Product account
Create an operating account—not a sales lead.
An XMS Cloud account carries organization, client, warehouse, module, role, and data boundaries. Account creation is therefore separate from a workflow review or price request.
Assisted account setup
Set the operating scope before inviting users.
Start with the organization and workflow scope so the account receives the correct tenant, sites, modules, roles, and implementation boundary.
- Confirm the organizationLegal customer, operating entities, clients, warehouses, and regions.
- Select the product scopeWarehouse, transport, automation, portal, finance, and integrations.
- Assign authorityAdministrators, managers, operators, client users, partners, and service roles.
- Complete agreements and provisioningService terms, privacy notice, security requirements, and deployment configuration.