Overview
Create new customer accounts in your system to grow your client base and manage customer information, users, and subscriptions in one centralized location.
Use Case: Add a new customer to your system and manage their account details, associated users, and subscription information.
Who Should Use This: Administrators and account managers who need to onboard new customers and maintain customer account information.
Prerequisites
- [ ] Admin role or appropriate permissions to manage customers
- [ ] Access to the main navigation menu in the system
- [ ] Customer information ready (company name, address, domain, email)
How to Add a New Customer Account
Step 1: Select Customers from the Main Navigation Menu
Navigate to the Customers section to access customer management features.
Where to find it: Main navigation menu at the top or side of the screen
What you'll see: The Customers page opens, displaying your customer list and management options.
Step 2: Click Add New Customer
Begin the process of creating a new customer account.
Where to find it: On the Customers page, typically a button labeled "Add New Customer"
What you'll see: A new customer form or dialog opens, ready for you to enter customer information.
Step 3: Enter the New Customer's Company Name
Type the company name to personalize and identify the customer account.
Where to find it: In the customer form, typically the first field labeled "Company Name" or similar
What you'll see: The company name appears in the field as you type.
Step 4: Add the Customer's Address
Enter the customer's business address to ensure accurate account details.
Where to find it: In the customer form, in the address field or address section
What you'll see: The address field populates with your entered information, and suggested addresses may appear below the field.
Step 5: Choose a Suggested Address
Select a suggested address from the dropdown or list to enable fast and error-free data entry.
Where to find it: Below the address field, displayed as suggested options after you start typing
What you'll see: The selected address automatically fills in all address fields with complete and validated information.
Step 6: Include the Business Domain
Enter the customer's business domain to link the customer account to their online presence.
Where to find it: In the customer form, in a field labeled "Domain" or "Business Domain"
What you'll see: The domain appears in the field (e.g., "example.com").
Step 7: Provide an Email Address
Enter an email address to enable secure communications and notifications for the customer account.
Where to find it: In the customer form, in a field labeled "Email" or "Contact Email"
What you'll see: The email address appears in the field, and the system may validate the email format.
Step 8: Click Save
Complete the customer account creation process and add the new customer profile to your system.
Where to find it: At the bottom of the customer form, typically a button labeled "Save" or "Create Customer"
What you'll see: A confirmation message appears, and the new customer is added to your customer list. You may be redirected to the customer's profile page or back to the customer list.
Expected Result
A new customer account is created in your system with all the information you provided. The customer appears in your customer list and can be managed, searched, and updated.
You'll know it worked when: You see a confirmation message indicating the customer was successfully created, and the new customer appears in your customer list with the company name you entered.
Common Tasks
Finding an Existing Customer
Use the search bar on the Customers page to quickly locate a customer from your list by typing their company name, domain, or other identifying information.
Where to find it: On the Customers page, typically at the top of the customer list
What you'll see: As you type, the customer list filters to show matching results.
Viewing or Updating a Customer Profile
Select a customer from the list to view their complete profile information and make updates to their account details.
Where to find it: On the Customers page, click any customer name or row in the customer list
What you'll see: The customer's profile page opens, displaying all account information with options to edit.
Managing Users Associated with a Customer
Switch to the Users tab on a customer's profile page to view, add, or manage people associated with that customer account.
Where to find it: On the customer's profile page, click the "Users" tab
What you'll see: A list of users associated with the customer, with options to add new users or manage existing ones.
Viewing or Editing Subscription Details
Access subscription information for a customer to view current services or update their subscription details.
Where to find it: On the customer's profile page, in the subscription section or subscription tab
What you'll see: Current subscription information displays, showing active services, plans, and options to edit or update subscriptions.
Additional Information
- Tip: Use suggested addresses when available to ensure accurate and complete address information, reducing data entry errors.
- Note: The business domain helps link the customer account to their online presence and may be used for authentication or integration purposes.
- Best Practice: Keep customer information up to date by regularly reviewing and updating customer profiles, especially contact information and subscription details.