You are here: Chapter 7: Configuration and Administration > Project Administration > Users & Roles > Customers > Add an existing Customer user to Current Project

Add Existing Customer User to Current Project

Customers can belong to multiple Projects. Customers from other Projects can be added to the current Project from the Add Customer page. The Projects must share the same Address Book and primary key.

To add an existing Customer to the current Project:

Select Administration | Project | Customers | Add Customers from the FootPrints Toolbar. Users from other Projects can be added in the top section of the page.
If you know the user ID, enter it in the field provided.
To browse from a list of users, click Select Customer. A pop-up window is displayed. If there are a large number of Customers in the system, the pop-up window may take a long time to display.

There are three options in the pop-up:

Unique Customers—Customers from other Projects with unique IDs.
Shared Customers—Shared, generic customer IDs.
Agents—Agents from other projects can be added as Customers to the current project. Agents added as Customers from this dialog receive Unique Read/Submit Customer access. This can be changed later under Edit Customer.

Note

Only Customers from Projects that share the same Address Book with the current Project are listed.

To add a user to the Project, click the user ID in the pop-up. It is added to the User ID dialog box. Multiple IDs can be entered space-separated either manually or by using the Select Customer dialog.
When you are finished adding Customers to the Project, enter your password and click GO.

Add Customer to the current project

Notes on Customers in Multiple Projects

Customers who belong to multiple Projects can change Projects using the Change Project icon on the FootPrints Toolbar. To give Customers a drop-down of available Projects when they first log into FootPrints, enable the Project Menu Customer option.
If you need to associate an existing Project with an existing Address Book from another Project in order to allow Customers to access both Projects, please contact Numara Software Support for instructions on linking the new Project to another Address Book.
Adding or removing a Unique Customer account that was created with the Auto Add Customer feature removes that user from the group of Customers who were Auto-Added, including any defaults set for the Auto-Added Customers. Refer to the chapter on System Administration for more information on this option.