
Note: This article is applicable only to Project Server 2013 EPMonDemand customers.
Updating Customer Details
- Log in to the Support Portal as you normally would, see Requesting Access to the Support Site if you need access.
- After successfully logging in, hover the cursor over Navigate and click on theCustomers link from the drop-down menu that appears.
- A list of the customer(s) that the user has permissions to manage is displayed.
- Click on the ellipsis to the right of customer name (as shown in the Title column), and choose Edit from the context menu.
- The following fields are editable on this form. All other fields are for information purposes only.
- Title – Customer Name
- Contact User – The user who is copied in on emails sent to new users to complete their registration after initial account creation.
- Notes – Special notes.
- Default Licence – Sets the default licence type as shown on the Account form when a new account is being created.
- Name Format – determines how the Title field for new user accounts is derived using the Given Name and Surname fields. e.g. Surname; GivenName format for John Smith would display the user’s Title as Smith; John
- Username Format (2010 customers ONLY) – determines how the Usernamefield for new user accounts is derived using the Given Name and Surnamefields. e.g. SurnameGivenName1 format for John Smith would generate a username of SmithJ. The auto-generated username field on the Accounts form can be overridden on account creation.
- Email Users –enables automatic sending of the user registration email to the new user on account creation. Note 2010 users will not receive the email immediately.
- Email Contact – copies the Contact User (as specified above) on any new user registration emails sent.
- Click on the Save button.
