How to: Add a Customer

Step-by-Step Instructions:

Follow these steps if you’re looking to add a customer:

1. Login to the portal.

2. Navigate to “Your Customers” in the top menu.

Add A Customer

 

3. Click “Add Customers”.

This page will list all of your customers and the products you have provisioned for them.

 

Add A Customer

 

4. Add the name of your customer and click “Add Customer”.

Add A Customer

Add A Customer

Now that you have successfully added a customer you can provision products for that customer. You can also add a customer to a specific customer or “Account User”. Watch the video below to learn how.

How to: Add a Customer to an Account User

Shortlink: