Create New Member Accounts

Client Services Management (CSM) and sales representatives should follow these steps for the account enrollment process.

To create a new member account:

Select Account in the navigation bar at the top of the page.

Click Create New Member Accounts in the Links pane on the right side of the page.

Fill-in all applicable information on the Create New Member Accounts page. At a minimum, be sure the following required fields have been completed:

Service End Date: The date the VIP Service terminates

Member Type: Select one of the following:

Customer - any VIP member organization that uses VIP services.

Reseller - a VIP member organization that resells VIP services to its end customers.

Manufacturer - a credential manufacturer that uploads shared secrets to the Symantec database.

Display Users Purchased: For customers (Member Type = Customer) that purchase a fixed number of users (rather than pay-as-you-go), you should also set whether the information about the users purchased, existing, and available to the account should appear in the Account Summary page for the customer, Symantec administrators, and VIP Resellers.

If you select Yes, you must also enter the number of users purchased by the customer in the Users Purchased field. Enter the total number of users purchased since the account was created. For example, if a customer purchases 1,000 users in January and then purchases 100 more users in March, enter 1,100.

If you select No, then only the number of existing users will be displayed on the Account Summary page. Select No if you do not intend to enter a value in the Users Purchased field, or if the customer purchases users on a pay-as-you-go basis.

Organization Name - full legal name of the organization.

Corporate Contact Email Address - email address of the corporate contact assigned to the account.

Click Create Account.

Review the Next Steps for a customer to complete the account enrollment process, and then click Continue.

An email is sent to the organization's corporate contact, requesting completion of the enrollment form.

The account appears within the Member Account Enrollments table as a New enrollment in the Status column.