Manage Customers (Customer User)#

Adding A Customer#

Navigate to the administration menu, and clicking on the badge:

Admin Badge Customer

A customer record requires:

  • Customer ID

  • Customer Name

All other information is optional, as configured by your administrator.

Admin Edit Customer

If multiple writeable backends are available, choose the backend before clicking Add Customer.

Selection Of admin_customer_datasource

Add A Customer User#

After adding customers seen above you may then choose to add a customer user.

Navigate to the administration menu, and clicking on the badge:

Admin Badge Customer User

Depending on the configuration of custom user data mapping your form for entering customer user data may differ. Here is the example of the default user form.

Admin Customer User Add