Phase 2. Create Customer IDS (Only for Multi-Customer Mode)

UI Variation in Single Customer and Multi-Customer pages

The HaloENGINE pages will differ slightly depending on the installed mode (single or multi).

Single Customer UI: Here, you can notice the default Customer ID: halo_customer in breadcrumb navigation.
Multi Customer UI: Depending on your customer (ID) creation, the ID gets displayed on top of Customer Configuration pages. For example, if you have created a customer as "DELBONT INDUSTRIES", then you can notice Customer ID: DELBONT INDUSTRIES in breadcrumb navigation.

To manage your customers, use the Customer Management page. If you have selected Single-Customer mode, proceed with Phase 3. Activate License (First time).

On the left navigation bar, click Customer Configuration.
Click on the plus icon, and the Customer Configuration page will appear as shown in the figure below:
Customer ID creation
Enter the following details:
1. Customer ID − Enter a customer ID.
2. Description − Enter a description for it (optional).
3. Activate − The current Customer ID is automatically enabled by default. However, you can deactivate it by clicking the Activate slider button.
Click Save.
Repeat the above steps to generate additional customer IDs.
The default Customer ID for Single Customer mode is halo_customer. By using the edit icon, the name can be modified.
Results:
1. You will receive a confirmation message after successfully enrolling a customer.
2. The new customer ID is added to the Customer IDs list as shown in the figure below:
  Customer IDs in the list

Related tasks:

You can manage the Customer IDs by using the edit/delete icons.
You can view customer details by clicking the Customer Details icon.

What to do next

Select a customer ID from the list and the following page will appear for the specific ID.
Customer-specific configuration
To configure the chosen customer ID, click on the tabs. Please see the sections that follow.