Add Packages to Customers

Written By Marissa Fegan (Super Administrator)

Updated at January 22nd, 2024

Table of Contents

 Here we walk you through adding primary or add-on packages to your customer accounts.

Adding Packages

  1. Log in to the admin portal 
  2. Click on Billing in the left-side menu
  3. Confirm that you can add the desired package by locating it in the presented list
    • If the package you need to add to your customer does not appear here, contact VIPRE Sales
  4. Click on Customers, then Customer List
  5. Select the desired customer in the list
  6. Once the customer dashboard loads, click Billing then Billing Info on the left side
  7. Under Services Summary at the top, click Change
  8. You'll be taken to the Customer Profile page, on the Packages tab
  9. Scroll down to Available Packages and locate the package you would like to add
  10. Add the desired packages under Security or Add-on Packages
  11. You'll see confirmation notifications in the top-right corner of the screen

You have successfully added a new package to your customer!