**Legacy** 3NG Hosted Platform - Create a Customer
Posted by , Last modified by Taylor Lobo on 21 August 2019 01:56 PM
- In the Home page of the Reseller admin portal, choose Subcustomers.
- On the Subcustomer Management page, click Add.
- Fill in the Add Customer form. Not all tabs are required. See the …customer tabs explained section for more details.
- Main Form (top)
Customer Name – short name for the customer object; this will be used on the web interface.
Currency – the currency in which this customer will be billed.
Opening Balance – a starting balance for the customer; the default is zero.
Customer Class – Choose the customer class.
- Address Info tab
Complete all contact and address info.
*Note if no email is provided the customer will not receive invoices or system notices.
**Best practice suggestion - Enter your helpdesk/company email address as a BCC so that you also get any alerts that the system sends out to this customer.
- User Interface tab
Specify a Login and Password for the customer portal to see invoices, make payments, etc…
Time Zone – set to customer’s local time zone for CDRs and billing.
Dialing Rules tab
Choose to Enable the Dialing Rules.
Next to "Load Sample" choose "Recommended, 10 & 11 Digit Domestic" from the drop down menu.
- Payment Info tab
Credit Limit – Specify the customers spending limit before calls requiring a charge are blocked
Balance Warning Threshold – Trigger used to notify customer balance is reaching limit and service will soon be blocked. This can be a dollar amount lower than the credit limit or a percent
- Click Save & Close.