Create Client Accounts

The Create Client Account page allows you to create new client account organizational units (OU). Client accounts are created so that you can associate subscriptions with certain clients. This helps in tracking subscriptions via custom reporting.

To create client accounts, go to Admin > Tools > Learning > E-Commerce and click the Create Client Account button on the Manage Client Accounts page.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Client Account OU - Manage Allows administrations to view, create, and edit Client Account organizational units (OU) and manage the Manage Client Accounts page. This is an administrator permission. eCommerce - Administration

Create a Client Account

To create a client account, complete the following fields on the Create Client Account page:

  • Client Account Name - Enter a name for the client account, up to 100 characters.
  • Client Account Owner - Enter an owner for the client account, up to 300 characters.
  • Contact Person - Define a contact person for the subscription. Click the Add User icon , which opens the Add user pop-up. Search for the user, and then click the plus icon to the left of the user's name. This closes the pop-up and adds the user as the contact.
  • Address Line 1 - Enter the address for the client account, up to 300 characters.
  • Address Line 2 - Enter a second address line for the client account, up to 300 characters.
  • City - Enter the city, up to 300 characters.
  • State - Enter the state, up to 300 characters.
  • Zip - Enter the ZIP Code, up to 300 characters.
  • Country - Select the country from the drop-down.
  • Active - The Active box is checked by default. Uncheck the box to inactivate the client account. If an account is inactivated but has an associated subscription, the subscription remains active unless inactivated or expired.

Cancel/Done

Click Cancel to cancel creating the account.

Click Done to create the account.

Edit Client Account

When editing a client account, all fields are editable. Note: Client accounts can be modified by clicking Edit from the Options drop-down on the Manage Client Accounts page.