the customer cannot modify screens connected to devices.
Install the OnSignage app on the device.
Log in using the customer’s credentials.
Select the correct screen to associate with the device.
Once all steps are completed, the customer environment is fully prepared, with the Studio, content, screens, and player devices ready for use.
