How to Onboard a New Service Provider / Partner – Step-by-Step Checklist

1. Operator – Create the Partner in COS BE

• • Guide: Operator: Create a new Service Provider and a user

  • Article: How to create a Service Provider in COS BE

2. Operator – Create Partner Admin User(s)

• • Article: How to create an Admin User

  • Guide: Operator: Create a new Service Provider and a user

3. Operator – Configure Access and Service Permissions

1. Set Allowed Groups

   • Can be configured directly on the Partner or inherited from a Group.

2. Set Allowed Service Types

   • Defined for each Service Type in COS BE.

   • Ensures the Partner can only offer approved service types.

4. Operator – Configure Provisioning

1. Associate the Service Provider ID with the correct Integration System

   • Navigate to: System → Integration Systems

2. Add the Service Provider to the Provisioning Configuration and enable it

   • Navigate to: Provisioning → Configuration

3. Verify integration in your NMS system

   • Confirm configuration details such as API keys, profiles, VLAN/QoS mappings, etc.

5. Operator – Training and Testing with the Partner

Schedule a joint training and validation session to ensure the Partner understands their environment and workflows.

Recommended activities:

• Create and publish services in the Marketplace

• Edit company profile (logo, presentation, contact information)

• Review the full order lifecycle (new, move, modify, cancel)

• Practice incident handling and ticket management

• Test reports and data exports

✅ Perform at least one test order and verify provisioning logs before go-live.

6. Service Provider – Configure Services, Company Profile and eventual Broadband labels

1. Set up Services and Product Catalog

   • Article: How to create a Service

   • Guide: Service Provider: Creates Services and completes company information

2. Complete company profile

   • Add logo, description, contact details, and policy links.

   • Verify visibility and pricing in the Marketplace.

3. Set up Broadband labels
   
   • Article: How to configure Broadband labels
     
   • Guide: How to add Broadband Labels as a Service Provider

7. Optional – API and Webhook Configuration

• Contact COS Support if the Partner will use APIs or webhooks for automation or integration with external systems.