Using the CMS Customers widget, you can edit and delete customers, as well as provision and deprovision all devices for a customer. Additionally, you can create users, and customize the user interface as described in the sections below.

This section consists of the following:

Editing a Customer

Only Admin user types can edit customer accounts. For information about logging into the SmartServer CMS as an Admin user type, see Open the SmartServer IoT CMS. For information about creating and managing Admin user types, see Defining Users.

To edit a customer, follow the steps below.

1. Open the CMS Customers widget.
   
   
   
   
2. Select the customer to be edited.
   
   
   
   
3. Edit the customer’s information including the following parameters:
   
   
   • Customer ID
   • Name
   • Short Name
   • Automatic device GPS matching range (meters)
   • Device number limitation
   • Encryption key
   • Licensing Enhancement (Standard, Professional, Premium)
   • License Expire Date
   • License Expire Time
   
   
   
   
4. Click SAVE to confirm the changes.

Removing a Customer

To remove a customer, follow the steps below.

1. Open the CMS Customers widget.
   
   
2. Click the Action button () and select the Remove Customer action.
   
   
   
   
3. Confirm the remove operation by clicking YES on the Confirmation dialog box.
   
   

Creating a User

To create a user from the Customers widget, click the Action button () and select the Create User action.

Refer to Defining Users for more information about user management operations.

Customizing the User Interface

To customize the SmartServer CMS user interface, follow the steps below.

1. Open the CMS Customers widget.
   
   
   
   
2. Click the Action button () and select the Update Customization action.
   
   
   
   
3. The Customize view appears allowing you to change the primary and accent colors, as well as the background and logo images of the user interface.
   
   
   
   
4. Select the new primary or accent color using the color palette. 
   
   
   
   
5. Scroll down and click SET for the color changes to be applied.
   
   
   
   
6. To change the background that appears on the CMS, click on the Background Image area and import the file that contains the background image to be displayed.
   
   
   
   
7. To change the logo that appears on the top left side of the CMS, click on the Logo Image area and import the file that contains the logo image to be displayed.
   
   
   
   Doing so changes the logo shown below.
   
   
   
   
8. Click PREVIEW to view the customization settings without the changes taking affect, or click UPDATE for the new customization settings to take effect. 

Resetting the User Interface Customization

To reset the customization of the SmartServer CMS user interface, click the Action button () and select the Reset Customization action.

The SmartServer CMS customization settings return to the defaults.

Provisioning Devices

1. To provision devices from the Customers widget, click the Action button () and select the Provision All Devices action.
   
   
   
   
2. Confirm the provision operation by clicking YES on the Confirmation dialog box.
   
   
   
   Refer to the Site Provisioning section for more information about provisioning operations.

Deprovisioning Devices

1. To deprovision devices from the Customers widget, click the Action button () and select the Deprovision All Devices action.
   
   
   
   
2. Confirm the deprovision operation by clicking YES on the Confirmation dialog box.
   
   
   
   Refer to the Site Provisioning section for more information about provisioning operations.