Create customer, site and department

The customer is the company where the devices are deployed; creating it is essential for the platform to operate.

Once created, you can register sites (branches or locations) and departments (internal divisions), allowing organized and efficient management of the devices.

Instructions

Create customer

1. Go to Administration > Customers

2. Click on the ✚ button in the top right-hand corner

3. In the Name field, enter the customer's name
   Spaces and special characters are not allowed.

4. In the Display name field, enter the customer's name that will be displayed in the portal menu selection lists

5. In the Phone field, enter the customer's phone number

6. In the National Id number field, enter the customer's ID number

7. In the WebSite field, enter the customer's website, if desired

8. In the Country, State/Province/Region, City, Postal code, and Address fields, enter the customer's location information

9. In the Additional Info field, enter additional comments about the customer's location, if desired

10. Click the Save and Open button to create the customer's sites and departments

If the creating user belongs to one or more units, the client will only be visible after being assigned to one of them. In this case, a warning message will be displayed. Before proceeding with the creation of sites and departments, you must add the customer to a unit, as instructed at Create unit.

If the creating user does not belong to any unit, the client will be immediately visible in the grid so that the remaining configurations can be completed.

Create customer sites

Sites represent the customer's physical units (e.g., branches or headquarters). To create them, follow the steps below:

1. Click on the Sites tab

2. Click on the ✚ button in the top right-hand corner

3. In the Name field, enter the site name

4. Check the Default Site option if you want new devices to be automatically assigned to this site

5. In the National ID Number field, enter the site’s identification number

6. In the Country, State/Province/Region, City, Postal code, and Address fields, enter the customer’s location information

7. In the Additional Info field, enter any additional notes about the customer’s location, if desired

8. Click the Save button to create the site and return to the grid, the Save and Open button to create the site and open its registration, or the Save and Create button to create the site and remain on the creation screen

9. Add the devices to the site:

When you create a site, a delivery location is automatically generated and linked to that site. All printers associated with the site will be automatically linked to the corresponding delivery location, provided they have not been manually moved between delivery locations previously.

When deleting a site:

• Devices linked to the site will be automatically reassigned to the default site.

• If printers are configured to automatically move between delivery locations, they will be automatically reassigned to the delivery location associated with the default site.

Create customer departments

Departments help organize devices according to the customer's internal divisions. To create them, follow the steps below:

1. Click on the Departments tab

2. Click on the ✚ button in the top right-hand corner

3. Enter the name of the department

4. Click the Save button to create the department and return to the grid or the Save and Create button to create the department and remain on the creation screen

5. Assign the department to the site device:

If a department is deleted, the linked devices are left without an assigned department.

Last updated: August 20, 2026