How to gain access to a customer's IDP organization to set up workflows as a partner

Question:
As a partner, we have a customer whose system we need to access to start configuring workflows. What is the process to do this? 

Answer:
To begin managing your customers for IDP, please complete the following steps. 

1. Login to DocuWare IDP at https://platform.us.natif.ai/api-hub with your Realm Coordinator account. This will take you to your Realm. 
   NOTE: If you do not have a Realm Coordinator account, you will need to ask a Realm Coordinator to have one created.
    

2. Go to your Customer List, find the customer you need access to, then click on the eye icon in the Action column. 
   
    

3. Scroll to the bottom of the page until you reach Accounts Overview, then click on Create Account.
   
    

4. Fill out all information, and ensure you choose the Manager Role. When entering your email address, use an alias by adding a + character followed by a value to help differentiate what the account is used for. This could be the customer's name, for example. 
   JonDoe@Test.com will be JonDoe+PetersEngineering@Test.com
   
    

5. Once the account has been created, log out, then login with the credentials for the account you just created. 
    

6. You'll now have access to the organization, where you can create workflows for the customer. 
   

KBA applicable for Cloud organizations ONLY!