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How to create a client account

Create a managed account for a customer from the Client accounts page. Enter the company name, slug, and owner email. You need a payment method on file.

Create a managed account for a customer. The account joins your portfolio with a 30-day Enterprise trial. You own it and handle billing.

Before you start

  • You need a payment method on file. If you have none, 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. Lower-case letters, numbers, and hyphens only, and 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