Create an account
To create a new customer account, go to the “Accounts” subsection and click the “Add new account” button in the upper-right corner.


Edit an account
After creating a customer account, you can set up their products, edit personal data and manage rights of users of that account. For set-up guides, refer to the following product docs: To edit the personal data and manage user rights, click on the ID of the desired customer, or click on the “Edit” button in the “Actions” сolumn. If you click on the “Log in” button you’ll log in the customer’s Customer Portal panel under customer’s admin user.
Edit account tab
In this section, you can: 1. Log in to the Customer Portal using the client’s credentials. 2. Check the “Test Account” checkbox to hide a customer from the all customers list in the Customers subsection. Customer accounts marked as test accounts will not be displayed in the list. If you want to see test accounts, set the filter to “Test account true.” In the “Settings” section, fields with the information about the customer are included per steps 3–6. 3. Review the “Account status.” It shows the steps of using an account. The customer’s status is determined automatically according to the conditions:- Preparation. An account has been created, but the user has not yet used any product.
- Trial. An account has at least one product in “Trial” status, but no product in “Active” status.
- Active. An account has at least one product in “Active” status.
- Trial End. At least one of the product is in the “Deleted,” “Trial End,” or “Paused” status, and no product is in “Active” or “Trial” status.
- Deleted. An account is deleted.

Services tab
You can customize product visibility for a customer.Users tab
On this tab, you can edit personal data and manage user rights. You can invite new users only via the customer’s Customer Portal. You can edit a customer’s name, email address, language of automatic emails and user type.
Delete account
To delete their accounts, customers should navigate to the “Profile” section:

