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Create a Customer



A Customer is the person or the organization that owns an access control system. This article will provide detailed instructions on how to create a new Customer.
  • Please note that when you create a new customer a few things are done behind the scenes on your behalf. 
    • An Occupant is created with the same name as the new customer.
    • An Access Control System is created, this will be a concatenation of the address and the customer’s name (ex. 100 Main St. – ACME Building Management)
    • Facility is created.


  1. Log in and navigate to Customer. Main Menu-> Setup-> Facilities and Customers-> Customer Setup
  2. Click the icon to create a new Customer.

Create Customer

  1. Select the Integrator from the drop-down menu.
  2. Enter the name of the Customer in the Customer Name text field.and assign it a Customer Number.
  3. Enter the address in Address 1 and Address 2 if necessary.
  4. Enter the City and Postal Code.
  5. Select the Country and Region.
  6. If the billing address is the same check the Same as billing address box, else repeat steps 5-7.
  7. Enter the Time Zone and Website.
  8. Below the map, you may also enter a Contact Email and Phone Number, select the Plus Sign.png to add a new email or phone.
  9. When finished use the shortCreateBtn.png to finish.


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