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Customer Create and Configuration

 

Customer Create and Configuration

A customer can be a separate business-entity; an individual, or an organization that purchases or uses tenant devices and/or assets. A customer can also be a division within the tenant organization. Customers can have multiple users, inner customers, and millions of devices and/or assets.

 

Tenant administrators can create customers and can directly manage their devices and dashboards.

 

Create a New Customer

 

  1. Navigate to Customer screen and select the + (plus) sign located in the top, right corner to open the Add new window.

 

 

  1. In the Add customer window complete the following fields to complete creating a new customer.
  1. Following the asterisks, enter all the required information.
  2. (Optional) enter all the non-required information.
  3. Select Add.

 

Create a Customer User

The tenant administrator can add a customer user using the following steps.

 

  1. Navigate to the Customers page and select the Manage customer users icon in the row of the customer.

 

  1. In the Add user window complete the following fields to complete creating a new customer.
  1. Following the asterisks, enter all the required information (including Activation method).
  2. (Optional) enter all the non-required information.
  3. Select Add

 

  • d. The default account activation method is to activate via the link sent to the email ID provided. This will help to create a user with valid email accounts, so that customer user will be able to view any notification in their email. However, “Display Activation Link” is still available in the user details section, to activate a user using the link .

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    Edit the Customer or Customer User

    The Tenant administrator can edit the title, specify a home dashboard, and edit other fields for the customer.

    1. From the Customers page, select a customer to be edited. The customer's detail will open.
    2. Make the required changes.
    3. Save the changes.

     

    Delete the Customer or Customer User

    The tenant administrator can delete a customer and customer users by:

    Note: Deleting cannot be reversed. The information must be entered again as a new customer if deleted.

     

    • Navigating to the Customer screen, selecting the customer, and selecting the garbage can and confirming the deletion.

     

     

     

     

    • Navigating to the Customer screen (as if editing a customer), selecting the customer then the Delete customer button.