Creating a customer organization
Input fields when creating a customer
Name of the Customer
Address of the Customer
Country for the Customer
Press Find to search for your customers logo or Upload your customers logo if you have stored it locally on your computer
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
After you save a new customer you are now ready to set up a project for the customer.
Customer logo
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
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”
