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FUSION IoT Partner Knowledge Base

Partner Knowledge Base

Release Notes
FUSION IoT Partner Knowledge Base
Release Notes

The FUSION IoT Portal

  • Getting Started
    • Partner portal Overview
    • Logging in
    • Search and filters
  • The Internet of Things
    • What is IoT?
    • IoT Glossary
  • Manage your account
    • Password management
    • Your profile page
    • Configure Dashboards
    • Manage Dashboards
  • Troubleshooting
    • Troubleshooting login issues
    • Troubleshooting error messages

SIM Management

  • SIM Overview
  • View SIM information
  • Filter SIMs
  • SIM Overview Terms
  • SIM ordering and assignment
    • SIM order and assignment overview
    • Ordering SIMs
    • Creating Customer Services
    • Migrating SIMs to another Partner Service
    • Assigning SIMs to Customers
    • Activating SIMs
  • Managing SIMs
    • Manage SIM status
    • Assign SIM to an IMEI status change Alarm
    • Manage SIM Info Fields
    • Export SIMs
    • Export SIM CDRs
    • SIM status tab

Services Management

  • Generic services Overview
  • View Service Info
  • Create a Service note
  • View Service SIMs
  • Remove a Service
  • Edit a Service

Partners

  • Partner Overview
  • View Partner Info
  • View Assigned tariffs
  • View Partner CDRs
  • View Partner EDRs
  • View Partner Notification History
  • View Partner Users
  • View Customers
  • View Partner Journal

Customer Management

  • Customer Overview
  • Add a new Customer
  • Creating Customer Services
  • Edit Customers
  • Adding Customer Tags
  • View Customer Info
  • View Customer CDRs
  • View Customer EDRs
  • View Customer SIMs
  • View Customer Users
  • View Customer Notification History
  • Export Customers
  • Delete Customers

Alarms

  • Alarms Management
    • Alarms Overview
    • Manage Alarms
    • SIM IMEI Status Changes Alarm
      • SIM IMEI status change alarm overview
      • Create a SIM IMEI status change Alarm
    • Single SIM Alarm
      • Single SIM alarm overview
      • Create a Single SIM Alarm
    • Static Pool Alarm
      • Static Pool alarm overview
      • Create a Static Pool Alarm
    • Dynamic Pool Alarm
      • Dynamic Pool alarm overview
      • Create a Dynamic Pool Alarm

Notifications

  • Notifications Overview
  • Notification history
  • View notification details
  • Export Notification history

Users & Roles

  • User Management
    • View Users
    • Create a Customer user
    • Create a Partner user
    • Activate Users
    • Manage Users
    • User Logs
    • User Journal
  • Roles
    • Roles Introduction
    • View Roles
    • Manage User Roles
    • Partner Roles Matrix

Journal

  • Journal Overview
  • Export Journal
  • Home
  • Home
  • Customer Management
  • Add a new Customer
View Categories

Add a new Customer

What role/s can do this? Partner admin & Partner provisioning.

You can create and manage your customers in the Customer area. Once you create a new customer, you can then assign customer-specific services and SIMs to their IoT devices.

  • 1. In the side menu, click Customers
  • 2. Select the New Customer tab
  • 3. Enter the customer’s information
  • 4. If required, add contact information and addresses
  • 5. Click Create Customer

Add a new Customer #

  1. Navigate to Customers
  2. Select the New Customer tab
  3. Enter the customer’s information
  4. If required, add contact information and addresses
    • To set different delivery or invoicing addresses, select the Delivery address is different and/or Invoicing address is different checkboxes.
  5. Click Create customer

The new customer will display in the Customer area.

Customer short name #

When you enter the customer information, you can add a short name. If this is left blank, the portal generates a short name from the customer name upon creation. It is advised that you use this short name as a prefix when you create customer services. See Service naming convention.

How did you find this training?
Customer OverviewCreating Customer Services
Table of Contents
  • Add a new Customer
    • Customer short name
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