To add new accounts, start by clicking on the accounts drop-down menu and selecting "Add":
You will then be prompted to enter a few customer details:
•Customer's main contact name and email. This should be your contact person at the company.
•Company name.
Once you submit, the new managed account will be created. You are then forwarded to their company settings page, where you can set some basic settings such as the company's timezone, authentication mode, logo etc. Licensing is set to a high number by default. For more details please refer to the MSP licensing section.
Once you've configured the account's general properties, you will typically create a first few users for them. You can then choose the relevant operating workflow for the account: dedicated or shared, as described in the next chapter.