{"id":8815,"date":"2023-08-07T20:59:39","date_gmt":"2023-08-07T20:59:39","guid":{"rendered":"https:\/\/www.use-snip.com\/kb\/?post_type=ht_kb&p=8815"},"modified":"2023-08-08T17:23:46","modified_gmt":"2023-08-08T17:23:46","slug":"viewing-the-customers-list","status":"publish","type":"ht_kb","link":"https:\/\/www.use-snip.com\/kb\/knowledge-base\/viewing-the-customers-list\/","title":{"rendered":"Viewing the Customers List"},"content":{"rendered":"

The List of Customers can be viewed using a dialog titled Customer Account Details<\/strong>.\u00a0 This can be opened using the menu command:\u00a0 Setup<\/strong> \u21d2 Manage Customer Accounts\u2026\u00a0\u00a0<\/strong><\/p>\n

A dialog similar to the below is then shown to allow you to view or to select and edit the Customer Accounts.<\/p>\n

\"\"<\/a><\/p>\n

Note<\/strong><\/span>:<\/span>\u00a0 In order to setup and use Customer Accounts the
\n\u201cEnhanced User Management<\/a>\u201d Plug-In must be present and active.<\/p>\n

The middle section displays a list with a summary of each customer account along with various resources assigned to (owned by) that customer.<\/p>\n

Hovering the mouse over an entry provides additional information about the entry.\u00a0 The \u2018short name\u2019 (also called the realm) provides a tip with additional contact details about the customer.\u00a0 This is a quick way to display useful meta data.\u00a0 The tool-tips for User Accounts<\/em>, Base Stations<\/em>, and Staff Accounts<\/em> also display a list of the named resources for that type.\u00a0 Here are some example tips showing the User Accounts<\/a> (NTRIP Client<\/a> accounts) and Staff Accounts<\/a> assigned to a given Customer Account:<\/p>\n

\"\"<\/a><\/p>\n

Dialog Controls<\/h2>\n

Add Button<\/h3>\n

Allows creating a new Customer Account.\u00a0 See this knowledge base article<\/a> for further information.<\/p>\n

Edit Button<\/h3>\n

Allows editing the selected Customer Account.\u00a0 See this knowledge base article<\/a> for further information.<\/p>\n

Invoking this button brings up the Edit a Customer<\/strong> dialog which displays information about the Customer Account in a tree view. The different sections of the tree view can be expanded or collapsed to show different informational areas.\u00a0 Here the User Accounts and Staff Account entries shown in the above image are further expanded to shown the membership.<\/p>\n

\"\"<\/a><\/p>\n

Hovering over any staff member entry provides additional summary details.\u00a0 In the example below the staff member is present but has been disabled from further access as indicated by the can be used<\/em> field.\u00a0 This can be useful when there is staff turnover.<\/p>\n

\"\"<\/a><\/p>\n

Note<\/strong>:\u00a0 Names and emails used here are just examples.\u00a0 They are fake and incomplete, and represent band members and engineering staff of a popular band.\u00a0 Love those Betty boards.<\/p>\n

Remove Button<\/h3>\n

Removes the selected Customer Account, if the operator confirms the action with an \u2018are you sure\u2019 dialog.<\/p>\n

Report Button<\/h3>\n

Provides a report with an extensive summary of the Customer account and all assigned resources in the document viewer window.<\/p>\n

eMail Button<\/h3>\n

Takes the report created by the Report button and emails to the entered email or to the admin account for the Caster. \u00a0Requires that the eMail Plug-In<\/a> be present and active for use.<\/p>\n

See Also<\/h2>\n

These articles provide additional related information that may be of interest:<\/p>\n

Customer Accounts versus User Accounts<\/a><\/p>\n

Adding Customer Accounts<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The List of Customers can be viewed using a dialog titled Customer Account Details.\u00a0 This can be opened using the menu command:\u00a0 Setup \u21d2 Manage Customer Accounts\u2026\u00a0\u00a0 A dialog similar to the below is then shown to allow you to view or to select and edit the Customer Accounts. Note:\u00a0 […]<\/p>\n","protected":false},"author":13,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"ht-kb-category":[283],"ht-kb-tag":[505],"class_list":["post-8815","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-managing-user-accounts","ht_kb_tag-customer-accounts"],"_links":{"self":[{"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/ht-kb\/8815","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/comments?post=8815"}],"version-history":[{"count":10,"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/ht-kb\/8815\/revisions"}],"predecessor-version":[{"id":8841,"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/ht-kb\/8815\/revisions\/8841"}],"wp:attachment":[{"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/media?parent=8815"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/ht-kb-category?post=8815"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.use-snip.com\/kb\/wp-json\/wp\/v2\/ht-kb-tag?post=8815"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}