Customers are not required in the system. Typically the Business Client can receive exported reports outside of the system. Only create them if:
you wish them to have live reports of incidents (https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665845926 ); or
you wish to provide them access to emergency response (https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665616564).
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:
As a contact for https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/651460676 ;
As a contact for https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665845897 ; or
using the Customer tab in the Managerial view of SRM-Portal
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!
A Customer is edited from the Customer Detail panel.
Go to the Managerial View
Open the Customer Tab
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!
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.