Adding a New Client Account

Use the following steps to add a new customer. Be sure to note the examples provided for you.

1. Go to Reseller > Customers

2. Click on Add New Customer.

3. Enter company name, domain, and contact info.

The system does not like duplicate emails. One way around this is to create an alias by adding a "+word" (Ex: joesomebody+consumer@company.com)

4. Select Standard Plan 

Your available plans will populate from the drop-down menu.

5. Optional

Check Send Setup email if you would like them to receive a confirmation email with their login credentials as well as how to access the client portion of your dashboard. 

If you uncheck the “Send Setup Email” the client will not receive any notification that an account is set up.

6. Click Create Customer

Afterwards, the new customer will populate on your list of customers.

That's it! You can view your added customers on the Reseller > Customers page. 

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