In this article, you will learn how to invite a client in nOps for a well-architected review. The process is simple and straightforward:

  1. Log in to your nOps partner account.

  2. Click on your profile name.

  3. Click Manage Clients, this will take you to the “Manage Clients” page.

  4. In the Manage Clients page, click + New Clients > Invite a client for well-architected assessment.

  5. In the “Invite customer to nOps" popup, fill out the Email of the client and click Invite Client. The Email Subject, Email Body, and Invitation Link are already prefilled for you. You can edit the Email Subject and Email Body before sending the invitation.

Once you click Invite Client, the client will receive an email with an invitation link, similar to:

If they click on Sign up now, they will be redirect to the nOps sign up page.

After creating an account an signing up for nOps, the clients will also need to verify their email address. The verification email is sent to the same email address that was used for the invite.

When a client logs in into their nOps account for the first time they will see the "Set Up nOps" popup screen from where they can set up a cloud account with nOps. To learn more about the cloud account setup see, Adding an AWS account to nOps with Automatic Setup and Adding an AWS Account to nOps with Manual Setup.

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