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Creating a customer organization


Input fields when creating a customer

  1. Name of the Customer

  2. Address of the Customer

  3. Country for the Customer

  4. Press Find to search for your

customers
  1. customer’s logo or Upload

your customers logo
  1. it if you have stored it locally on your computer.

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Info

Customer name is mandatory field when creating a company. Other fields can be added 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

.

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

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Example of end result when all fields are filled

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You will automatically enter the created customer after you press save.



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 the customer - box from the dashboard. 

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Name the organization/customer and click

“Make organization”

“save”

 

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After creating a new costumercustomer, 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”

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automatically be directed to the created customer page. Here you can create patterns, upload backups and run simulations.

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