Looking to onboard a new customer onto Defense.com? This guide will take you through how to create a new customer and invite them to sign up for a 28-day free trial on our Premium package.
To set up new customers, you require Company Admin access to your account.
Log in to your Defense.com account and click Customers in the navigation on the left-hand side.
From the customer index page, head to the top right-hand corner and select + Invite Customer.
This will kick off the new customer wizard. To set the customer up on our 28-day free trial of our Premium Package, select 28-day free trial and then click Next.
Now, enter the Company name and the Name and Email of your contact at the company. They will be added as the first user on the account and be given company admin privileges.
Once you're happy with the information entered, click Send Invite.
The user will then receive an email from [email protected] asking them to complete sign-up for the platform.
And that's it! You've successfully set up a trial for a new customer. 🎉