A Reseller account can create and manage Customer accounts. The accounts can be created either from scratch or from registered deals.


Create new customer account

  1. Open the Accounts page.
  2. To the right of the Accounts list, click +
  3. Select how to create a new customer account.
    Note: If you select to create an account using a registered customer, many of the steps will be prepopulated with the appropriate data as per the contract. Fill in the addition information.
  4. Select a product.
  5. Select a service period and a service start date.
  6. Enter account details.
  7. Enter the account and contact details, then click Next.
  8. Enter a username and email for the primary user, then click Next.
    This user will be assigned the Master Admin role, granting full access to the Keepit platform. 
  9. Review the details and click Create.


Edit an account 

  1. Open the Accounts page.
  2. Point to the account and select ••• > Edit.
  3. Edit the account information and click Update.


Delete an account

  1. Open the Accounts page.
  2. Point to the account and select ••• > Edit.
  3. Open the Service tab. 
  4. Click Cancel service.
  5. Click Yes, cancel to schedule account deletion.