Adding a sub-account

Adding a sub-account

To create a new sub-account:

    1. Go to the Accounts tab and then click the desired account name.

    2. In the account details page, go to the sub-accounts section and then click Add New.

    3. Now, provide necessary sub-account details as required. The default sub-account details are as follows.

Field

Description

Sub-account Name

Give account a unique name. This is a mandatory field.

Industry

Select the Industry from the list.

Domain Name

List all domain names of the customers. This allows requests from contacts to be automatically associated with respective sub-accounts.

Time Zone

Enter customer Time Zone.

Description

Add a description

Annual Revenue

Annual revenue from the customer

Address Fields

Add address details with various lines and fields like Postal Code, Landmark, State, and Country.

Contact Information Fields

Add contact information such as E-mail ID, Fax No., Phone No., Web URL.

Attachments

Add any customer attachments (images of files) specific to the portal.

Global Attachments

Add any relevant attachments (images of files) that should be available across portals.

 

      4.   Finally, and click Save. 


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