Adding customers
Add a customer
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Navigate to the Customers page.
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Click Add New.
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Complete the Add Customer Account fields based on the information provided in the following table.
Element Description Company Name
The name of the company.
Address 1, 2, 3
The street address of the company.
City
The city in which the company resides.
Postal Code
The company’s postal code.
State
The state or province in which the company resides.
Country
The country in which the company resides.
Customer Partner
The partner that manages the customer account, if applicable.
Customer Type
The type of customer account identifies who is accountable for managing this customer’s products.
The possible values are:
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Partner Managed - The partner manages the customer account and its products.
When customers are partner managed, domains cannot be pre-validated in SCM.
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Customer Managed - The partner manages the customer’s subscriptions and orders, while the customer is responsible for administering the product.
This field cannot be edited after the customer account is created.
Admin Email
When the customer account is Customer Managed, this email address is used to create the first customer administrator.
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Click Save.
Add a reseller
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Navigate to the Customers page.
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Select the Resellers tab.
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Click Add New.
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Complete the Add Reseller fields based on the information provided in the following table.
Element Description Company Name
The name of the reseller company.
Address 1, 2, 3
The street address of the reseller company.
City
The city in which the reseller company resides.
Postal Code
The reseller company’s postal code.
State/Province
The state or province in which the reseller company resides.
Country
The country in which the reseller company resides.
Price List
The price list to assign to the reseller. The price list determines the prices that the reseller can charge their customers for products and services.
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Click Save.