Adding and managing customers is an important part of of your partner account with Zūm Rails. See how you can add a customer through your partner portal.
1. Log in to your partner portal
2. Go to Customers > Add new
3. Complete the Account Details page, then click Save and proceed to Payment Methods
By checking Send activation email and let the customer define the password? (recommended) you allow your customer to define their own password and gain access to the Zūm portal. If you do not want the customer to access to the Zūm portal simply uncheck the box.
By unchecking the box, you will have to create and manage the customer's password.
4. Complete the Payment Methods page, then click Save and proceed to Billing. The payment methods the customer has been approved for will dictate which ones can be enabled.
5. Add Billing to the client's environment, then click Save and exit. Customer billing is specified on their schedule A in their contract.
You can use the toggle to hide the billing page information from clients.
An email will be sent to the customer for them to activate their account and link their funding source.
If you have any questions, please contact support@zumrails.com
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