Step 1
Click on ADMIN in the left menu and go to ORGANIZATION OVERVIEW.
Step 2
You can use the search field and the filters to help you find the service provider.
NOTE: Depending on your selected scope, you will be able to see different organizations in this overview. For example, a user who has selected the AC Belgium scope will be able to see all the organizations below this entity.
Step 3
In order to create a customer, you will need to decide under which service provider you would like to add the new customer. Within the same screen, go to the first column > Click on the three dots > select ADD CUSTOMER.
Step 4
Give the company a name and complete as many fields as possible (other settings can be added or changed later) > hit SAVE.
You will receive a confirmation that the save was successful.
NOTE: You can also change the parent in order to add the company as a child of a global customer. This is explained here
Step 5
Once the customer is successfully created, you can add a site below that customer > click on the three dots in the action column.
Step 6
Then give the site a name and complete as many fields as possible (other settings can be added or changed later). Then click on save.
You can add as many sites as you want below a customer. We recommend reproducing the real organization structure from your customers and keep it aligned with your ERP data.
ADD MACHINES TO SITE
Now that you have a site, you can easily assign machines from the unassigned maintenance overview or by adding machines from the site or machine overview.