Customer Account Settings

Last Updated : Feb 03, 2021 |
The following data fields are used to configure a customer entry:
Prolog information
Field
Description
Name
Enter a unique name for the customer whose site is to be managed using COM.
System Name
The system name. Shown for information only, not editable.
IP Address/FQDN
Shown for information only, not editable.
Port
Shown for information only, not editable.
Service User Name
The name of the security service user account configured on the customer systems for COM. The default name is COMAdmin. See Enabling COM Support on Server Edition Systems.
Password
The security password of the security service user specified above.
Tags
Tags are useful in the customer and other menus to identify particular customers. You can associate up to 5 tags with a customer.
  • To select an existing tag, click on the tags box and select from the list of existing tags shown.
  • To remove a tag click on the X next to the tag name.
  • To create a new tag click on New.
Phone
For information only. Enter a contact phone number for the customer.
Email
Enter a contact email address for the customer.
Assigned Operators
Whilst Administrator and Support users see all customer systems, other user have to be assigned to systems. Assignment can be done manually and/or automatically as below. This field lists the users who have been manually assigned to the customer system.
  • Manual Assignment – Within the settings for the customer system, the Assigned Operators field can be used to select COM users. See Editing Customer Details.
    • This can be done by Administrator users to assign any other users to any customer systems.
    • It can also be done by Supervisor users. However, they can only assign users that they have created and only to customer systems to which they themselves have been manually assigned.
  • Automatic Assignment – Within the settings for users, the Labels field can be set with multiple labels. When the label matches the Provider or Reseller setting in the configuration of a customer system, those users are automatically assigned to that system. See COM User Settings.
Address
Enter an address for the customer site.
Notes
Enter any extra information that may be important to anybody using COM to manage this customer.
Reseller
These values indicate the reseller and provider for which the system was created. COM users with the same value as one of their Labels settings are automatically assigned to the matching systems.
Provider