Customers

Sections on this page:

• List of Customers
• Creating a Customer

List of Customers

This option lists existing Customers and also allows new Customers to be created.

The 'Customers' table displays the following information:

Heading	Description
Company Name	Name of the Customer as entered when created in CloudLX
Customer ID	Manually entered free format ID for use by Customer (e.g. unique Customer number that can be used for linking in to a CRM or Finance system)
Created	Time since the Customer was created
Ports	The number of Ports allocated to the Customer
Markup	The markup applied for the Customer on-top of the standard pricing
Currency	Currency in which a Customer’s charges are calculated, displayed and billed

Please ensure that the appropriate exchange rate is entered when using currencies, as otherwise the incorrect charges may be incurred (i.e. losses or over-charges). See the Billing section of the user guide for more information.

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Creating a Customer

The process to setup a new Customer is as follows:

1. Login to CloudLX.
2. Click on the 'Customers' menu option on the left hand menu.
3. On the page click the 'Add new Customer' button and a new screen loads where the company details and the Admin User details can be entered:

   Field	Description
   Customer Name	Enter the Customer/company name
   Customer ID	Unique Customer number, for linking in to a CRM or Finance system
   Service Mark-up	Enter the mark-up (%) to be charged on top of the cost, to calculate the Customer price
   Currency	Select the currency in which to invoice the Customer
   White Labelling	If enabled, this option is visible within Customer options. Tick this box to allow the Customer to white label the appearance of CloudLX (otherwise the Customer will see the same branding as their upstream parent)
   First Name	Admin User's first name
   Last Name	Admin User's last name
   Password	Enter the password in both boxes. Please Note: This cannot be viewed from anywhere within the portal, forgotten passwords can only be reset
   Email address	This should be the email address of the Admin User – it is also the username for the Admin User, i.e. it needs to be a valid email address for system notifications to be received

Once all the fields have been entered, click the 'Add customer' button. The new Customer shown in Customers table.

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