You can create the customer from two places:
- After logging in, you are moved to the Dashborad tab, where in the bottom right corner there are action buttons that allow you to create customers and resellers faster.
- The second place where you can create customers is the Customers tab. After going to the Customers tab, in the bottom right corner there is a button for adding customers.
After selecting the add customer option, an addition form will be displayed, where you will have to fill in the form:
- In the first step of the customer's email and, if necessary, other data. It also selects how to activate your account:
- Email activation - the customer will receive an e-mail with an activation link and will set a password by himself,
- Set password - the reseller assigns a password for the customer.
- In the next step, you will select the product which you had sold to the customer.
- In the last step of creating a customer choose the period of time for which customer is buying the subscription. A summary is displaying, and when you click Finish your license is automatically activated. A trial license is created when the reseller doesn't have enough funds to activate (in the case of top up) or after selecting the option below the summary.
Comments
0 comments
Please sign in to leave a comment.