<aside> 💡 NOTE: This documentation refers to the Monster UI implementation

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User Story

• Set up a user account and possible sub-accounts for your clients.

How it works

KAZOO is designed to support a Master account (often the Reseller Master) and a hierarchy of sub-accounts.

The Account Manager Wizard steps you through the basic steps for creating each account.

NOTE:  It is recommended the master account is used only to manage the sub accounts and that your personal office account should be created as a sub-account also.

Before you start

Your Account setup process will ask some technical questions that may have long-standing consequences related to how your applications and calling infrastructure is installed.   Please take a moment to read through this before you start, and to consider the following:

Do you plan to white-label your account?

If so, complete the branding and DNS mapping process that is available in our branding app before you set up the accounts. This way the account realm and other default pathing structures will be inherited.

For more information and a user guide on setting up white label URLs and branding, check our Branding App documents.

Will you be setting up sub-accounts?

If you want to create sub-accounts, it’s a good idea to map out your naming conventions and strategy ahead of time. One strategy people use is to include the sub-account name as part of the account realm naming string. (see below).

What Service Plan will you be using for this account?

If you are an administrator, you will be asked to identify the service plan you want to use for this account.