Log in to the BadgeHub portal
Navigate to the Accounts section.
- Use the dropdown menu and click on Manage
- Click the + sign to create a new Account
Enter account details.
Account Name: Required field.
Description: Add a short note to help identify the account’s purpose.
Preferred Language: Choose the language for communication.
Identifier (Optional): Use this field for internal tracking or reporting.
Select the account type.
Choose Customer
Set the billing cycle.
Options: Annual or Monthly.
Choose the payment type.
Automatic Payment: The customer is billed via credit card or ACH.
Partner Invoice: The partner organization invoices on behalf of the customer.
Select subscriptions or services
Choose the BadgeHub subscriptions/services you want to include.
Assign a sales representative (optional).
Helpful if someone is managing the customer relationship.
Configure account features:
Tax Exempt: Enable if applicable.
Allowed to GoPrint:
Enable if the customer should print to the partner’s printer.
Leave unchecked if the customer has their own printer.
Set the default user.
Enter the first name, last name, and email address of the primary contact.
This user will receive important communications and have access to manage the account.
(Optional) Add external users.
These are people outside your organization (e.g., consultants, partners) who need account access.
Save and activate the account.
Click Add to complete the setup.
