Administrate customers

System administrators can add /wiki/spaces/PTD/pages/7372873 to the system. The system requires that there is at least one customer defined, by default there is one customer called Default. If you are not planning to use the customer grouping function you can skip this section since the workflow is the same regardless of whether there are one or several customers in the system.

Add a new customer

To add a new customer choose a descriptive name and add an additional description if necessary. Usually the customer name is the name of the company or department. This value will never be visible for the end users of the system. It is just a name that identifies the customer for system administrators. When you have supplied the name and description click on the Add button to add it to the system.

Edit or delete a customer

To edit an existing customer click on the Customer name link to the right and do the desired changes and click Save. The available settings contain a few more than the ones visible when adding a new customer. Please refer to the built in help for more information about each setting.
By default none of these need to be set to work with the customer as usual. And to remove a customer click on the Delete link. Note that you must remove all users, collection points, measurement objects and groups associated with the customer before you remove it. Otherwise you can't remove it and the system will display a warning.