How to Create and Modify a Customer - WSP

A Customer in WebsitePanel is an additional user with separate login credentials.  This article will cover how to create and modify a Customer on VPS Servers.

• Create a Customer
• Modify a Customer
• Delete a Customer

Creating a Customer

To create a customer:

1. Login to the server using the hostname or the IP address provided in the New Windows VPS Order email.
2. Click Customers under the Account Menu.

   

3. Click Create User under Customer User Accounts.

   

4. Provide the following:
   • Username: Create a username to log into the server
   • Password: Create a password to log into the server
   • First Name(optional): First name assigned to the user account
   • Last Name(optional): Last name assigned to the user account
   • Account Number(optional): Create a customer number if you have numerous customers
   • email: Add an email to use for notifications
   • Secondary email(optional): Add a second email if you need additional notifications
   • Mail Format:  This dropdown menu will allow you to select if you wish to receive email notices with or without html formatting
   • Role:  Select User using the dropdown menu
   • Status: Select Active using the dropdown menu
   • Demo Account(optional): This checkbox turns the user account into a demo account with sample data/configuration
   • Send Account Summary Letter(optional): This checkbox sends a summary of the user account and configuration

     

5. Click Create

Modify a Customer

To modify a customer:

1. Log into the server using the hostname or the IP address provided in the New Windows VPS Order email.
2. Click Customers under the Account Menu.

   

3. Click the username you want to modify.

   

4. Click Edit Details located on the third column.

   

5. Modify the following settings:
   • First Name(optional)
   • Last Name(optional)
   • Account Number(optional)
   • email
   • Secondary email(optional)
   • Mail Format: Plain Text or HTML
   • Role: User or Reseller
   • Demo Account(optional)
   • Login Status: This dropdown menu allows you to enable/disable the user account

     

6. Click Update to save your changes.

Delete a Customer

To delete a customer:

1. Log into the server using the hostname or the IP address provided in the New Windows VPS Order email.
2. Click Customers under the Account Menu.

   

3. Click on the username you want to delete.

   

4. Click the Delete button located on the third column.

   

5. Select the checkbox for Yes, I understand it and want to delete the user account.

   

   
   Please note: that any hosting spaces associated with customer will be deleted once the customer is deleted.
6. Click Delete.