Learning the Control Panel

A quick guide to making the most out of our Control Panel.

Find your Customers

Step 1: Use the global search to find a customer or alternatively navigate to “Your Customers” page to perform a search.

Add Customers Easily

Step 2: Adding a customer couldn’t be easier! Simply, click the “Customers” link in the top menu and click the “Add Customer’ button. All you need to do is add their company name and you can start provisioning products for them.

Add Products Easily

Step 3: To add a product to specific customer: Click on “Products” in the top menu and click the blue button that states “Add Product”. When you click the ‘Add Product’ you will be given the opportunity to add the Product for a specific customer as well as the option to create a new customer. After that, it’s a matter of a few clicks to provision the Product you want for the customer.