Customer Information Management

Posted By Posted by: Peter Williams on May 17, 2013

Note: This article is applicable only to Project Server 2013 EPMonDemand customers.

Updating Customer Details

  1. Log in to the Support Portal as you normally would, see Requesting Access to the Support Site if you need access.
  2. After successfully logging in, hover the cursor over Navigate and click on theCustomers link from the drop-down menu that appears.
    Customer Information Management
    Customer Information Management
  3. A list of the customer(s) that the user has permissions to manage is displayed.
  4. Click on the ellipsis to the right of customer name (as shown in the Title column), and choose Edit from the context menu.
    Customer Information Management
  5. The following fields are editable on this form. All other fields are for information purposes only.
    1. Title – Customer Name
    2. Contact User – The user who is copied in on emails sent to new users to complete their registration after initial account creation.
    3. Notes – Special notes.
    4. Default Licence – Sets the default licence type as shown on the Account form when a new account is being created.
    5. 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
    6. 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.
    7. 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.
    8. Email Contact – copies the Contact User (as specified above) on any new user registration emails sent.
      Customer Information Management
  6. Click on the Save button.

Blog Posted In Blog Posted In: Blog, Project Server
Blog Posted In Comments Off on Customer Information Management