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How to create a client account

Create a managed account for a customer from the Client accounts page. Every new client starts on a trial. You need a payment method on file, but no charge is made.

Create a managed account for a customer. Every new client account starts on a 30-day Enterprise trial. You cannot create it on a paid plan. You own it and handle billing.

Before you start

  • You need a payment method on file, but creating the account does not charge it. Billing starts only when you activate the trial to paid. If you have no payment method, the create dialog shows an error with a Set payment method action - set it on the Recurly hosted page first. See you cannot create a client account.
  • Your partner account must not be suspended. When it is, Create client account is disabled.
  • Have the client’s company name and the client owner’s email ready.

Steps

 Create client account dialog
  1. On the Client accounts page, click Create client account.
  2. Fill in the dialog:
  • Company name - the customer’s company. As you type, a Slug is suggested automatically.
  • Slug - the account’s URL identifier. Use lower-case letters and numbers, with single hyphens between them. It cannot start or end with a hyphen. It must be unused. Edit the suggestion if you want.
  • Owner name - optional; the client owner’s name.
  • Owner email - the client owner’s email. It must be valid and not already used by another account.
  • Allow MangoMap support access - turn on if you want MangoMap support to be able to open the account.
  1. Note the Trial defaults panel: the account starts on a 30-day Enterprise trial with no add-ons.
  2. Click Create account. On success the dialog confirms and the account appears in your portfolio.

What your client receives

Creating the account does not email the client owner. It only creates the account and records the owner. When you are ready for the client to sign in, send them an invitation separately. See how to invite a client owner.

Next steps