Creating a customer Step By Step Instructions:
1. Go to Customers > Manage Customers > click on the ellipses
2. From the ellipses (... ) > Add New Customer
3. Renter can add a customer as a “user” or “company” type of account
- "User" accounts are designed for individual renters
- "Company" accounts are intended for businesses that need to set up multiple company representatives
4. To create a "User" type of customer account, keep the "User" toggle highlighted and fill out the necessary customer information, then click “Add.” Please see this article here for how to manage customer details, including adding addresses and uploading customer documents: How to Manage Customer Information
5. To create a "Company" type of customer account, switch the toggle to "Company" and fill out the necessary company information, then click “Add.” Please see this article here for how to add additional company representatives and assign roles to representatives to enable email notifications based on roles: Adding Company Representatives and Assigning Roles to Company User Accounts