Create Customer

After calling the customer list, the link "Create customer" appears in the upper left part of the customer list. Clicking on this link the input mask for creating a new customer appears

Create Customer

Generally: all fields marked with * are mandatory fields

Customer number: here you have to enter the new customer number with the OEM prefix

Company name: name of the customer

Show units in: Metric or Imperial

All dates/time in time zone: Standard local time, optional UTC

Preferred language: select the language in which the fields/reports should be displayed in the application.

Address / Contact details

Street: optional

House number/supplement: -

Postal code: optional

City: optional

Country: mandatory, enter the country of this customer. Very important for parameter control, e.g. file extension, fines driving times, working times

Phone: optional

License

License : Indication of the license type for this customer.

Speed block : Indication if the speed block should be downloaded.

Show Live Speed Tab: Indication if the speed graph should be shown LIVE in the driver display.

Live 6 M: Indication if the live data should be saved for 6 months.

Daily RDL driver: Specifies whether a daily RDL for driver data should be performed for all drivers of this customer.

Create administrator / Contact person

General:

When creating a new customer, the creation of an administrator is optional. Without creating a contact person at the customer, only the service partner can access this newly created customer to upload data or also create users. The customer can only access his data after the service partner has created the administrator for the customer. The administrator can then create additional users (e.g. fleet manager, driver as user, etc.) for the customer. The steps of the two variants are described below.

Scenario 1 - customer's installation without administrator

By clicking on "Next", the following screen will appear, stating that no contact person has been set, and therefore the customer has not been activated:

By saving the data (icon at the top left), the customer record is created, but not yet activated. This will only happen when an administrator has been created for the customer by the service partner.

To activate the customer, the following additional steps are required:

Create a user as administrator by the service partner (see description in the customer help Create user).
Save the administrator as contact person in the customer account

3. Activate the customer account by setting the "Activated" field to "Yes

Scenario 2 - installation of the customer with administrator

If the administrator is to be created for the customer during the new creation, this is done by clicking on the "Create account" link. The screen for entering the user data for the administrator then appears. With "Next" the next screen appears, on which the entries are displayed for checking.

By saving the data (icon at the top left), the customer record is created, but not yet activated. This is done only by the confirmation in the email that the administrator of the customer has received in his mailbox.

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