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Add a customer account

This procedure shows how to add new customer accounts using Admin Center.

Adding new customer accounts is a common task for administrators. If this is the first customer account you are adding, follow the procedure below for adding a new account. If you frequently add new customer accounts with similar settings, you can add a new account by copying an existing customer account. Copying existing customer accounts saves time and reduces the risk of making mistakes.

Add a new customer account

To add a customer account:

  1. Navigate to the Customers view and click ADD.
  2. Use the view that appears to specify the Profile, Services, and Service plan settings. You must specify a name for the customer (Profile settings) and select a target system (Services settings).

    The services that are available are inherited from the partner account. Some services are automatically enabled, while other services, such as Storage and Workflow, are not. Look over all the settings to ensure the services you need are enabled. If any services are missing, make sure they are enabled on the parent partner account.

    If you do not have the Manage service plans privilege, the Service plan settings are hidden, and you cannot add a service plan. However, an administrator with the Manage service plans privilege can specify the Service plan settings later.

    We recommend adding contact information to the company profile (Profile > CONTACTS). Contact information ensures seamless communication and quick assistance whenever needed.

  3. Click SAVE & CLOSE.

    You must add users and activate the customer before users can log in and use the system.

Copy an existing customer account

When you copy an existing customer account, you choose which services you want to copy to the new account. Some services, and their settings, are copied directly from the customer account, whereas others are added from the partner level, in the same way they are added when adding a new customer account.

Users are not copied. Therefore, settings that involve users, such as workflows and triggers, are not copied. User groups are copied but contain no users.

To add a customer account by copying an existing customer account:

  1. Navigate to the Customers view.
  2. Click in the ACTIONS column of the customer that you want to copy.
  3. Use the view that appears to specify which settings you want to copy and the details of the new customer account.
  4. Click COPY to create the new customer account.

    The new customer account is created, and the Customer view is displayed so you can easily add users and adjust other settings.

    You must add users and activate the customer account before users can log in and use the system.