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BluINFO

Creating a Customer

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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

  1. Log in and navigate to Customer. Main Menu-> Setup-> Facilities and Customers-> Customer
  2. Click the icon to create a new Customer.
  3. Select the Integrator from the drop-down menu.
  4. Enter the name of the Customer in the Customer Name text field.and assign it a Customer Number.
  5. Enter the address in Address 1 and Address 2 if necessary.
  6. Enter the City and Postal Code.
  7. Select the Country and Region.
  8. If the billing address is the same check the Same as billing address box, else repeat steps 5-7.
  9. Enter the Time Zone and Website.
  10. 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.
  11. When finished use the shortCreateBtn.png to finish.

Create Customer BluINFO Screen.jpg        

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  2. Tags
    1. Create
    2. Customer