Resellers and Reseller Administrators

Resellers market and sell a bundled solution that includes Equinix services. Reseller administrators perform a variety of functions, such as creating new user accounts and assigning permissions.

The Customer Portal supports two administrator roles that apply to reseller administrators: Company administrator and IBX administrator.

Mange Reseller Accounts from the Colocation Dashboard.

Creating Reseller Sub-Accounts

1. Log in to the Customer Portal at portal.equinix.com.

2. From the Administration menu, select Reseller Customer Management.

   

   The Reseller Customer Management page shows your accounts.

   

3. To view a list of sub-accounts, click the arrow next to the account name.

   

4. To create a new sub-account, click the options menu and select Create a Customer.

   

5. On the Create a New Customer Account screen, enter the name and address information for the new sub-account.

6. Select whether the sub-account is an End Customer - an entity that your company does business with, or a Sub Division - a subsidiary or affiliate of your company.

7. Specify a Reseller Notification Contact. You can use the search box to search by name or email address, or click User Directory to select from a list.

8. Click Review. The Review window displays the Customer Name, Address, and Reseller Notification contact details for review to ensure that it is correct. A data table is presented with similar accounts for selection:

   • If there are existing records of the same Customer name and Address details in the Equinix Master Data Management database, this is presented and you have the option to select it.
   • If there are similar records of the same Customer name and Address details in the Duns & Bradstreet suggestions, this is presented and you have the option to select it.
   • If no selection is made, this entry will be entered manually and a new record will be entered in the Equinix Master Data Management database

9. Click Submit.

The new sub-account appears in the list, and is marked PENDING in the Account Number column. When the new account is available for use, the PENDING status is replaced with the new account number. Allow up to an hour for this processing. Then you can proceed to add users and assign assets to the account.

Adding Users to a Sub-Account

1. Log in to Customer Portal at portal.equinix.com.

2. From the Administration menu, select Reseller Customer Management.

   

   The Reseller Customer Management page shows your accounts.

   

3. To view a list of sub-accounts, click the arrow next to the account name.

4. To add a new user to a sub-account, click the options menu and select Add User.

   

5. On the Add User(s) form, enter the contact information for the new user. To add multiple users, use one of these options:

   • Click Batch Upload to upload a .CSV file that contains contact information for multiple users.
   • Click Add More Users to enter contact information for each user manually.

   

6. Choose the preferred Language and Timezone for the user.

7. Click Submit.

Each new user is added to the Reseller User Management page.

Managing End User Customer Permissions

1. From the Administration menu, select Reseller Customer Management.

   

2. On the Customer Management screen, locate and expand the reseller account to view the End User Customer accounts.

   

3. Locate the End User Customer account, click the options menu and select View Users.

   

4. Locate the user, click the options menu and select Manage Permissions.

   

5. Select permissions group.

   

6. Edit user permissions.

   

Managing Assets for a Sub-Account

1. Log in to the Customer Portal at portal.equinix.com.

2. From the Administration menu, select Reseller Customer Management.

   The Reseller Customer Management page shows your accounts.

3. To view a list of sub-accounts, click the arrow next to the account name.

   

4. Locate the user, click the options menu and select Manage Assets.

   

5. From the Manage Assets screen, you can assign and manage the following assets for the sub-account:

   • Cabinets
   • Equinix Fabric Ports
   • Equinix Connect and Equinix Internet Access Ports
   • Smart Hands Support Plans
   • Internet Exchange Ports
   • Internet Exchange VLANs

   

6. Click on the tile of the asset you want to assign.

7. Tick the checkbox for the asset and click Submit.

   

8. To un-assign an asset from a sub-account, untick the checkbox for the asset and click Submit.

End User Customer Order Notifications

When an End User Customer places an Order, the End User Customer Ordering Contact and the Reseller Notification Contact receive the Order Booking and Completion Notifications.

• End User Customer Notifications – Contain all the information such as the product, number of line items, and description, but don't include the billing price

  

• Reseller Notifications – Contain the same information as the End User Customer Notifications along with the billing price

  

Notification defaults to the Ordering contact; however, other individuals can be added to receive the notification when requested by the customer.

General Reseller Information

See Equinix Reseller Rules of Engagement to learn more about deal registration, different levels of Reseller engagement, quote preparation and delivery, and Reseller support requirements.