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Creating Accounts

Customer accounts can be created both from the Control Center and by customers, from your online store. Reseller accounts can be created only manually, from the Control Center.

To create a new Customer Account, go to Account Director - Customer Manager and click the New Account button.Fill the form that appears.

The New Account Form includes the following sections:

General Info:

Customer Administrator:

Account cannot be created without registration at least one User associated with this Account. Since Customer Accounts provide only one Role, Customer Administrator name, e-mail address, and password should be entered. This e-mail and password should be used to log in Parallels Business Automation - Standard Control Panels on behalf of this Account.

Please, pay attention on the Time Zone menu. Since the Parallels Business Automation - Standard database is bound to GMT, Parallels Business Automation - Standard logs may occur to be hardly-understandable for persons those reside in the other time zone. Thus, you can select the needed time zone, so that the User being registered (in this case, Customer Administrator) may understand logs (and other system messages) without the need to recalculate time.

Billing Information:

Tax exemption

To get tax exemption, your customers can enter their own VAT Number either from the Control Panel or during account creation in your HSPstore. In addition, later you can manually enter the VAT Number for your customers (Account profile -> Financial Info tab).

To make accounting more secure you can set the manual approval mode for VAT Number and address. Three statuses can be assigned to a customer address or VAT Number:

Address and Phone:

Customer contacts to send Invoices and solve other problems connected with services provided.

Click the Next button to proceed. For business Customer Accounts, it will be offered to indicate special contacts for administrative, billing, and technical issues.

By default the Customer Administrator named on previous step is responsible for administrative issues. You can assign separate persons responsible for billing and technical issues. However, if you consider it reasonable to set one contact for all, check Same as administrative contact checkbox(es). Click the Save button to create new Account. The list of all Customer Accounts will be displayed.

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