A Parent account can create and manage Partner and Customer accounts.
Create a parent account
- Open the Accounts page.
- To the right of the Accounts list, click +.
- Select Partner, then Next.
- Select a product for the account and products to add to the partner's product portfolio.
- Select a service start date.
- Enter account details.
- Enter user details for the primary user.
This user will be assigned the Partner role, granting full access to the PMC. - Review the details and click Create.
Create a reseller account
- Open the Accounts page.
- To the right of the Accounts list, click +.
- Select Reseller, then Next.
- Select a product for the account and products to add to the partner's product portfolio.
- Select a service start date.
- Enter account details.
- Enter user details for the primary user.
This user will be assigned the Reseller role, granting access to the PMC. - Review the details and click Create.
Create a customer account
- Open the Accounts page.
- To the right of the Accounts list, click +.
- Select a product.
- Select a service start date.
- Enter account details.
- Enter a username and email for the primary user.
This user will be assigned the Master Admin role, granting full access to the Keepit platform. - Review the details and click Create.
Edit an account
- Open the Accounts page.
- Point to the account and select ••• > Edit.
- Edit the account information and click Update.
Delete an account
- Open the Accounts page.
- Point to the account and select ••• > Edit.
- Open the Service tab.
- Click Cancel service.
- Click Yes, cancel to schedule account deletion.