Creating Your Customer in the BrainStorm Platform

This guide will provide you with the information you need to get started in creating Customer Accounts. 

Log into your BrainStorm Admin Account

1. Using the left sidebar, click Accounts > All

2. Click the Create Account button in the upper right corner.

Account Details

1. Enter Company Name

• Type in name of company in box
• Click on the name of the organization from dropdown (it will be the name of the organization followed by “(New Account)”
  
  

2. Add in Logo

• Click on Logo
• Upload a 1x1 image for the organization

NOTE: If this organization already exists, please reach out to your Partner Success Manager as you will not be able to create a new customer with the same name.

Account Information

 brainstorminc.com/?alias=YourAliasHere

The alias has the following limitations and requirements:

• Maximum of 32 characters
• Case insensitive (BrainStorm, BRainSToRm, brainstorm are treated as the same alias).
• Letters and numbers are allowed.
• Hyphens may be used inside words.

Benefits of using Account Alias:

• SSO with Multiple Identity Providers: If a user has accounts with multiple identity providers, aliases can help streamline access to different systems.
• Email Aliases: Users can use email aliases to access different accounts with the same login credentials, simplifying the login process.
• Multiple Domains: If a company has multiple domains, aliases can help manage users across different domains with a single set of credentials.
• If using SSO your unique URL can be used for Just-In-Time provisioning.

2. Account Type: Select Customer from the dropdown menu

3. Parent Account: the child account will automatically be created in the current account

NOTE: If your account has multiple parent accounts, you can select from the dropdown which account you would like to associate with this child account.

4. Contract Type: Select one of the following Contract Types for your customer:

1. Service Provider Customer
2. Service Provider Customer (with 45-Day Trial)

5. Magic Link: The Magic Link feature provides a quick way for end users to sign into the BrainStorm platform. Magic Links sends a unique verification link to end users' email, reducing log-in steps and improving the user experience. They also offer greater security as they minimize the risk of password theft.

6. Default TimeZone: Set the default timezone for this account.

• If you did not select a timezone the default time zone is set to UTC.
• End users may change their own time zone in their personal settings.
  
  

7. Click Save & Continue

Create Account

NOTE: This section is not for your end users. This is for the main contacts/admins for this particular customer’s account

1. Enter:
   • First Name (Required)
   • Last Name (Required)
   • Email (Required)
   • Department
   • Job Title
   • Roles
     • Recommended to select at least one user to have the Account Administrator role
2. Click Add

You may add as many contacts as you would like.

Add Templates

NOTE: For detailed information on what templates are, how to create them, and what they can do for your customers see: Templates for Service Providers

1. Select the checkbox next to the templates you would like to add to customer

2. Click Next

Add Packs

Note: For more information on what is a pack and what is in each pack see one of the following documents: 

Microsoft Packs

Google Workspace Packs

1. Select which packs you would like this customer to have

If you are a Microsoft partner, we recommend that you give your clients the following packs: 

• Microsoft 365 Core
• BrainStorm for Users
• BrainStorm for Admins
• BrainStorm User Engagement

If you are a Google partner, we recommend that you give your clients the following packs: 

• Google Workspace
• BrainStorm for Users
• BrainStorm for Admins
• BrainStorm User Engagement

2. Click Next

3. Enter the Quantity (license count) for each pack selected

4. Enter the expiration date for each pack selected (must be at least 30 days)

Add-ons

The add-on feature allows you to customize permissions for your customers. It will enable customers to create content, child accounts, and templates while engaging with the Marketplace through creating and purchasing packs. Additionally, the ability to set expiration dates for certain features ensures better management and control over account activities.

1. Select which of the Add-On features you would like your customer to have access to

• Create Content: Customers can create and upload content and assets. Service Providers can also set an expiration date for this feature. (Most Common)
• Create Child Accounts: Customers can create child accounts, and Service Providers can also set an expiration date for this feature.
• Marketplace: Customers can create packs in the Marketplace.
• Purchase Packs: Customers can purchase packs from the Marketplace.
• Create Templates: Customers can create account templates that can be applied to their customer accounts.

2. Click Next

Notify

1. If toggled on, this will notify the users that you have placed in the Contact list that their account has been created.

Now that your customer's account has been created, you will need to further configure this new account by enabling SSO, adding users, issuing licenses, etc. Click here for these instructions.