Customer

How to share the account with multiple customers?

Step 1: Click “Customer” .

Step 2: Click “CUSTOMER” .

Step 3: Click on the pen icon “✏️” to edit.
[!] It can be anyone from the sharing group

Step 4: Tick the Sharing Account checkbox “☑️” .

Step 5: Click on “APPLY” or other disk icons to save.

Step 6: Make sure the change has been saved.

Step 7: Copy the code from the “Sharing Account field“.

Step 8: Click on CANCEL icon “❌” .

Step 9: Select another customer and Click on the pen icon “✏️” to edit.

Step 10: Tick theSharing Account  checkbox “☑️” .

Step 11: Paste the copied code into “Sharing  Account” field.

Step 12: Select a customer who matched to this code.

Step 13: Click on “APPLY” or other disk icons to save.

Step 14: Make sure the change has been saved.

[ℹ️] To check if the customers have shared the same account

Step 15: In the new ticket, select a customer who shared their account with another.

Step 16: Click on “Use Prepaid“.

Step 17: Hover the mouse over the ‘i’ icon “ⓘ” to show which customer has shared this prepaid item.

Last Updated: July 2024

Still need help? Don't worry, we're here to help

Still need help?
Don't worry, we're here to help

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