The following outlines the best practice guidelines for Activating an Org as a Partner on behalf of your customer.

Once your Genesys Cloud order gets booked, we strongly recommend activating the org as soon as possible to begin your configuration and start your build.

Additional resources:

WARNING

Before activating a new org, manually log out of all other Genesys Cloud orgs. To log out, when inside the app or using a browser. access user settings from your profile header in the sidebar, then click Logout.

1. Create a new Cloud account

  1. From your Activate your Genesys Cloud email, click Activate.
    • NOTE: If you have not received your Activation Email, contact your Channel Rep or call Sales at 888-GENESYS (888-436-3797) for assistance. If you encounter other activation issues, send an to email onboarding@genesys.com.com with the Organization ID information and screenshots of the error or issue.
  2. Select your AWS Region via the dropdown.
  3. Click Sign Up.
  4. On the Create your Genesys Cloud Account screen, enter the desired Company Name of your customer.
    • NOTE:: The Company Name will become the org shortname. This unique identifier is used to specify the org when logging in. It can not be changed once set. From the Company Name field, the shortname is created as follows:
      • All letters are lowercase
      • Spaces and special characters are removed, except for dashes
      • If the shortname already exists, a number is added at the end.
  5. Input your name, work email address, and password as the first user account in the org.
  6. Click Next.
  7. From here, you’ll have the option to invite others into the org by inputting their first name, last name, and work email address.
    • NOTE: This can also be done later while inside the org.
  8. Click Activate Now.

2. Login with your new Cloud account

  1. When you arrive at the Login screen, select the correct AWS Region.
  2. Click More Login Options.
  3. Enter your org shortname.
    • NOTE: The Company Name will become the org shortname. This unique identifier is used to specify the org when logging in. It can not be changed once set. From the Company Name field, the shortname is created as follows:
      • All letters are lowercase
      • Spaces and special characters are removed, except for dashes
      • If the shortname already exists, a number is added at the end
  4. Click Next.
  5. Enter your credentials.
  6. Click Login.
  7. Once logged in, click Continue.
  8. You will receive an email titled Thank you for activating your Genesys Cloud features.
  9. You will also receive an email titled Welcome to Genesys Cloud which will include links for:
    • Logging in
    • Downloading apps
    • A link for inviting others into the new org