> For the complete documentation index, see [llms.txt](https://docs.eazybackup.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.eazybackup.com/partner-hub/getting-started.md). # Set up Partner Hub and start billing your first tenant ## Overview Partner Hub is where you manage customers, products, and billing in the eazyBackup client area. From here you connect Stripe, publish your catalogue, create a customer tenant, add their first Backup User, and start a subscription. This guide takes you from a new Partner Hub through to an **active** or **trialling** subscription. Give yourself time for Stripe business and bank details first. Once charges and payouts are enabled, setting up the catalogue and tenant is usually much quicker. *** ### Before You Begin Have these ready before you open Partner Hub: * **Stripe business and bank details** — legal business name, tax information, and the bank account Stripe will use for payouts. * **Pricing choices** — currency, billing interval, whether each product is fixed or metered, and whether the first plan includes a trial. * **Tenant contact and billing information** — organization name, contact name and email, and a complete billing address. Country is required for Stripe Tax. Open **Partner Hub** from the client-area sidebar. The Overview page tracks setup progress. ![Partner Hub Overview with the Get started checklist](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FTtf0Ta4AHaBn4Fzqjucn%2F01-overview.jpg?alt=media) The Overview **Get started** checklist is complete only when Stripe **charges**, **payouts**, and submitted account details are all in place. A green **Charges Enabled** badge on Overview is not enough by itself. *** ### Step 1 — Connect Stripe and confirm account status From Overview, select **Connect Stripe** or open **Stripe → Status**. Finish Stripe Express onboarding. When you return, confirm every status card: * **Account** — Connected and Ready * **Charges** — Enabled * **Payouts** — Enabled * **Requirements** — All set (0 due) * **Verification** — Clear (0 pending) ![Stripe Connect Status showing charges, payouts, account, requirements, and verification](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FsZxTeIWUZS6biMuXVkAV%2F02-stripe-status.jpg?alt=media) {% hint style="warning" %} **Product publishing stays blocked until charges and payouts are both enabled.** You can draft products and prices earlier, but you cannot publish them to Stripe until this status page shows charges **and** payouts enabled. {% endhint %} If Requirements shows items due, or Account still says setup incomplete, use **Finish Stripe setup** or **Manage Account**. Do not continue to publish until Status is Ready. *** ### Step 2 — Configure Tax & Invoicing Open **Settings → Tax & Invoicing**. This is recommended billing readiness, not a requirement for creating a subscription. Review: * **Stripe Tax** and default tax behaviour (exclusive or inclusive) * **Registrations** for the countries where you collect tax * **Payment terms**, invoice prefix, and invoice branding (logo, memo/footer, legal name) ![Tax and Invoicing settings for Stripe Tax, registrations, and invoice presentation](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FZwZHTPuUsEEAGoKcaIe7%2F03-tax-invoicing.jpg?alt=media) Save when the form is complete. You can assign a plan without finishing tax settings, but invoices will not calculate tax correctly until Stripe Tax, registrations, and the tenant billing country are in place. *** ### Step 3 — Create and publish products and prices Open **Catalog → Products**. Create one product per billable resource — for example storage priced per GiB, device count, or Microsoft 365 users. Do not combine unrelated resources on a single product. For each product: 1. Choose the **product type** (the resource the prices will meter or count). 2. Add at least one **price** with currency, interval, and billing type: * **Fixed / per-unit** — a set amount per interval * **Metered** — billed from reported usage (for example GiB of storage) 3. Set the price **Active**, then **publish** the product. ![Catalog Products list with a published product and a draft product](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2Fd4a0sXZly0yExzreST40%2F04-products-list.jpg?alt=media) ![Product editor with storage type, an active metered price, and Save Changes](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FdpozwzYxOyW0yVlT4inL%2F05-product-editor.jpg?alt=media) Draft or unpublished prices cannot be added to an active plan. *** ### Step 4 — Create an active plan from published prices Open **Catalogue → Plans** and create a plan from **published, active** prices only. Set: * **Interval** and **currency** (these must match the prices you attach) * **Trial** days, if the first subscription should trial before collection * **Included quantity** on each component * **Overage mode** for metered components Publish the plan so its status is **Published** (active). ![Catalogue Plans list with one published monthly plan](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2F8ONs8V168JLxRJHb5wvc%2F06-plans-list.jpg?alt=media) ![Plan editor summary showing interval, currency, trial, published status, and a metered component](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2Fh3ASoOs5oOACf7wAeqyo%2F07-plan-editor.jpg?alt=media) An **inactive** or draft plan cannot be assigned to a tenant. *** ### Step 5 — Create the customer tenant Open **Tenants** and select **Create New Tenant**. \ Complete the following: * **Organization** — company name (required). Slug is optional and can be generated from the name. * **Contact** — contact name and email (required). Phone is optional. * **Billing address** — country is required (2-letter ISO code such as `CA` or `US`). Add city, province or state, and postal code before you assign a paid plan so Stripe Tax can locate the customer. * **Portal admin** — optional. If you create an admin here, Partner Hub emails a single-use invitation. Do not invite the same person again from Members. * **Starter products** — enable the products this tenant may use immediately. Unchecked products stay disabled until you change **Access & Limits**. {% hint style="info" %} This creates the **canonical customer tenant**. It is not a Backup username and not a portal login by itself. Portal access comes from a member invitation. {% endhint %} *** ### Step 6 — Review Access & Limits