Creating the customer account: Difference between revisions
Jump to navigation
Jump to search
Astropoint (talk | contribs) No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
After payment has been taken from the customer, | After payment has been taken from the customer, you should receive a ticket under the ''Provisioning'' department. This is your cue to create the customer account on the [https://dtc.cassandra.gigatux.com/dtcadmin/ DTC Control Panel]. | ||
# Go to the ''Customer Management'' button at the top and select ''New customer'': | # Go to the ''Customer Management'' button at the top and select ''New customer'': | ||
#:[[Image:Dtc-newcustomer.PNG]] | #:[[Image:Dtc-newcustomer.PNG]] | ||
# Fill in as many details as you can on this page and click save. You can ignore the ''Quota'' and ''Allowed data transfer'' boxes at the bottom. | # Fill in as many details as you can on this page based on the customer's WHMCS profile and click save. You can ignore the ''Quota'' and ''Allowed data transfer'' boxes at the bottom. | ||
# Go to the ''Users Administration'' button at the top and select ''New virtual admin'': | # Go to the ''Users Administration'' button at the top and select ''New virtual admin'': | ||
#:[[Image:Dtc-newuser.PNG]] | #:[[Image:Dtc-newuser.PNG]] | ||
# Add the login name using their firstname followed immediately by their surname unless they request a specific username. Add a | # Add the login name using their firstname followed immediately by their surname unless they request a specific username. Add a digit at the end if there are any conflicts. | ||
# Set a password using the password provided in their | # Set a password using the password provided in their WHMCS order if possible. DTC only allows alphanumerics, so if their WHMCS password includes special characters, generate one using the cog symbol to the right of the password box and replace the password recorded in WHMCS. | ||
# Go back to the ''Customer Management'' window, select the customer previously created and ''Add an administrator to this customer'', selecting the username just created: | # Go back to the ''Customer Management'' window, select the customer previously created and ''Add an administrator to this customer'', selecting the username just created: | ||
#:[[Image:Dtc-addadministrator.PNG]] | #:[[Image:Dtc-addadministrator.PNG]] | ||
Revision as of 13:14, 27 March 2012
After payment has been taken from the customer, you should receive a ticket under the Provisioning department. This is your cue to create the customer account on the DTC Control Panel.
- Go to the Customer Management button at the top and select New customer:
- Fill in as many details as you can on this page based on the customer's WHMCS profile and click save. You can ignore the Quota and Allowed data transfer boxes at the bottom.
- Go to the Users Administration button at the top and select New virtual admin:
- Add the login name using their firstname followed immediately by their surname unless they request a specific username. Add a digit at the end if there are any conflicts.
- Set a password using the password provided in their WHMCS order if possible. DTC only allows alphanumerics, so if their WHMCS password includes special characters, generate one using the cog symbol to the right of the password box and replace the password recorded in WHMCS.
- Go back to the Customer Management window, select the customer previously created and Add an administrator to this customer, selecting the username just created:
