Adding and Managing Customers

Learn how to create and manage your own customers within your Reseller Partner Account

Once you Reseller account is approved, you can start adding new customers. Each represents a Nexudus Platform account.

To add a new customer to your Reseller account:

  1. Click Add Customer.
  2. Complete all the details. All fields are required.
image__2_.png
New customer form
 
Once you have created a customer account, you can access their account clicking on Manage in the list of customers.
image__3_.png
Managing your customer accounts
 

  To be able to manage customers you will need to email support ( support@nexudus.com ) and confirm your level of support, until then the manage button will be disabled. 

Inviting your customer to their new account

When you create a new customer account in your Reseller account, only you will have access to it. Once you are ready to invite someone in your customer organisation, you can follow the next steps:
 
  1. Select a customer in the list using the checkbox provided.
  2. Click on Invite Customer.
  3. Enter the full name and email of the customer.
image__4_.png
Inviting a customer to their account
 
image__5_.png
Inviting a customer
 

Creating Networks

When one of your customers opens a second location, you want to create a network of locations and invite this customer to all of them. To do so, follow these steps:
 
  1. Select the existing customer account in the list.
  2. Click on Add network account.
  3. Enter the name of the network.
image__6_.png
Creating a network account
 
image__7_.png
Creating a network account
 

Adding sub-accounts

When one of your customers already runs more than one site, you have created a network and the open an additional site, you want to create sub-account in the existing network. To do this, follow the next steps:
 
  1. Select a network account in the list using the checkbox provided.
  2. Click on Create sub-account
  3. Enter the name of new account.
image__8_.png
Creating an account inside an existing network
 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.