before provisioning Open the tenant, then the **Access & Limits** tab, **before** you create Backup Users or assign operational resources. Tenant launch order is: 1. Tenant record 2. Entitlements (Access & Limits) 3. Backup User 4. Admin invitation For each product, confirm it is **Enabled** and **Active**, then set ceilings that match the plan (Backup User, agent, job, storage, and related limits) and the permissions the tenant should have. ![Access and Limits with Cloud Backup enabled and Create Backup Users allowed](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FY0RoKkbJ4VTQN9xbiuVT%2F09-access-limits.jpg?alt=media) {% hint style="info" %} Set Access & Limits so limits and permissions match what you intend to sell. {% endhint %} *** ### Step 7 — (Optional) Create an e3 Backup User Open the tenant **Cloud Storage** tab. The **Tenant launch** card shows whether the tenant record, entitlements, Backup User, and admin invitation are complete. Select **Create Backup User**. Copy the one-time operational credential when it is shown — Partner Hub displays that password once. Store it in your password manager, not in chat or a ticket. ![Cloud Storage tab with Tenant launch complete and Create Backup User](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FjnkC4TVa7BEcEjEMsJMu%2F10-backup-users.jpg?alt=media) A Backup User is the operational identity that owns agents, jobs, vaults, and Microsoft 365 workloads. It is **not** a portal member. *** ### Step 8 — Add or confirm a tenant payment method Open the tenant **Billing → Payment Methods** tab. Plan assignment does **not** require a card on file. Automatic collection does, especially when the plan has no trial. Subscriptions collect with `charge_automatically` and Stripe Tax enabled. If there is no payment method and no trial, the first invoice cannot be collected automatically. ![Tenant Payment Methods with Add payment method](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FcW44Lg8gFScU7wXbjb4H%2F12-payment-methods.jpg?alt=media) *** ### Step 9 — Assign the plan and create the subscription You can assign from the tenant **Services** tab (**Assign Service**) or from **User Assignments**. Choose: 1. The **tenant** 2. The published **plan** 3. The **eazyBackup user** selector (the Backup User / Backup account username that the plan meters) e3 Object Storage plans use a customer-owned e3 storage user instead of an eazyBackup cloud backup user. The picker appears automatically for those plans. ![Tenant Services with an active assigned plan](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2Fk82Nf2u8NOdsFGNPjTRz%2F11b-tenant-services.jpg?alt=media) ![User Assignments showing backup usernames attached to an active plan](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FxAmCu07tHsy8IEwHDw4O%2F11-assign-plan.jpg?alt=media) Create the subscription. Do not treat a portal member as the eazyBackup user — that selector lists Backup Users, not Members. *** ### Step 10 — Verify billing and invite the tenant admin On the tenant **Overview**, confirm: * Tenant health is **active** * The plan appears under **Current services** as **active** * Billing shows the Stripe customer **Connected**, with invoices as they are issued ![Tenant Overview with active service, connected Stripe customer, and invoices](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FnEzbtym3u4oJF4dxV8AL%2F13-tenant-overview.jpg?alt=media) Subscription status should be **active** or **trialling**. Metered usage appears **after** collection and reporting, not immediately on assign. Then open **Members**. If you already created a portal admin during tenant intake, verify that invitation or use **Resend Invite** — do not send a second invitation to the same person. If no admin exists, use **Invite a Member**: * Name and email * Optional username * Role **admin** for the tenant administrator The member receives a single-use, expiring link to choose their first password. That login is for the **branded tenant portal**, not for the backup client. ![Invite a Member form on the tenant Members tab](https://2026595258-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSvHh4wgiJn6bl81UXqVT%2Fuploads%2FVr8o8W3WUhQ3qVGjFUmy%2F14-invite-member.jpg?alt=media) *** ### Completion checklist * [ ] Stripe Status shows Account Ready, Charges Enabled, Payouts Enabled, Requirements All set, Verification Clear * [ ] Tax & Invoicing saved (Stripe Tax, registrations, invoice branding) * [ ] At least one **published** product with an **active** price * [ ] At least one **published** plan built only from those prices * [ ] Canonical tenant created with contact details and billing country * [ ] Access & Limits enabled and ceilings match the plan * [ ] First Backup User created; one-time operational credential stored safely * [ ] Payment method on file if you need automatic collection without a trial * [ ] Subscription **active** or **trialing** on the tenant and the selected eazyBackup user * [ ] Tenant admin invited (or the intake invitation verified / resent) *** ### Troubleshooting | Symptom | What to check | | ----------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Overview still shows **Connect Stripe** | Charges, payouts, **and** submitted details must all be true. Open **Stripe → Status**. | | Requirements due / Action needed | Open Status, then **Finish Stripe setup** or **Manage Account**. Payment writes stay disabled until requirements clear. | | Cannot publish a product or price | Charges **and** payouts must be enabled. Drafts can exist earlier; publish cannot. | | Plan will not publish or assign | Every component price must be **published** and **active**. Unpublished or archived prices cannot join an active plan. | | Inactive plan in the assign list | Edit the plan and set status to published/active. | | No eazyBackup user in the assign picker | Create a Backup User on the tenant **Cloud Storage** tab first. Portal members do not appear here. | | Subscription stays incomplete or past due | Confirm a payment method for automatic collection, billing address/country for tax, and that the plan has a trial if you expected no immediate charge. | | Invitation failed or still pending | From **Members**, resend the existing invite. If email cannot be delivered, copy the single-use link when Partner Hub shows it. Do not create a duplicate admin. | Need help after this walk-through? Use **Support** in the client-area sidebar.