Difference between revisions of "Account Management"
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[[Wholesaler/CreatingServiceProviders|Creating a Retail Service Provider under a Wholesale Account]] | [[Wholesaler/CreatingServiceProviders|Creating a Retail Service Provider under a Wholesale Account]] | ||
| − | [[Creating an Agent Account under a Retail Service Provider Account]] | + | [[Creating_an_Agent_Account_in_your_Emersion_Retail_Account | Creating an Agent Account under a Retail Service Provider Account]] |
== Grouping Accounts == | == Grouping Accounts == | ||
Revision as of 17:52, 20 August 2015
This section contains information related to managing your customers and accounts.
Contents
Creating Accounts
Follow the links below for the type of account you want to create.
Creating an End User Account under a Retail Service Provider Account
Creating a Retail Service Provider under a Wholesale Account
Creating an Agent Account under a Retail Service Provider Account
Grouping Accounts
Emersion provides two ways to group accounts that provide different abilities and functionality.
Use Account Profiles to apply different events to customers in each account profile
Use Account groups to control which staff can view, edit and access customers in a group.
Selling Products & Services to Customers
Emersion supports the selling of products in addition to orders for services and subscription based products.
Troubleshooting Articles
Performing a Manual Account Reconciliation
