In this article, I will walk you through how to register and provision a new client. I will also show you how to activate/deactivate a client in the Admin Portal.
Step-by-Step guide:
- After logging into your Partner Admin Portal, click on the Clients icon in the left side tray.
- Click Manage Partners to select a current partner. You may also click the blue Add new client button in the top right corner of the Manage Clients section.
- Click the partner you would like to add the client to.
- Click Clients
- Click Add new client
- Select the product you are assigning to the client, as well as the Pricing type, number of licenses, and whether this company is a registered 501(c)(3) non-profit entity.
Click Next
- Fill out all Company/Client information
Click Next.
- Enter Billing information or check the box to copy from client information.
- Enter your preferred URL identifier and click Check availability to ensure that your URL is available.
- If it is available, you will see this message: Congrats! Your domain name is available.
- Add Site administrator details or check the box to copy from client information.
- Notice that a banner appears at the bottom stating the following: Registration email will be sent to this user with instructions to change their password.
Click Next
- Add any Premium products that apply to this client.
Click Next.
- Please ensure that all information is correct.
Check the Send email box to immediately send an email to your new client.
- After creating the client, you will be taken back to the Manage clients module.
To activate an inactive client:
Toggle the Show Inactive bar at the top to show all inactive clients.
- Click the new inactive client.
- Under the Settings tab, click Activate/Deactivate Account.
- This section is where you will find the option to activate and deactivate the client. Click Active
- Click Save Changes
- A small box will appear, confirming that the activation was successful.
