<< <%SKIN-STRTRANS-SYNCTOC%> >> How do I Provision a Customer?

 

You must have Customer or Platform Administrator access in order to create new customers. Customer Administrators can create a basic record - account settings can only be changed by Platform Administrators.

 

Licenses, addresses, and API access can only be provisioned for customers by Platform Administrators.

 

 

Overview of the steps required to create a new customer.

 

Step #1: Add a New Customer

 

Step #2:Create the First User (Primary User for the Customer)

 

Step #3: Assign Application License to the User