Managing customers

Managing customer accounts

Edit a customer’s details

  1. Navigate to the Customers page.

  2. Locate the customer you want to edit, and click the customer’s name.

  3. Select the Details tab, and in the Details panel, click Edit Details.

  4. Update the customer’s details as needed 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.

  5. Click Save.

Managing subscriptions and inventories

Add a subscription

You can add multiple subscriptions to a customer. This can be useful if you want to avoid charging the customer a pro-rated amount for services by updating their current inventory, or if you want some subscriptions to renew and others to not renew.

  1. Navigate to the Customers page.

  2. Locate the customer you want to add a service for, and click the customer’s name.

  3. Select the Subscriptions tab.

  4. Click Add New  Subscription.

  5. Select the subscriptions you want to add from the list.

  6. (Optional) Select Automatically renew subscriptions to enable automatic renewal for the selected subscriptions.

  7. Click Add.

  8. Select the number of certificates (inventory) you want to add for each certificate type.

  9. Click Continue.

  10. Review the subscription details, and click Confirm.

Manage inventory

Subscription inventories are divided into two types:

  • Current Inventory — This is the inventory available for immediate use under the subscription and will result in a pro-rated charge in the next invoice.

  • Renewal Inventory — This is the inventory that will be available for use when the subscription is renewed.

  • Current Inventory

  • Renewal Inventory

  1. Navigate to the Customers page.

  2. Locate the customer you want to manage the inventory for, and click the customer’s name.

  3. Select the Subscriptions tab.

  4. Locate the subscription you want to manage, and click the subscription’s name.

  5. In the Subscription Details panel, click Manage  Manage Current Inventory.

  6. Select the number of certificates (inventory) you want to add for each certificate type.

  7. Click Continue.

  8. Review the subscription details, and click Confirm.

  1. Navigate to the Customers page.

  2. Locate the customer you want to manage the inventory for, and click the customer’s name.

  3. Select the Subscriptions tab.

  4. Locate the subscription you want to manage, and click the subscription’s name.

  5. In the Subscription Details panel, click Manage  Manage Renewal Inventory.

  6. Select the number of certificates (inventory) you want to add for each certificate type.

  7. Click Continue.

  8. Review the subscription details, and click Confirm.

Suspend a subscription

  1. Navigate to the Customers page.

  2. Locate the customer you want to cancel a subscription for, and click the customer’s name.

  3. Select the Subscriptions tab.

  4. Locate the subscription you want to cancel, and click the subscription’s name.

  5. In the Subscriptions Details panel, click Manage  Suspend.

  6. Click Confirm to suspend the service.

Suspended services can be reactivated at any time by following the same steps and clicking Enable.

Delete a customer

Customers can only be deleted if they do not have any active subscriptions.

  1. Navigate to the Customers page.

  2. Locate the customer you want to delete, and click the customer’s name.

  3. In the Actions panel, click Delete Customer.

  4. Click Yes to confirm the deletion.

Managing reseller accounts

Edit a reseller’s details

  1. Navigate to the Customers page.

  2. Select the Resellers tab.

  3. Locate the reseller you want to edit, and click the reseller’s name.

  4. Select the Details tab, and in the Reseller Details panel, click Manage  Edit Details.

  5. Update the reseller’s details as needed based on the information provided in the following table.

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  1. Click Save.

Disable a reseller

  1. Navigate to the Customers page.

  2. Select the Resellers tab.

  3. Locate the reseller you want to disable, and click the reseller’s name.

  4. Select the Details tab, and in the Reseller Details panel, click Manage  Disable.

  5. Click Yes to confirm disabling the reseller.

Disabled resellers can be reactivated at any time by following the same steps and clicking Enable.