Reseller Checklist – Onboarding AWS Customer
The information below is meant to be a general in nature. Processes may vary by local country processes.
Before you can Add or Link and AWS account, the following items should be completed:
Tasks | Owner | Control Panel |
| Before you complete the following steps, review Discovery Questions for Customers with Existing AWS Accounts. | Reseller | N/A |
Setup Client in platform (if not already completed) | Reseller | ION |
Customer/Cloud Provider - Set the Pricebook for the Customer | Reseller | ION |
| Assign the Support Plan Group (AWS Business Support, Developer Support or Basic/No Support) | Reseller | ION |
Setup platform end-user credentials for access to the Customer Portal (Optional) | Reseller | ION |
Add or Link an existing AWS Account
The process for linking an AWS account may be performed in the Reseller's SIE account or from the Customer Portal
Tasks | Owner | Control Panel |
Customer/Cloud Account screen - Click [Add+] | Reseller/Client | ION |
Select "Amazon Web Services" from the Cloud Provider List | Reseller/Client | ION |
Select [New Account] | Reseller/Client | ION |
| Enter the 12 digit AWS account number | Reseller/Client | ION |
| Enter the root email address | Reseller /Client | ION |
| Setup ARN Role - (Instructions in platform) | Reseller /Client | ION |
| Verify Role ARN value in SIE - (Instructions in platform) | Reseller | ION |
| Assign the Support Plan Group (AWS Business Support, Developer Support or Basic/No Support) | Reseller | ION |
Note: AWS Account Linking: A workflow request is submitted for approval and processing to the platform Operations team. Once approved, an email from Amazon Web Services is sent to the root email address. Within two weeks, the owner of the AWS account must accept the linking request (via the link embedded in the email or within the Consolidated Billing/Organizations section of the AWS console).Request new AWS Account
The process to request a new AWS account may be performed in the platform management console or from the End Customer portal.
| Tasks | Owner | Control Panel |
| Setup Client in platform (if not already completed) | Reseller | ION |
| Customer/Cloud Provider - Set the Pricebook for the Customer | Reseller | ION |
Customer/Cloud Account screen - Click [Request+] or [New+] Note: The SIE Support Ops team will contact you for the email address for the new account. This email address will be used for the new AWS Accounts' Root user login credentials. | Reseller / Client | ION/Customer Portal |
Customer/Cloud Account screen - Select "Amazon Web Services" from the Cloud Provider List | Reseller / Client | ION/Customer Portal |
| After the new account has been set up, create the Role ARN - (Instructions in platform) | Root Owner/IAM User | AWS |
| Verify Role ARN value in SIE - (Instructions in platform) | Reseller | ION |
| After the new account has been set up, assign the Support Plan Group (AWS Business Support, Developer Support or Basic/No Support) | Reseller | ION |
| Upgrade the support type to AWS Business Support or Developer Support, if applicable* | Client | AWS |
Note: AWS New Account Request. A workflow request is sent to the platform Operations team for approval. You will be contacted to confirm or request information: (1) Account Name/Nickname, (2) New Email Address to assign as Root, and (3) the AWS Support Type required.