Views:

Procedure

  1. Go to CustomersNew Customer.
    The Select New Customer window appears.
  2. Select the Customer Type.
    Note
    Note
    If you are using a Licensing Management Platform account, the Select Customer Type screen will not appear. Continue to Step 4.
  3. Click Next.
    The Enter Customer Information screen appears.
  4. Type the required information.
  5. Click Next.
    The Assign Service Plan screen appears.
  6. Select a service plan and start date.
  7. Type the number of units per license.
  8. Click Next.
    The Configure Product Default Settings screen appears.
  9. Select a default settings template.
  10. Optional: Change the default template, as needed.
  11. Click Save.
    The screen closes and the Customers screen appears.
    Note
    Note
    Because Licensing Management Platform has already linked your Worry-Free Business Security Servies account, you do not need to enter your credentials to sign into Worry-Free Business Security Services.