How to create and manage customers

  1. Log into the Enter Cloud Suite Admin Portal.

CREATE A CUSTOMER

  1. Click on Add customer button, in the left box

  2. Insert the email address of the first customer user

  3. Insert company info:
    • Name
    • Vat
    • Fiscal code
  4. Define the ranking of the customer in order to assign resource quota

  5. Select the type of customer:
    • BUSINESS - a company
    • PRIVATE - a person
  6. Select the customer Country and fill the anagraphic data

  7. In Password and Confirm Password, type the password for the new user

  8. Click on Add to confirm the customer creation

SEARCH AND BROWSE CUSTOMERS

  1. Go to the homepage of the Admin portal

  2. Insert the name of a customer in the field Customers, in the left box

  3. Click on View button to search the customer

  4. Click on the name of the customer to open the detail page

EDIT CUSTOMER INFO

  1. Search a customer and open his detail page as seen in the previous steps

  2. Click on the Edit button, in Customer Profile section

  3. Change customer ranking or anagraphic data

  4. Click on Save to confirm updates

DELETE A CUSTOMER

  1. Search a customer as seen in the previous steps

  2. In the customers list, click on the red Delete button

  3. Define the deletion date. By default, the customer will be deleted immediately

  4. Insert the reason for deleting the customer

  5. Click on red “OK” button to confirm the deletion

CREATE A CUSTOMER PROJECT

  1. Search a customer and open his detail page as seen in the previous steps

  2. Click on the Add Project button, in the top right

  3. After the creation of the project a new user would be associated to it.

  4. Insert the email of the user and the name for both, the user and the project

  5. In Password and Confirm Password, type the password for the new user

  6. Click on Add button to confirm the creation of the project