Managing Customer Accounts
The following sections are explained in detail
Follow the steps below to edit a customer's account details.
- Go to 'Overview' and find the customer in the All Customers table.
- Select the customer's Account Name.
- The customer's account details page displays. The following fields can be edited:
- Account Name: Name of your customer's business. For example, Example Coffee Company.
Customer accounts are listed alphabetically in the 'Customers' menu. If you are managing many accounts, consider a naming convention to group customers that makes sense for your business.
- Email: Email address associated with this customer account, for example, admin@example-coffee-company.com. This is the email address a customer admin uses to log into their Web Protection account.
- Description: A brief description of this customer account. This is a useful field for filtering and searching.
- Timezone: The time zone associated with this customer. Using the correct time time zone ensures that Overview information is accurate.
- License: A license string you can assign to this customer for your own reference, for example, customer reference number. This is not your Web Protection license.
- License Count: An optional number you can enter for this customer to record the license count purchased
- Select 'Save Changes' to save any changes made.
An MSP Admin can follow the steps below to reset a customer password. A customer can also use the forgot password feature to generate a temporary password.
- Select the customer account name from the Customers menu to access the customer account.
- Go to Settings > Administrators and select the customer admin whose password you want to reset.
- In the Password field, enter a new password. Passwords must be a minimum of 10 characters, contain a letter, number or symbol and are case-sensitive.
- Select Save Changes.