Customers

What is a Customer?

 

Why do I need them?

Customers are not required in the system. Typically the Business Client can receive exported reports outside of the system. Only create them if:

Creating Customers

When creating a Customer, an email will be sent to them to set up their account and to download the SRM-Customer App

Customers can be created in 3 ways:

  1. Go to Managerial View

Only Managers and Account Holders can access this view.

2. Select the Customer tab

3. Click the Add button

4. Fill in the mandatory information (marked with an '*')

5. Hit the save button!

 

Editing Customers

A Customer is edited from the Customer Detail panel.

  1. Go to the Managerial View

  2. Open the Customer Tab

  3. Select the Customer you wish to edit

4. Select the edit button on the detail panel

5. Change the fields you wish to update

6. Hit the save button!

 

Archiving

Customers are archived on the edit panel. Archiving will remove the Customer from use. It will prevent them from using https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/682983458.