Set up a new customer account

This procedure describes the minimum requirements needed to set up a new customer account.

Create a new customer account for each customer that needs to process documents using Tungsten AP Essentials. When you create a customer account, specify settings that determine which:

Document process the customer account uses.
Services the customer account uses.
Users that have access to Tungsten AP Essentials and the roles they perform.
Buyers the customer has.

To set up a new customer account:

Add a new customer account. When you add a new customer account, you also create an administrator user at the same time.
Enable the services that the customer account requires. Every customer account must have Extraction and Target system services to activate the account. Other services are optional.
Optionally, add buyers or sellers. If the account does not have multiple buyer/seller organizations, you do not need to add buyers/sellers.
Optionally, add custom email addresses if the Email input service is enabled. One email address is already created for you if the Email input service is enabled.
Add users that will be responsible for processing documents.
When you are satisfied with all the settings, activate the customer account. An email is automatically sent to each user with login information, and the customer account is ready to accept documents for processing.