UI Variation in Single Customer and Multi-Customer pages
The HaloENGINE pages will differ slightly depending on the installed mode (single or multi).
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Single Customer UI: Here, you can notice the default Customer ID: halo_customer in breadcrumb navigation.
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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).
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On the left navigation bar, click Customer Configuration.
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Click on the plus icon, and the Customer Configuration page will appear as shown in the figure below:
Customer ID creation
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Enter the following details:
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Customer ID − Enter a customer ID.
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Description − Enter a description for it (optional).
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Activate − The current Customer ID is automatically enabled by default. However, you can deactivate it by clicking the Activate slider button.
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Click Save.
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Repeat the above steps to generate additional customer IDs.
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The default Customer ID for Single Customer mode is
halo_customer. By using the edit icon, the name can be modified.Results:
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You will receive a confirmation message after successfully enrolling a customer.
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The new customer ID is added to the Customer IDs list as shown in the figure below:
Customer IDs in the list
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Related tasks:
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You can manage the Customer IDs by using the edit/delete icons.
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You can view customer details by clicking the Customer Details icon.
What to do next
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Select a customer ID from the list and the following page will appear for the specific ID.
Customer-specific configuration
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To configure the chosen customer ID, click on the tabs. Please see the sections that follow.