Account Creation Flow
Email as a unique identifier
vcita holds partnerships all over the world and accounts in vcita are uniquely identified by their email address. Hence there could be a situation where a business might be in touch with one partner whereas he already has an existing record in vcita.
In order to avoid inconvenience with your clients, our partners can use Business Info API to see if a specific email address already exists in vcita's records.
In case this email already exists in vcita, consider using a different email address for this account or contact vcita support team to find a different solution.
Create a New Client Account
A new client account can be created is several ways:
- API request to create an account - this is usually used when new accounts are created in the partner's external system
- Operator Portal - partner's administration portal developed by vcita
- Signup Page - vcita sign page with the partner's look and feel
A new account can be created with the partner's default values or can be copied from an existing template to get specific settings and content to the new account.
The partner can also create their own settings and content based on their common verticals. LINK TO VERTI DOC
Set Plan on Creation
During the registration process the user can either select a Trial plan or a specific plan (depends on the partner's plans and packages).
Creating the new account in one of the methods above, automatically sets it with the default plan configured on the directory. In order to set the relevant plan for that business, the account creation should immediately be followed by an update.
Updating the account with the relevant plan and subscription details can either be done by sending Update Account API or by manually updating the subscription in Operator Portal.
Updated 26 days ago