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Add a new member account

Sometimes the best way to stand out as a reseller is by making things easier for your clients.

Randall Elmo avatar
Written by Randall Elmo
Updated over a week ago

Manually setting up member accounts takes a small effort on your part, but it saves your potential clients time and hassle — and they’ll remember that. Going the extra mile not only gets them started faster, it helps you build loyalty that keeps clients coming back.

Create a new member account manually

  1. Sign in to your ViewMedica Reseller account.

  2. Click "Add New Account" from your Dashboard.

  3. Choose a pricing plan.

  4. Create an account. Enter your client's practice details and contact information.


    Important
    If you plan on letting your members access their own accounts, pick a username and password that doesn’t compromise your own or those of your other members.


  5. Select the service(s) to add to the account. If needed, you can set the account to development (DEV) mode. Click "Next."

  6. Select the videos for your client. Click the libraries available and select the videos by simply checking titles from the list. Click "Save Selections."


    Selections can be changed easily after set up. See how to edit a member's content selections.

  7. Review your monthly billing. The quote bar shows the reseller discounted cost for the videos selected. What you decide to charge your members is up to you.

  8. Click "Next" to complete the account setup. The account is set as "Pending." Billing doesn't start and the member account is not live until the account is activated by you.

  9. Click "Go to My Dashboard" to review and activate the account from your Reseller Dashboard. See activating a new member account.

  10. (Optional) Click "Go to User Dashboard" to manage the new member account.

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