Scenario

As a reseller, you wish to add a new customer subscription to your reseller's account.

Resolution

To add a new customer subscription:
  1. Log in to the Exclaimer portal to see all of the customer subscriptions assigned to your reseller account.


    An example of a list of subscriptions.
  2. Select New customer subscription.


    Select New customer subscription.

    The New customer subscription window is displayed.
  3. From Product, select the required product for which the new customer subscription needs to be created. The options available are: Signature for Office 365 and Signatures for G Suite.
  4. From the Hosting region drop-down, select the region where the customer is based.
  5. In Customer company name, enter the name of the customer's company.
  6. In Number of users, enter the total number of users in the customer's organization.
  7. Choose your signature management options:
    • If you will manage the customer’s signature designs (the customer will not access the interface):
      1. Select the checkbox to confirm you have read and agree to the terms and conditions.
      2. Select Create to complete the process.
    • If you want the customer to create and modify their own signature designs:
      1. Select Let customers edit signatures?
      2. In Customer contact name, enter the customer’s name.
      3. In Customer email address, enter the customer’s email address.
      4. Select the checkbox to confirm you have read and agree to the terms and conditions.
      5. Select Create to create the subscription.

Fill in the fields as appropriate.

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