Manage Customers (Customer User)

Manage Customers (Customer User)#

Customer users belong to a customer (organization, department, etc.). A customer is required before any customer user can be added.

Adding A Customer#

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

A customer record requires:

Customer ID
Customer Name

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

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

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:

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.

Manage Customers (Customer User)

Contents

Manage Customers (Customer User)#

Adding A Customer#

Add A Customer User#