PAGE CONTENTS
- Adding a Customer Account
- Editing a Customer Account
- Customer Account Settings
- Deleting a Customer Account
- Impersonating a Customer
Adding a Customer Account
Follow these steps to add a new customer account to your WebTitan Cloud.
Go to Customer Settings > Accounts.
Click Add... and the Add Account window displays.
Using the table below as reference, complete the fields in the Add Account window.
Click Save to save changes or Cancel to ignore changes and close the window.
Editing a Customer Account
Follow the steps below to edit an existing customer account.
Go to Customer Settings > Accounts.
Click the edit icon under the Options column to the right of the account you want to edit. The Edit Account (account_name) window displays:
Using the table below as reference, complete the Edit Account (account_name) window.
Click Save to save changes or Cancel to ignore changes and close the window.
Customer Account Settings
Field | Description |
|---|---|
Account Name: | Name of the customer account, e.g. Example Coffee Company. |
Email: | Email address associated with this account, e.g. admin@example.com. This is the email address a customer admin will use to log into their WebTitan Cloud interface. |
Description: | A brief description of the account. This is a useful field for filtering and searching. This field is visible in the customer UI. |
License: | A license string you can assign to this customer for your own reference, e.g. customer reference number. This is not your WebTitan Cloud license. This field is not visible in the customer UI. If adding a customer account, enter a license string for your customer in the License field: If editing a customer account, tick the Change License box to edit the existing license string: |
Change Password: | This is the password a customer admin uses to log into their WebTitan Cloud interface. If adding a customer account, enter the password your customer will use to log into their UI in the password field (minimum of six characters): If editing a customer account, tick the Change Password box to change the current password: |
Timezone: | Time zone associated with this account. The correct time timezone ensures that Dashboard, History and Reporting information is accurate. |
Deleting a Customer Account
Follow the steps below to delete a customer account.
Go to Customer Settings > Accounts.
Click the delete icon under the Options column to the right of the Account you want to delete.
Click Delete Account to delete the customer account or Cancel to cancel this action.
Impersonating a Customer
Impersonating a customer allows you to view the WebTitan Cloud interface with the same view and permissions as that customer. This is a useful tool for managing and testing customer accounts. To impersonate a customer:
Go to Customer Settings > Accounts.
Click the impersonate icon in the Options column on the right of the customer you want to impersonate. Your view and permissions will change to those of the customer you are impersonating.
To stop impersonating and return to your own WebTitan Cloud interface and permissions, click Stop Impersonating in the top right of the screen: