📄️ Create a New Customer Account
1. Click Create Organization
📄️ Clear billed amount for postpaid account
For partners using our billing system
📄️ Receive Organization Updates in Notifications tab
If you want to find out all the updates related to your Organization, such as subscription updates and user activities, you can navigate to the Notification tab within the Dashboard of your Customer App.
📄️ Add members to customer account
1. Go to Customer app \> Search an account \> Click View \> Members
📄️ Can I give trial to my customer? How to do that?
Yes, you can. A trial subscription can be given to all customers, totally free.
📄️ Change ownership of an account
Note:
📄️ Customer account with Demo flag
Demo account is used to serve all the demo use cases so that you or your customers can use this type of account for testing purposes.
📄️ Delete or Suspend a customer account
Note:
📄️ Do a search in Customer app
You can search for an organization (account) via its:
📄️ Edit a customer account
Customer account information can be updated by going to Customer app \> ViewCustomer Account \> Settings:
📄️ Export Subscriptions
You can export the purchased subscriptions for the account updated until the current date in a CSV file, including the SKU name (primary and add-on).
📄️ Manage IP Phone
For the accounts that chose their Pricing model as License Model, there is a specific tab to help you manage your customers' IP Phones.
📄️ Manage Licenses
Overview
📄️ Manage payment matters of an account (postpaid account)
If you are referring to payment of a Prepaid account, click here.
📄️ Manage payment matters of an account (prepaid account)
If you are referring to payment of a Postpaid account, click here.
📄️ Manage Release Notes
The Release Note App is an in-app release communications option that is used to create and distribute release notes to your customers.
📄️ Manage the active subscriptions
Go to Customer app \> View the customer account \> Subscriptions\> Click the eye icon on the subscription:
📄️ Manage the expired subscriptions
When you log in to your account and cannot find a subscription, it might have expired.
📄️ My customer asks for a refund, can I do that?
Yes, you can. Just pay attention to the following:
📄️ Navigate to a section
There are 2 ways to navigate to a section in a customer account:
📄️ Number activation fee
Background:
📄️ Purchase a subscription for a customer account
Note:
📄️ Purchase/Add-more Numbers
To purchase/add-more numbers for a Subscription, please follow the steps below:
📄️ Recover failed to renew or extend expiring subscriptions
If any organization has issues with its subscriptions, you will be alerted at the first sight.
📄️ Subscription cycle and charge
1\. Purchase:
📄️ Suspend or Delete an Identity
Suspend an identity
📄️ Update member info
1. Go to Customer app \> View the organization \> Members
📄️ View transactions of customer accounts
You can see transactions including subscription activation, credits top-up, or calls of your customers at the account overview page.
📄️ Log in your customer accounts
Remote Support:
📄️ Search for an Identity
Customer App supports search for an identity to see details and the organizations he/she is in.
📄️ What is Customer app used for?
A customer is a tool for you to manage all the sub-accounts and see general information without having to log in to each of them.