Configure Customer

To configure a Customer, Domain and Sub Domain is required. The selected platform components from list page will be auto populated on the configuration screen.

To configure a Customer, perform the following steps:

1.  Log in as Super Admin or Administrator and select an Application.
   Example: Service Management, Asset Management etc.

   

   Figure: App Portal
   

2. Click settings iconand select Platform Studio.

   

   Figure: Application Dashboard
   

3. Navigate to Access Control Center > Customer.
   Customer list page is displayed.

   

   Figure: Customer
   

4. Select Domain and Sub Domain from the dropdown on the Customer list page and
   click New to add a new customer in the application.

   

   Figure: Customer List Page
   

5. Enter the details in the Customer screen.

   

   Figure: Add Customer
   
   Refer to the following, for Field Description.

   Field	Description
   Domain*	Domain value is auto populated from the selection on List page. However, this value can be changed on the configuration screen from the dropdown.
   Sub Domain*	Sub Domain value is auto populated from the selection on List page. This value can be changed from the dropdown. List provides Sub Domains configured under the selected Domain.
   Customer Name*	Enter the Customer Name in the text field. The name should be unique and can have up to 200 characters. This is a mandatory field.
   Parent Customer	Select Parent Customer from the dropdown list. If the customer on parent field is linked to another parent customer then the parent tree is displayed below: Note For the first configuration, the Parent Customer will be blank. From the second Customer configuration onwards, the Parent Customer dropdown will start having configured Customers in the dropdown list.
   Contact Person	Enter the Contact Person name for the Customer. This text field can have up to 200 characters.
   Designation	Select the Designation for the Customer from the dropdown list. The values listed in the dropdown are from common master and they are system defined. For more information, refer to Common Master.
   Mobile Phone	Select the Country Code and then enter the Mobile Phone number of the Customer. Note The first two numerical characters represent the country code and the next ten characters represent the Mobile Phone number of the Customer.
   Work Phone	Enter the Work Phone contact number of the Customer. This is a numerical field that should contain 12 characters.
   Location	Select the Location of the customer using search functionality. Location values are obtained from the location master table and they are system defined.
   E-mail ID*	Enter a valid E-mail ID of the Customer and this is a mandatory field. An email id should contain “ @ “ and “ . “ special characters.
   Address	Enter the geographic Address of the Customer. This is textbox that accepts up to 2000 characters.
   Remark	Enter any remarks about the Customer.
   Logo	Upload the logo, a maximum size of 2MB can be uploaded.
   Attachment	Attach File(s) for the Customer. A maximum size of 25 MB file is supported.
   Active	Enable the Active switch control, this indicates that the Customer configuration is active across the application. By default, this option is enabled unless the Super Admin disables for any specific reason according to business requirement.

6. Click Submit complete the Customer configuration or Cancel to exit the screen.
   The configured Customer is displayed on the list page.