Add a new customer Account

Add a new customer Account

Learn how to add a new customer Account

When a new customer gets in touch to enquire about your Courses, it’s important to capture their information so that you are able to follow up with them easily, and provide a personalised experience!

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Follow this page to learn the steps for adding a new customer Account


Add New Account

Following the below steps to add a new Account to your platform.

To create a new Account, you will follow these steps:

  1. From the Main Navigation Menu click the ‘Accounts’ option

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  2. This will open the Accounts DataGrid

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  3. From the Accounts DataGrid, click the ‘Add Account’ button

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  4. This will open the ‘Account Details’ form

    image-20241115-162326.png

  5. Begin by adding your new Account Name

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  6. You can add your own Account ID into the next field however, this will auto-populate if you leave it blank

    image-20241115-162523.png

  7. Next, using the ‘Select’ button, select the Main Account Group your Account is going to fall under

    image-20241115-162614.png

  8. If your Account has a main Email Address, you can add it to the ‘Email Address’ section

    image-20241115-162843.png

  9. The next section is the ‘Overview’ section, here you can add a Description for the Account (optional)

    image-20241122-091811.png

  10. The next 3 sections allow you to add the ‘estimated number of employees’, the system status which informs Admins that the Account is Active or not and the Time Zone in which the Account falls (optional)

    image-20241118-111240.png

  11. The final section is the ‘Taxation Details’ section. This allows you to enter information surrounding Tax registration numbers, whether the Account is VAT-exempt or not, and which currency code the Account uses (optional)

    image-20241118-111419.png

  12. Once you are happy with your form, press the ‘Save’ button in the top right corner

    image-20241118-111503.png


Add a Main Contact to the New Account (Optional)

Following the below steps to add a new User to your customer Account, this will provide you and your team with key-contact information for this Account.

 

  1. While still editing the ‘Account Details’ form, open the ‘Employees’ page from the Account Management Menu

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  2. This will open the ‘Employee’s' DataGrid

    image-20241118-112139.png

  3. Click the 'Add User' button

    image-20241118-112219.png

  4. Fill in the User information such as Forename, Surname and Email Address
    You can add a User ID however, this will auto-populate if left blank

    image-20241118-112901.png

  5. Under the ‘Employment’ section, change the 'Main Role' to 'Manager Role'

    image-20241118-112528.png

  6. Press the 'Save' button in the top right-hand corner

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  7. Use the breadcrumb trail to go back to the 'Users' page

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  8. This will now show your new User in the Employee’s DataGrid

    image-20241118-113138.png

  9. From the Account Management Menu, select the ‘Details’ option

    image-20241118-113252.png

  10. This will take you back to the ‘Details’ page

    image-20241118-113431.png



  11. Scroll down to ‘Main Contact’ and allocate the newly created User as the ‘Main Contact' for the Account using the ‘Select’ button
    By pressing the 'Select’ button, a pop up window will open with all available Employees to select from

    image-20241118-113520.png



  12. Once you are happy with the Account setup, press the 'Save' button in the top right corner

    image-20241118-112824.png

 


FAQ’s

Yes, Accounts can be renamed within the Account ‘Details’ page

Account Name field

 

 

Yes, Accounts can be added in bulk following our help guide page ‘Importing Accounts’, this guide will take you through the steps of Importing Accounts in Bulk and what key information is required to do this.

 


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