Signing up a contact

How to add a contact to Nexudus. 

Use the following procedure to sign up a new contact. 

  You can ask Monika how to add a customer

To sign up a member, see signing up a member. 

  Contacts created on the admin panel without user accounts do not have access to the customer portal. To create a user account for a new contact, make sure the welcome email option is set to Yes.

  1. If the side menu is not visible, click .

  2. In the side menu, click Operations.

  3. Under the Customers section, click Members & Contacts.

  4. Click Add customer.

  5. In the Type box select either: Company or Individual.

    • Note: A Company is a customer record which can house the legal entity of a Company. Companies are often used as the paying member of a Team.

  6. In the Full name box type the customer's name.

  7. In the Email box type the customer's email address.

  8. From the Plan drop-down list, do not select the plan for this contact.

  9. Add the details to Team, Home location, Contact details, Billing details and Notes.

  10. Set the customer's printing settings under Ezeep and PaperCut.

  11. Optional: You can add more than one new customer at once by selecting the Add more than one customer checkbox at the top of the page.

  12. Click Save. 

  Contacts are customers who are not signed up to a plan. If the customer is interested in a plan, please see signing up a member

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Add new contact 
 

  Customers set up as companies cannot use Papercut, only customers set as individuals may use the Papercut integration.

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