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Managing Customer On-Boarding

Before adding customers to WebTitan Cloud, it is worth taking time to think about how you plan to on-board new customers and manage their accounts ongoing. Consider the following:

  • Do you plan to directly create customer accounts using the WebTitan UI, or will you use the extensive WebTitan API set? See WebTitan Cloud API Access.

  • Will your customers access their own WebTitan Cloud UI, or will you directly manage accounts on their behalf?

  • A good naming convention and consistent descriptions for customers and their locations will make viewing history and reporting easier to manage. Consider using a naming convention that makes sense for your business before adding your customers and their locations.

When you are ready to start adding customers, see Managing Customer Accounts.

For more information on using WebTitan Cloud APIs, see WebTitan Cloud API Access.