Setting up a Customer’s Account

BeforeYou must create the customer before you can activate any of the customer features, you must create the customer.features. This customer will sit below your account, and you can switch to each customer from within your account. Your account is referred to as the top top-level account. This makes it easy to maintain all of your customers. On the main menu on the left-hand side of the portal, you will see these options (please see the left image).

HereHere, you will need to select Commerce - Customers. You will be presented with the screen below. If you have existing customerscustomers, you willcan see them here.

For most customer setupssetups, you will require the Normal customer optionoption, which will allowallowing you to add all services and features. The residential customer option will only have access to a limited number of features. 

Here is an example of a normal customer set up.setup.

As this is a basic setup guide in the first part of this manual, it will only cover the necessary parts of your customer's account set up.setup. 

Firstly, you will need to give your customer a unique name. Please keep in mindremember that other resellers could already have used the same company name. If the name is not uniqueunique, it will show a system error. 

Customer Settings

Customer name

Insert the name of your customer here.

Billing 

Rate plan

The next setting you may wish to consider changing is the rate plan. This will automatically assign the first one into the list. If you do not use our built-in billing system, you will most likely want to choose the master rate plan. This can be changed later but will affect the charges being applied right now. 

Credit Limit

 

You must give your customer a credit limit so that you can add chargeable features like telephonesextensions and numbers. The amount of credit on the customer's account is dependentdepends on the customer's size of the customer and what you are adding to the system. We recommend providing enough credit forto gettingset up the customer set up,customer; this can be increased if required.

Address

Billing email address

The final detail you must complete is the billing email address. This can be the customer's email if you are usinguse the system tofor invoice,invoicing or your accounts department if you intend to download the CDR’sCDRs and import them to a separate billing system.

Press save at the bottom of the page. You are now ready to proceed with adding the features in the basic setup guide of this manual. Click Switch to this customer.