Dashboard: The dashboard, working tabs on the left. Customer
Services
Subscriptions
Support
Access control
To issue a client a subscription/software product
Customer: Here we will show you how to create a customer.
Two tabs will show, manager customer and reset password tab.
Manager customer, here you can edit and create a customer.
Creating a client go to the top right and use ‘add new customer tab’ here complete your new
clients details, once done save, and make note of the clients username and password.
Password tab use only to modify clients password on request.
Remember to save the process after editing.
ISSUING A SOFTWARE PRODUCT/SERVICE/SUBSCRIPTION
Subscription: This is the tab to issue and manage software subscriptions.
Current subscribers
Pending/request orders
New subscription services
Current subscribers - will show your active subscriptions already issued. Here you can
create invoice, record payment, send invoice and change status of client (active, pause,
suspend..)
New subscription - here you issue the subscription or product you created in video 1.
New subscription - select the service/product created from drop down list
Customer - select customer created from drop down list
Enter Username - makeup and enter the new clients user name. We normally take this from
their name. Make a note of this.
Subscription effective from - enter the effective date. Normally date you create the product.
Save the issue.
Your customer should receive an email from you noting their login access to the
software.
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