As an agent in NABD, you can set up both personal customers (an individual) and corporate customers (companies/businesses) by creating new customer accounts. A personal customer is a single user while a corporate customer can have multiple users. Corporate customers must also designate an administrative user who sets up NABD and manages the other users.
A customer's account contains required data such as their name and e-mail address. It can also contain additional information, such as Twitter and Facebook, address, phone numbers, etc. Once you register a new customer on NABD, their user name and password will be sent to them via e-mail.
To set up customers:
From your left main menu, select Customer
Service.
From your left menu, select either Register
Personal Customer or Manage
Corporate Customer depending on the type of customer you are
setting up.
To enter a personal user:
Select Register
Personal Customer. Type a user name and password. Then confirm
the password.
Type the customer's name,
birthdate and ID
number. Select the ID type from the drop down (passport or national
ID).
Enter their Reference number
and Account number.
Select the customer's gender
and then enter their contact information
and any other address information as necessary, as well as their job.
Select the customer's Country
and type their Organization.
Choose their City and State from the drop down list, as
well as the Area.
Select the customer's preferred contact
method from the drop down list. You can select e-mail, home
number, mobile number, or fax here. This is the method the customer
wants you to use each time you contact them.
Select their case submission method
from the drop down. You can select fax, web, or phone.
Also select the customer's category
from the drop down. You can select citizen, tourist, investor, government
agency, business entity, or diplomat.
If necessary, check Hide my contact
details (this hides the customer's contact information from
all users working on the case).
If you're done, click Save.
The customer is now added. NABD
will send a welcome e-mail with their user name and password.
To enter a corporate user:
On Manage Corporate
Customers page. click Add.
On Register Corporate
Customer page. Type the customer
name and corporate domain
name. The user must enter the corporate domain name when logging
in to the customer portal (e.g., admin.Krako).
Also include the street address ,e-mail
and home number.
Enter the e-mail
address and main phone number
. You can also include a mobile phone number and a fax number.
Select the customer country
and type his Customer Reference Number in CRN
field.
You can select a State, City and Area from the drop down list.
You can also include a Tax ID and a Zip Code.
Select the customer
segmentation and select the working
days
You can also include the working hours.
you can associate assets by clicking on link "associated assets" you will get this popup
If you want to add administrator or users under this corporate click on this button
Every user will be added under this corporate will be displayed in table in screen "edit corporate"
If you're done, click Save.
The customer is now added. NABD
will send a welcome e-mail with their user name and password.