You can add any of the following types of accounts (click the corresponding link for details on adding that type of account):
Hierarchical Account: described below (referred to simply as an account throughout the Help)
Independent Account: see Adding an Independent Account for details
Corporate Account: See Adding a Corporate Account for details
Note that we're not differentiating between adding an account and a folder. Within MetraNet, a folder is really just an account that contains other accounts; you manage (create, edit and move) folders in the same way you do accounts. You can also redirect payments, meter usage, and log into folders, just as with accounts.
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You must complete fields with bold labels; all other fields are optional. Click Account Details to see details on the available fields. |
Enter your subscriber's bill-to General Information, such as name, email address, phone number, and address. If the subscriber wants their bill sent to a different address, you must add the subscriber account, and then update the subscriber's contact information to add a new ship-to address.
Enter a user name for your subscriber in the User Name text box. The user name can be as long as 32 characters. Apostrophes and spaces are accepted.
Click Validate User Name to confirm that the login name is available. If available, the text "Validated" appears. If the login is already in use, the text "Invalid" appears and you must enter a different login user name.
Enter a password for your subscriber. The password can be as long as 32 characters and may contain apostrophes. It cannot contain spaces. OR click Generate Password to have MetraCare create a password for you. It will be displayed in the Password text box.
Re-enter the password in the Confirm Password text box.
Select the appropriate Branded Site from the dropdown list. This is the name of the web site the subscriber will access to view their online bill.
Enter your Account information. Click here to see details for the fields in this section of the screen.
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If you are going to mark the account as not Billable (box is unchecked), then you must specify a Payer (you can drag and drop an account from the Hierarchy tree). To specify a Payer, you must have the Manage Payment Redirection capability. |
Check Email Notification if you want the subscriber to receive a confirmation of their new account.
Click OK. A confirmation screen appears displaying summary information for the new account. Click Close and the Account Information screen for the newly created account appears.
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To see the new account in the hierarchy tree,
you can click the Refresh icon The Refresh icon is located above the hierarchy tree view; click here for help finding the icon. |