How to Create a Customer Account

Adding a Customer Account to Sendmarc

In order for you to logically separate your customer's data, you need to create an account for each customer.

In order to create customer accounts, you will need to have the Partner Administrator role and permissions.

  1. Click Account Administration.
  2. Click Accounts.
  3. Select the '+' icon to add an account.
  4. Complete the required fields
    1. In the 'Name' field, give the account a good unique name (usually the name of the Customer company).
    2. In the 'Email' field, input an administrator email address (note that no emails are sent to this address - it is created purely for account creation purposes).
    3. Under 'Package', select the platform package that the customer has signed up for (or would fit the customer profile if you are running a POC with that customer).
    4. If available and required: Under 'Breach Detection Package', select the package that the customer has signed up for.
    5. If available and required: Under 'Lookalike Domain Package', select the package that the customer has signed up for.
    1. Under 'Status' select the customer status:
      1. 'Active' means the customer is live, and will be billed for based on your previous selections.
      2. 'Trial' limits the features and data available to the customer.
      3. 'Disabled' deactivates the account and removes all access to the account.
  1. Click 'Save'.
The account will now be created, and will appear in the account list on the left. Click the 'View User' button to create your first user for this account. This process is detailed here.