Edit Customers

The Edit Customers page includes options to edit a user’s permission level and to remove a user from the current Project.  Normally, Customer accounts that were created using the System Administrator's Auto-Add method inherit certain properties and can be manipulated as a group.  Keep in mind that modifying any such Customer through this page sets the user apart from this group irreversibly; changes to the Auto-Add feature by the System Administrator do not affect this Customer.

1. Select Administration | Project | Customers | Add Customers from the FootPrints Toolbar.
2. If you know the user ID, enter it in the field provided.
3. 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 two options in the pop-up:

• Unique Customers—Customers from other Projects with unique IDs.
• Shared Customers—Shared, generic customer IDs.

4. Click the user ID in the pop-up.  It is added to the User ID dialog box.
5. Select from the following options:

1. Remove this account from this project—This permanently removes the customer from the current Project.
2. Change this account's role in this project to—This allows you to change the customer's role to a different customer role, e.g., change from Customer Read KB to a customized customer role that you have developed, or even to an agent or administrator role.
3. Change default project to—This changes the Project that the customer sees when first logging in.
4. Change customer's authentication method to—If multiple authentication methods have been defined, you can change the method required of this customer for logging into FootPrints.
5. Change customer's password to—If FootPrints internal authentication is being used for your customers, then the customer password can be changed through FootPrints.  If you are using external authentication methods, such as LDAP or Windows, you cannot change the customer's password here.
6. Change user preferences—As Project Administrator, you can change the preferences of a particular customer as follows:
7. User's Local Time Zone—Select a time zone from the drop-down field.
8. Date Format—Select a date format from the drop-down field. Options are "American-MM-DD-YYYY", "European-DD-MM-YYYY", "ISO-YYYY-MM-DD", and "revert to system default"
9. Preferred Language—Select a language from the drop-down field.
6. Enter your password and click GO.

NOTE

Auto-added customers are not displayed in the Select Customer pop-up window from the Add Customer or Edit Customer pages because of the processing overhead involved in sites that have thousands of auto-added customers.

Edit/Delete Customers page

Notes on Editing and Removing Customers

• If a Customer is removed from the only Project to which he or she belongs, the customer is also removed from the system.
• When a Customer user account is removed, the user's contact information remains in the Address Book. The contact record must be removed from the Address Book separately.
• To change a Customer's password, go to the User Management page under System Administration.
• Adding or removing a unique Customer account that had been created through 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.