Add a new customer Account

Steps to add a new Account:

1 Add New Account
2 Add a Main Contact to the New Account (Optional)
3 FAQ’s

Related Help Guide Pages

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!

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:

From the Main Navigation Menu click the ‘Accounts’ option
This will open the Accounts DataGrid
From the Accounts DataGrid, click the ‘Add Account’ button
This will open the ‘Account Details’ form
Begin by adding your new Account Name
You can add your own Account ID into the next field however, this will auto-populate if you leave it blank
Next, using the ‘Select’ button, select the Main Account Group your Account is going to fall under
If your Account has a main Email Address, you can add it to the ‘Email Address’ section
The next section is the ‘Overview’ section, here you can add a Description for the Account (optional)
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)
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)
Once you are happy with your form, press the ‘Save’ button in the top right corner

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.

While still editing the ‘Account Details’ form, open the ‘Employees’ page from the Account Management Menu
This will open the ‘Employee’s' DataGrid
Click the 'Add User' button
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
Under the ‘Employment’ section, change the 'Main Role' to 'Manager Role'
Press the 'Save' button in the top right-hand corner
Use the breadcrumb trail to go back to the 'Users' page
This will now show your new User in the Employee’s DataGrid
From the Account Management Menu, select the ‘Details’ option
This will take you back to the ‘Details’ page
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
Once you are happy with the Account setup, press the 'Save' button in the top right corner

FAQ’s

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

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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