Managing customers

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.

    Partner Management

    The reseller 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 inventory, or If you want some subscriptions to renew while others do not.

  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 subscription(s) you want to add from the list.

  6. Specify the term (duration) of the subscription.

  7. (Optional) Select a start date for the subscription.

    You may backdate the subscription start date by up to the length of the selected term minus one day from today. If an earlier start date is chosen, the subscription cost will be prorated accordingly.

  8. (Optional) Select Auto-Renewal to enable automatic renewal for the selected subscriptions.

  9. Click Add.

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

  11. Click Continue.

  12. Review the subscription details.

  13. Click Confirm.

Manage inventory

Subscription inventories are divided into two types:

  • 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.

  • 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  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  Renewal Inventory.

  6. Select the number of certificates (inventory) you want 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.

Apply a refund

Refunds can only be processed through the UI for transactions made within the last 30 days. If you have needs outside of this functionality, please contact Sectigo for assistance.

  1. Navigate to the Customers page.

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

  3. Select the Transactions & Refunds tab.

  4. Select the transaction(s) you want to refund, and click Process Refund.

  5. In the Confirm Refund Details dialog, update the number of certificates to refund for each selected certificate order.

  6. Click Process Refund.

Once applied, the refund is visible on the Transaction & Refunds page, as well as in invoices, and in transaction reports for the associated customer.

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.