Step 1: Entering Customer Information

To get started, click on the “Users” icon from the home page and then click on the “Add New” button. You will now be at the “Add New User” form. We recommend entering the username you would like to assign to the user in the “Account Number” field. If you leave the account number field blank, Helm will generate a random username and assign that to your customer. Entering a specific username into the account number field will ensure that your customer receives a username they can easily recall. After completing the form, click on the “Save” button to continue. Clicking on this button will cause two things to happen – the user will be added to the system, and the user will also be emailed the welcome letter you created earlier. From this point, there’s a few different routes we can take, depending on how you would like to setup your customer’s account. The first option is to simply let the customer receive the login information in their email. The customer will login to Helm and then be able to purchase a hosting plan and setup the domain name to their liking. The second option is to actually complete the process of selecting a plan and creating the domain name so that the customer doesn’t have to.

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