Create Accounts for Customers
Yeastar provides a dedicated Customer Portal for customers to query, purchase, and manage Yeastar product / service trials or subscriptions. This topic describes how to create Yeastar Customer Portal accounts for customers.
Background information
Yeastar Customer Portal allows customers to perform the following operations:
- Get a free trial or subscribe to Yeastar products / services
- Query the details or manage the products / services that they have tried or subscribed
- Query and quickly calculate the estimated cost for Yeastar products / services according to their actual purchase needs
- Access Yeastar Central Management to monitor and manage the Cloud PBX(s) that they have tried or subscribed
- View the account information
- Apply for partnership with Yeastar
Procedure
- Log in to Yeastar Partner Portal, go to .
- On the partner list, click Add Partner.
- In the Basic Information section, configure the
following settings.
- Profile Image: Optional. Click Upload to select and upload profile image for this customer.
- User Type: Select Customer.
- Yeastar ID: Enter the email address of this
customer. Note: The email address will be used to receive the activation email and serve as the unique credential to log in to Yeastar Customer Portal.
- Two-factor Authentication: This setting is disabled by default. The customer can enable and set up 2FA as needed after he or she activates the account.
- In the Account Information section, fill in the user information.
- Click Save.
Result
You have created a Yeastar Customer Portal account for the customer. An email with an activation link is sent to the user's email address.
Note: The activation link is valid in 48 hours. If it
expires, you can contact your account
manager to resend the activation email.
After the account is activated, this user can log in to Yeastar Customer Portal via his or her email address.
FAQs
- Q: How to assign products to customers?
- You can assign products to customers who have activated their accounts for
the portal in the following ways.
- Assign the product to a customer during the purchase.
- For the purchased products, follow the steps below to assign it to
your customer:
- Go to Products & Purchase and click the type of your product.
- On the purchased product list, search and find the desired product.
- Click More beside the desired product and select Associate a User.
- In the pop-up window, select the customer and click Save.
- Q: How to remove customers?
- If a customer no longer works with you, you can contact your account manager
to remove this customer.After the removal, the followings are achieved:
- The customer account is deleted from your list.
- The removed customer can NOT log in to Yeastar Customer Portal.
- The service you subscribed for this customer and the corresponding orders are kept in the system.