Creating a Customer

Last updated

06:41, 28 Apr 2017
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Overview

A Customer is the person or the organization that owns an access control system. BluSKY is built to scale and provides out Integrators with a convenient way to manage Customers with multiple Occupants and Facilities.

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.
- A System is created, this will be a concatenation of the address and the customer’s name (ex. 100 Main St. – ACME Building Management)
- A Facility is created.

Instructions

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

Create Customer

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