Creating or Updating Customers

Owned by Chilukuri Srinivasa Reddy (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

To create or update a customer, follow the below process.

Personas

  • Super Administrator

To Create a New Customer:

  1. Login to the application as a Super Administrator.
  2. On the Overview page, click Total Customers tile. Alternatively, click Customers.

    Customers page
    Figure: Customers page

  3. On the Customers page, click +New Customer. The New Customer pop-up page is displayed.

    New Customers pop-up page
    Figure: New Customers pop-up page

  4. Click +Create. The new Customer is created.

Field Description

The following table describes the fields on the New Customer pop-page:

Field

Description

Upload Logo File

Upload an image for the Customer.

Note:
Image type should be .jpeg or .png with 50px x 50px and the file should be less than 2 MB.

Organization NameSpecify the name of the Customer.
Domain NameSpecify the Domain name of the Customer. 
Email IDSpecify the Email ID of the Customer.
Deployment Type

Select the type of deployment as follows:

  • Single
  • Multiple

To Edit:

  1. Navigate to the Customers list page.
  2. Click  icon and then click Edit Customer. The Edit Customer pop-up page is displayed.

    Customers page
    Figure: Customers page

  3. Edit the required details and click Update.