You can add accounts for your clients by doing the following:
- Sign into the Partner system.
- On the left-hand pane, click on Accounts.
- Click on the Add Account button.
- In the Add Account page, you should fill in the following fields:
Full Name: The client’s name.
Company name: The client’s company name. (Optional)
Email Address: The client’s email.
Password: You can specify a password for the user’s account. This is optional and if you leave this field blank, an email will be sent to the client to ask him to set his own password.
Confirm Password: To confirm the password if you specified one.
Language: Specify the language.
Plan: Select the plan that you want to sell to this client. If it is not available in the drop-down menu, you can create a new one by clicking the Add Plan button.
- Click the Add Account button.