Manage payment matters of an account (postpaid account)
If you are referring to payment of a Prepaid account, click here. Want to learn the difference between prepaid and postpaid? Click here. Go to Customer App > find the customer account > View > Payment: 1. Credits: ...
Read MoreUpdate member info
Go to Customer app > View the organization > Members Click the eye icon Click Change >Fill in new info > Save
Read MoreDelete – Suspend a customer account
Note:In order to delete a customer account, make sure you have withdrawed all their credits/cleared all their debts. Otherwise, the account cannot be deleted. Delete an account: Go to Customer app > ...
Read MoreChange ownership of an account
Note: Ownership transfer does not lead to subscription assignment transfer. After you have transferred the ownership successfully, please help your customer to assign the subscriptions accordingly. Login As or Remote Support feature may help. ...
Read MoreAdd members to customer account
Go to Customer app > Search an account > Click View > Members Click Add new member Fill in the info: Name Portal Access: allows users to log in to the web portal. Role: Admin Member Email ...
Read MoreEdit a customer account
Customer account information can be updated by going to Customer app > View Customer Account > Settings: General Information: Organization Name Billing Information: By default, Billing Name = Org Name. Billing Name can be different from the Org Name. If ...
Read MoreCreate a new customer account
Click Create Organization > Fill in Organization Information: Organization Name Country: determines the tax applied. Find out more at Portal Settings > Tax Currency Timezone Pricing Model: There are 2 types of pricing models: ...
Read MoreLog in your customer accounts
If you want to check some info of your customer accounts that cannot be seen directly in Customer app such as app configuration, subscription assignment, etc. you have to log ...
Read MoreWhat is Customer app used for?
A customer is a tool for you to manage all the sub-accounts and see general information without having to log in to each of them.Here are three ways customers will ...
Read MoreNavigate to a section
There are 2 ways to navigate to a section in a customer account: 1. View: Click View > Choose an item: 2. Shortcut: Click the next to View and select an item:
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