Customer Account Management (Customer app)

Add member accounts to customer accounts
Log into your admin account Go to Customer app Search an account Click View > Members Add new member Fill in the info Requ...
Thu, 16 May, 2019 at 1:36 PM
Update member info
Log into your admin account  Go to Customer app View the organization > Member Action Click Change. Fill in new info and Save ...
Thu, 16 May, 2019 at 2:01 PM
View transactions of customer accounts
You can see transactions including subscription activation, credits top up or calls of your customers at the account overview page.  ** NOTE: transactio...
Fri, 27 Sep, 2019 at 5:27 PM
Manage active subscriptions
1. Change ownership: click the 2 way arrow to change. You will be required to key in the new owner's OrgUUID. 2. Change the plan up...
Thu, 18 Mar, 2021 at 4:39 PM
Subscription operation (recover failed to renew or extend expiring subscriptions)
If any organization has issues with its subscriptions, you will be alerted at the first sight. 1. Failed to renew subscriptions: Possible action: ...
Fri, 17 May, 2019 at 12:33 PM
Manage the expired subscriptions
When you log in your account and cannot find a subscription, it might have expired.  Within 28 days since the expiry date: the subscription can be found a...
Wed, 7 Aug, 2019 at 11:04 AM
Can I give trial to my customer? How to do that?
Yes, you can. Trial subscription can be given to all customers, totally free. Before you start, please note that one subscription can be given as TRIAL ...
Tue, 24 Jul, 2018 at 10:20 AM
My customer asks for a refund, can I do that?
Yes, you can, just pay attention to the following: Refund can be done from your end by using Customer app Refund is only available when you terminate a s...
Thu, 16 May, 2019 at 5:02 PM
Number activation fee
Background Users will be charged an activation fee if they purchase new number(s). Different numbers have different activation fees. Applied to: Al...
Fri, 7 Feb, 2020 at 4:10 PM
Delete a Customer Account
Log into your B3 account Click on the nine-square icon on the left sidebar Select [Customer] in the left sidebar 1. Choose your customer organizat...
Wed, 1 Jul, 2020 at 11:28 AM