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Add a Customer Account

Follow the steps below to add a customer account.

  1. Go to Customers and select Add Customer.

  2. Enter details as follows:

    • Customer Name: Enter the customer's business name.

    • Description: Enter an optional description for this customer account.

  3. Select Next.

  4. Enter the number of licenses you purchased for this customer. You can also use the up/down arrows to adjust the number.

  5. Next, choose the platform solution(s) for your customer by selecting the toggle beside each one. Only the solutions purchased by you are available to your customer.

  6. Select Save Customer and your customer appears in the All Customers table.

It is not required to add a customer administrator for a customer account. However, you can do so at the customer level from Settings > Administrators. See Adding an Administrator.