Creating a Customer Account and User
In this exercise, you create customer account Eclipse SunShades and customer user Laurie Larson, and you add existing user Lisa Barry.
To create customer account Eclipse SunShades and add customer users
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1.
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Click Users & Accounts > Create Account. The Create An Account page appears. Note that the Account Type is set to CUSTOMER. |
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2.
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Enter the account information: |
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Account Name: Type Eclipse_SunShades |
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Display Name: Type Eclipse SunShades |
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Add additional description and address information as desired. |
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3.
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To create a user for this customer account, click Create a User. The Create A User page appears. |
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4.
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Under User Details, enter the FlexNet Operations user information: |
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a.
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End-User Portal Access?: Select Yes |
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Yes allows the user to log in to FlexNet Operations. Time Zone, Status, and Shared Login attributes are shown when this is selected. |
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No maintains the user as a contact only. Time Zone, Status, and Shared Login are hidden when this is selected. |
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b.
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User Name: Only for producers who use FlexNet Operations On-Premises, specify a login name for the user. (Cloud-hosted FlexNet Operations users always use their email address to log in.) |
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c.
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Time Zone: Select a time zone from the drop-down list |
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d.
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Status: Leave the status set to Active. The records of an inactive user remain on file, but the user no longer has access to FlexNet Operations. |
Note:Multiple unsuccessful login attempts automatically set the user’s status to Inactive. The user can be reactivated by an administrator after confirming the user’s legitimacy.
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e.
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Shared Login: Select No |
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Yes means this account is shared by a group of users. |
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No means this account has only one user. |
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5.
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Under Contact Details, enter the contact information: |
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First Name: Type Laurie |
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Email Address: Type llarson@eclipsesunshades.com |
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6.
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Under Accounts, select Portal User Role, then click Save. This message appears: User Laurie Larson successfully added. Click Cancel to return to the Create An Account page. |
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7.
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To link an existing user to this customer account, click Link Existing Users. The Select User window opens. |
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8.
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In the Select User window, select Display Name Lisa Barry and Portal User Role, then click OK to close the window. This message appears: Users have been linked to the account Eclipse_SunShades successfully. |
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9.
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Click Users & Accounts > All Accounts to verify that Eclipse_SunShades appears on the Customers list of the Manage Accounts page. |