Knowledgebase:
**Legacy** 3NG Hosted Platform - Create a Customer
Posted by , Last modified by Taylor Lobo on 21 August 2019 01:56 PM
  1. In the Home page of the Reseller admin portal, choose Subcustomers.
  2. On the Subcustomer Management page, click Add.

  1. 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

 

  1. Click Save & Close.
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