How to add a new subaccount to Symphony, by AOA?

To add a new Client License to Symphony, by AOA, go to Partner Portal > Accounts > Add Account:nnnnConfigure the Account the way you want:n

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• Contact Name: The client’s name.

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• Business Name: The business’s name.

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• Business Email: The business’s email address which will be the account’s default email address.

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• Business Phone: The business’s phone number.

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• Business Symphony, by AOA Name: This will be the same as the Business Name.

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• Business Password: The business password that the default email address will use to login.

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• Business VAT Number: The Business’s VAT Number.

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• Disable Access to Billing: Choose whether to allow the business to access its billing page or not.

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• Use Default Agency Billing Profile: Future registrations to this plan will automatically use the agency billing profile to process monthly membership and add-on purchases. Note that you can always change the individual card on file for each sub-account in the future.

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• Limit Access to Settings: Account’s owner will not have access to users.

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• Time-zone: The account’s time zone.

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• Plan: Choose the plan for this account.

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• Commission Structure: Choose whether you want it to be “Discount to paid amount” or “Normal Commission Payout”.

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nnnHere’s how this page will look like after adding the required information:nnnnOnce you click on create, you will have to fill the billing information:nnnnAfterward, the account will appear here:nnnnYou will be able to edit it here:nnnnOnce the client logs into their account for the first time, they will be redirected to this page:nnnnWhere they choose whether to go to the dashboard or start with one of these features.n

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