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Begin by signing into the application, set up your company(customer) account, and start managing your projects following a couple of steps...
Create or Edit a Customer
Create or Edit a Customer
Soon after logging in, the various Customers to which the user is associated to displays on the page. Customers in the system are categories or group business accounts designed to classify projects by company name. Here you can add users to projects, projects to programs, projects to a workspace, and manage data for every process and project.
Before you begin
Required Role(s): PME, Project Manager
To Create a Customer:
Step 1: Sign in with your Dev credentials. The system automatically navigates you to the current customers list
Step 2: Click the Add New button on the top-right of the page to open the customer creation page
Step 3: At a minimum, fill all the mandatory(represented by red asterix *) fields required to create a customer profile.
Note: Specifying the Project License Count and User License Count is crucial to create a Customer Profile
Name: Customer or Company Name. Same name displays on the main page soon after logging in.
Primary Contact Name: Same name as the customer name
Primary Contact Email: Has a validation that currently accepts only those accounts with suffix “@gaeaglobal.com”
Pincode: Equivalent to the zip code
Modules: Customer-specific modules defined for later use
Assign PME: Admin user associated to the customer. This is the person to contact for any changes needed to customer account or users in future.
User License Count: Determines the total number of users permitted for a specific customer. Validation error displays during user creation process when the number of users for the specific customer exceeds the defined limit.
Project License Count: similar to the user licence count, this field determines the total number of programs and/or projects allowed for a Customer account
License Expiration Date: Date until which the license is active. Use the calendar to enter the new expiry date of the license after renewal. By default, the Validation for expiration date for any Customer is set to the Customer creation date. Dev must change the license date to a valid future date, else validation errors may appear when users try to interact with the system.
Angular Dashboard: Option set on by default
Enable Geotagging: Property to determine if specific users must have the access to fetch the geolocation. Read more...
PowerBI Dashboard: Reserved for future development
Step 4: Save your settings. Note that the Save button enables only after completing the mandatory fields.
Result: The system navigates you to the customers list view with the customer creation process successful message. Observe the newly created customer profile display in the list.
To Edit any missing OR existing details, just click on the profile from the available customers list, make your changes from the Customer profile page and save your updates.
After signing in with the customer credentials, the newly created Customer displays on the Main page
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