New software 2018 - How to add and delete a customer
When logged in - you will see your customers /clients in your clients list
To add a new client/ customer you would click on “New” button on right side so go to new > customer
Note : Adding a new “user” - would not be adding a customer
This would be adding another Administrator account for your company
Once you click on New > Customer you will be able to provide general information
You can also here set up the administrator for your client – this would be the person who will be admin and be the one who will receive the activation email
The client administrator will then get an activation email in their inbox to activate their account
They should click on the “activate account” button to get to a page to setup their account and password.
To see more about how a user would set up their account and first backup - Please see this article:
https://www.soteriacloud.co.za/myaccount/index.php?rp=/knowledgebase/37/New-software-2018---Initial-setup-plus-Installing-Software-and-adding-a-backup.html
To delete a customer from client list,
First click on the client in the client list:
First disable the client:
Once disabled then the delete option will show and you click delete
