New Customer

This screen is only visible to Ultra Payments staff.

As part of the new customer on boarding process, we need to create the initial records for the customer.

The new customer screen allows us to create the customer, primary contact/administrator, initial licences and security policy.

Complete the customer details including the Customer Administrative user.

Clicking on the Save button will perform some validation and if successful show the following confirmation dialog:

Check the details carefully.

Clicking the Cancel button will return you to the main screen should you wish to change anything.

Clicking the Confirm button will process the new customer, the following actions will take place:

• The customer record will be created.
• A contact record will be created.
• A PayGate user will be created with the USER and CUSTOMERADMINISTRATOR roles.
• A default security policy will be created for the customer.
• The customer will have a licence for 5 users, 3 Groups and the BACS Payment Engine.
• Finally an email will be sent to the primary customer contact confirming that the account has been created.