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Ui buttoncolorbluetitle

Creating a customer organization

Fill in the name

Input fields when creating a customer

  1. Name of the Customer

  2. Fill in the address Address of the Customer

  3. Select Country for the Customer

  4. Press Find to search for your customers logo or Upload your customers logo if you have stored it locally on your computer

Image RemovedImage Added

Info

Customer name

and Country

is mandatory

fields

field when creating a company. Other fields can be added

on

at a later stage after you have created the customer

Example of end result when all fields are filled

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After you save a new customer you are now ready to set up a project for the customer.

Ui button
colorblue
titleCreate a Pattern
urlhttps://rocketfarm.atlassian.net/wiki/spaces/MKB/pages/1445855446/Create+a+Pattern

Adding a customer logo can help you navigate when searching for a customer.

Search the web for the customer logo by typing in the web address of the customer

or

Upload the customer logo from your computer

Image Added

Create a Project

urlhttps://rocketfarm.atlassian.net/wiki/spaces/MKB/pages/1445855426/Create+a+Project

Hardware Configuration

Create a Pattern

As an integrator, it is normal to have multiple customers and each customer has a different need for solutions in terms of the setup components. Therefore, the platform offers each system integrator to create several customers.

  • Start to create a new customer by clicking “+ Create” on customer-box from the dashboard. 

    Name the organization/customer and click “Make organization”

 

If you scroll down after creating a new costumer, you will now see the list of organizations and the newly added organization within this list. On this page you can continue the flow process by clicking “Continue to organization”