Managing accounts as a reseller

A Reseller account can create and manage Customer accounts. The accounts can be created either from scratch or from registered deals.

Create new customer account

  • Open the Accounts page.
  • To the right of the Accounts list, click +
  • Select how to create a new customer account.
    Note: If you select to create an account using a registered customer, many of the steps will be prepopulated with the appropriate data as per the contract. Fill in the addition information.
  • Select a product.
  • Select a service period and a service start date.
  • Enter account details.
  • Enter the account and contact details, then click Next.
  • Enter a username and email for the primary user, then click Next.
    This user will be assigned the Master Admin role, granting full access to the Keepit platform. 
  • Review the details and click Create.


Edit an account 

  • Open the Accounts page.
  • Point to the account and select ••• > Edit.
  • Edit the account information and click Update.

Delete an account

  • Open the Accounts page.
  • Point to the account and select ••• > Edit.
  • Open the Service tab. 
  • Click Cancel service.
  • Click Yes, cancel to schedule account deletion.