Document name iPECS Cloud – Closing Customer Account Author  Josh Aldridge Publish Date 13/06/2016 Version  1.1 Reference 8131401

 

 

1. Version Information 

 

 

Date Author Update Information  Version 13/06/2016 Josh Aldridge 1st draft 1.0 30/01/2018 Josh Aldridge 2nd draft 1.1 22/06/2022 Josh Aldridge 3rd draft 1.2

 

 

2. Document Purpose & History

 

This document is intended to provide the reader with the necessary steps on how to close down customers on the iPECS Cloud.

 

 

iPECS Cloud – Closing Customer Account

 

Note: To be able to close a customer, all configuration must be deleted from the customer manager portal. This means all users, groups, DDI routing, AA config etc must be deleted.

 

In the reseller portal go to Customers > Modify Existing Customer > then select the customer to be closed and click the ‘Close customer’ option.

 

 

 

Then, the below window will show. If there is any existing configuration on the customer, configuration that needs to be removed will be shown at the bottom of the window.

 

Once this configuration has been removed you will be able to submit the close customer order.

 

 

After doing this Pragma will need to confirm the order, then you will need to final confirm the close customer order. Once this is done the customer is closed.

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