A Reseller account can create and manage Customer accounts. The accounts can be created either from scratch or from registered deals.
Create new customer account
- Open the Accounts page.
- To the right of the Accounts list, click +.
- Select how to create a new customer account.
Note: If you select to create an account using a registered customer, many of the steps will be prepopulated with the appropriate data as per the contract. Fill in the addition information. - Select a product.
- Enable the connector types and enter the seat limit, then click Next.
- Select a service period and a service start date.
- Enter account details.
- Enter the account and contact details, then click Next.
- Enter a username and email for the primary user, then click Next.
This user will be assigned the Master Admin role, granting full access to the Keepit platform. - Review the details and click Create.
Edit an account
- Open the Accounts page.
- Point to the account and select ••• > Edit.
- Edit the account information and then click Save.
Delete an account
- Open the Accounts page.
- Point to the account and select ••• > Delete account.
- Click Schedule deletion.