Go to Users & Licenses > Customers and click the Create Customer button.
Click the Create Customer shortcut () on the left of the screen.
The Specify Account Information screen appears.
State: Can also be the customer's region or province
Account name: Must be a unique value for the parent Tier 1 channel
User role: Set to "Administrator" (not configurable)
Contact person: Both the First name and Last name fields are required
All other fields are optional.
You can configure the Emergency contact email to ensure that you have a backup contact method in case of a service disruption with the customer's email provider.
Click Skip Service Plan to create the customer account without assigning any service plans.
If you decide to add a service plan to an existing customer account at a later time, see Modifying a Customer’s Service Plan.
The Assign Multiple Service Plans screen appears.
The type of unit depends on the type of product or service the plan is for.
A screen appears confirming that the account was successfully created.