Customers

This guide describes how to add and manage customers in the Unionpoint Integration Portal.

Note: You must be logged in as a manager to perform these functions.

To add a customer:

1. From the Customers tab, click Add Customer.
   The Add New Customer dialog displays.
2. Enter the required details.
   All details have to be unique within the portal.

   • Name - the customer name
   • Client ID - the Salesforce ID
   • Platform Plan - the platform plan (for example: Basic)
   • Admin User
     • First Name - the admin's first name
     • Last Name - the admin's last name
     • Email - the admin's email address for logging in
3. Click Create Client.
   The admin user receives an email containing a link and instructions.