Add a New Customer Account

Introduction

The feature to Add New Customer Account allows you to create new customer profiles within the Workforce Experience Platform (WXP). With this feature you can enter essential company information, assign a Primary IT Admin contact, and select an appropriate service plan. Once completed, a dedicated customer card is generated on the Customers page. The Customer IT Admin must accept the Partner invitation to grant you full management access to their account.

Add New Customer Account

1. Log in to WXP. The Home page is displayed.
2. From the left menu of the WXP, click Customers. The Customers page of the partner account is displayed.
3. From the top right corner of the page, click Add. An Add customer dialog is displayed, showing options to enter the following details:
   a. Company name
   b. Address (As you type in the address line, suggested addresses will appear.)
   c. City
   d. Zip code
4. Click Next. In the dialog, enter Primary IT admin information:
   a. First name
   b. Last name
   c. Email address
   d. Phone number
   e. Select IDP : choose a value from the drop-down.
   f. Select Plan : choose a value from the drop-down.
5. Click Add. A new customer card for the company is displayed on the Customers page with a Status Pending invite.

Related Resources

For additional information, refer to the following articles:

• Configure Customer Access to WXP
• Set Up Brand Customization
• Manage Licenses
• Setup Custom Help & Support for Customers

Contact Us

For any assistance, create a support case or email [email protected].