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How to add and manage customer accounts in the partner dashboard

Create customer accounts under your partner account and manage users, Peppol IDs, API keys, and event delivery for each of them.

In a multi-tenant setup, each customer has its own Qvalia account. You find all of them under Companies in the partner dashboard.

Add a customer account

  1. Go to Companies and select Add company.
  2. Fill in the required fields: Company name, Org. number/account Registration Number, Country, Address, Postal code, City, Email, and Currency.
  3. Add optional details if you have them: Address line 2, Box address, VAT number, VAT rate, Our reference, Invoice email, Invoice phone, and Website.
  4. Under API access, select Enable API integration if you will manage the account through the Partner API or connect it to your platform.
  5. Under Features, select what the customer should have access to.
  6. Select Create company.

The registration number starts with two letters, usually the company's country code, followed by the registration number in letters and digits only. Examples: SE5562233345, AE1234567890. It is the account's identifier, the same value the Partner API uses as accountRegNo.

Setting
What it does
Enable API integration
Makes the account reachable through the API. Required if you manage it through the Partner API.
Invoice management
The company can receive and handle incoming invoices in the portal.
Order management
The company can send and receive orders.
Catalogue management
The company can send and receive product catalogs.
White-label login
The company's users sign in through your white-label portal.

Find a customer account

Companies lists your customer accounts with registration number, country, API integration status, number of users, and number of Peppol IDs. Search by company name or registration number, and filter by API integration (Enabled or Not enabled) or country. Select a company to open its settings.

Settings for each customer account

Page
What you do there
Details
View and update the company's details
Users
Invite users and set their privilege
Bank accounts
Manage the company's bank accounts. Qvalia enables this for your partner account on request.
Peppol IDs
Register the Peppol IDs the company receives documents on
Webhooks
Send the company's document and delivery events to your system
Manage API
Generate or rotate the company's API key

Invite a user

  1. Open the company and go to Users.
  2. Select Invite new user.
  3. Enter the user's name and email address. Phone (with country code) and job title are optional.
  4. Choose the user's language.
  5. Under Permissions and roles, choose the user's privilege.
  6. Select Invite.

The email address is the user's sign-in.

Register a Peppol ID

A company needs at least one registered Peppol ID to receive documents over Peppol.

  1. Open the company and go to Peppol IDs.
  2. Select Register Peppol ID.
  3. Enter the Peppol ID, for example 0088:1234567890123, and a description if you want one.
  4. Select Check availability and follow the steps to complete the registration.

To check a Peppol ID without registering it, use Look up a Peppol ID in the menu. It shows whether the ID is registered in the Peppol network and which document types it accepts. If the ID is not found and you expected it to be registered, try again later: new registrations can take a short while to appear.

Generate or rotate an API key

Each customer account has its own API key, which is not shared with your partner account or other customer accounts.

  1. Open the company and go to Manage API.
  2. Select Generate API key. Use the same page to rotate the key later.

Store the key in your own secret storage. API keys are for server-to-server calls only and must never be exposed in a browser.

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