You are viewing limited content. For full access, please sign in.



cloud new customer

asked on November 19, 2020

For setting up a new Cloud account customer does all of this information pertain to my customer?  See attached file.



2020-11-19.png (2.11 MB)
0 0


replied on November 19, 2020

Yes, this information should pertain to your customer. The information on the left side is the customer information. You can also change this information later. 

The information on the right side is used to create the first user in the system. This first user will also be the default administrator as it's the first user. You can change the security of this user and add new users afterwards from the accounts page.

You are technically creating a trial account at this point so when you are ready to have the customer access the system, there is a way for you to securely pass the login information over and have the customer create a new password.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.