Welcome > New customer setup > Administration > Adding a new customer

Adding a new customer

This procedure shows how to add a new customer in Control Center.

Note This topic describes Control Center settings. Learn about Admin Center settings here.
To add a new customer:

  1. Navigate to the Customers view.
  2. Click Add.
  3. Use the wizard that appears to:
    • specify the customer settings.
    • optionally create an administrator account.
    • choose services.
    • specify the service plan model. 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 these settings later.
Tip You must activate the customer before customer users can log in and use the system. Also, when a customer administrator logs in to ReadSoft Online for the first time after creating a customer, the terms of service are displayed. A customer administrator can agree to the terms on behalf of all users in the organization. The terms of service must be accepted in order to use ReadSoft Online.
Tip When a customer administrator logs in to for the first time after creating a customer, the terms of service are displayed. A customer administrator can agree to the terms on behalf of all users in the organization. The terms of service must be accepted in order to use ReadSoft Online.