To add a new Customer to a FootPrints workspace,
select Administration
| Workspace | Customers | Add Customers from the FootPrints
Toolbar. From this page, you can create new Customers
as well as add existing FootPrints users to the current workspace.
To add a new Customer
to the current workspace
Select the account
type. A Shared
account can be used by many people (who identify themselves with a unique
key, such as email address). A Unique
account is intended for one user only and allows you to specify a unique
password for the user.
Create a FootPrints user ID.
This is the ID entered to log into FootPrints. The format
of the ID depends on the account type:
Shared
account—The
ID can be any string with no spaces, such as “customer”, “guest” or “accounting”.
Unique
account—The
ID must be in the format of the Primary Key for the Address Book associated
with the current Workspace. This is set under Address
Book Field Maintenance. For example, if Email
address is the primary key, the ID should be in the form of the
user’s email address, e.g., [email protected].
If the Address Book field Customer
ID is the primary key, then the ID might be in the form jsmith.
Note
If the System administrator has defined only a single authentication
method and it is a non-FootPrints
authentication method, be sure that the user ID you select corresponds
to a user ID on the system against which you are authenticating. If
two authentication methods are available, you can select the method the
agent uses to log into FootPrints.
Enter a password
for the new user (this is requested twice for accuracy). A password is not required if the authentication method is not FootPrints authentication.
Enter customer preferences for time zone, date format, and language.
Enter your password
and click Save.
If a Unique user
is created, a Contact Information page is displayed. Enter
the contact information for the user. This creates a contact record in
the Address Book. If
the user already has a contact record in the Address Book (based on their
primary key), the page is not displayed, but the user account is automatically
linked to that contact record via the primary
keyThe key field in the FootPrints Address Book that is used by FootPrints as a reference to identify the customer contact. Examples include "Email Address" and "User ID"..
Customers can also be automatically added to the system from
a network password or LDAP source, or they can create their own accounts.
These features are detailed in the topic on Auto
Add Customers under System Administration.
.