Managing Customer Accounts

You can manage customer or reseller accounts in the following way:

In Provider CP go to Operations > Customers. Click the necessary customer in the list. The General tab opens with account information.
Scroll down to the bottom of the page. Manage the account as necessary:
- To convert the account to another type:
  - (for Company accounts) Click Convert To Personal Account: The account will be converted to a personal account.
  - (for Personal accounts) Click Convert To Company Account: The account will be converted to a company account.
- To transfer the account to another vendor, click Transfer to Another Vendor: The account transfer wizard will open. For more information see Transferring Customer Accounts between Vendors.
- To send a notification to the account contact person: Click Send Notification. The notification sending wizard will open offering to select the necessary notification template. For more information about how to configure notifications see Managing Notifications.
- To cancel the account: Click Cancel Account. The account cancellation wizard will open. Follow the wizard steps.
- To put the account on or release the account from administrative or credit hold:
  - (For accounts which are currently not on administrative hold): Click Put On Hold. The account will be put on administrative hold.
  - (For accounts which currently are on administrative hold): Click Release From Hold. The account will be released from administrative hold.
  - (For accounts which are currently not on credit hold): Click Put On Credit Hold. The account will be put on credit hold. The subscription service will be stopped. Placing new orders or processing incomplete ones will be forbidden.
  - (For accounts which currently are on credit hold): Click Release From Credit Hold. The account will be released from credit hold. The subscription service will be resumed. Placing new orders or processing incomplete ones will be allowed. For more information see Releasing Account from Credit Hold.