Managing Customer and User Accounts

This section describes how to manage customer and user accounts using the CMS Customers widget and consists of the following:

Managing Customer Accounts

For Remote CMS, you can create, edit, and delete customers using the CMS Customers widget. Only Admin user types can manage 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

For Local CMS, a default customer account is defined in the CMS. Creating, editing, and deleting customer accounts is not applicable in Local CMS applications; therefore, the Customers widget Action button () is not available (see figures below).


Remote CMS Customers widget


Local CMS Customers widget

Creating a Customer

To create a customer, perform the following steps:

  1. Open the CMS Customers widget.


    Remote CMS Customers widget

  2. Select the Customers widget Action button () and select the Create Customer action.



    The Create Customer view appears.



  3. Enter the customer information, including:

    • Customer ID – enter a customer identification number, such as the next sequential number (2 in this example).
    • Name – name of the customer
    • Short Name – short name used to identify the customer
    • Google API Key – used for access to Google Maps for maps display in the Locations widget.



  4. Click SAVE.

    The new customer is added to the Customers widget.

Editing a Customer

To edit a customer, perform the following steps:

  1. Open the CMS Customers widget.


    Remote CMS Customers widget

  2. Click the customer to be edited.



  3. Edit the customer’s information including the following parameters:

    • Name
    • Short Name
    • Google API Key



  4. Click SAVE to confirm the changes.

Removing a Customer

To remove a customer, perform the following steps:

  1. Open the CMS Customers widget.


    Remote CMS Customers widget

  2. Click the customer's Action button () and select the Remove Customer action. You can remove multiple customers by selecting the customers (a checkmark appears), and then clicking the Customers widget Action button () and selecting the Remove Selected Customers action. 



    A Confirmation dialog box appears.



  3. Click OK.

    The customer account is removed.

Managing User Accounts

For Local CMS and Remote CMS, you can create user accounts using the Customers widget. 

To create a user, click the customer's Action button () and select the Create User action.


Local CMS Customers widget


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

Customizing the User Interface

For Local CMS and Remote CMS, you can customize the SmartServer CMS user interface. Customization is set on the customer level and cannot be applied if you are logged in as an Admin user type.

Changing the Customization

To customize the user interface, perform the following steps:

  1. Open the CMS Customers widget.


    Local CMS Customers widget

  2. Click the customer's Action button () and select the Update Customization action.



    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.



  3. To change the color theme, click on the primary and accent colors from the color palette. 



  4. To change the background that appears on the CMS, click the background image area and import the file that contains the background image to be displayed.



  5. To change the logo that appears on the top left side of the CMS, click the logo image area and import the file that contains the logo image to be displayed.



    The logo image area on the CMS is shown below.



  6. Click UPDATE for the customization settings to take effect.  

Resetting the Customization

To reset the SmartServer CMS user interface customization to the defaults, click the customer's Action button () and select the Reset Customization action.



The SmartServer CMS user interface customization returns to the defaults settings.

Provisioning / Deprovisioning Devices

For Local CMS and Remote CMS, you can provision or deprovision all devices for a customer using the Customer's widget.

Provisioning Devices

To provision devices for a customer, perform the following steps:

  1. Open the CMS Customers widget.


    Local CMS Customer's widget

  2. Click the customer's Action button () and select the Provision All Devices action.



  3. Click OK on the Confirmation dialog box.



Refer to the Site Provisioning section for more information.

Deprovisioning Devices

To deprovision devices for a customer, perform the following steps:

  1. Open the CMS Customers widget.


    Local CMS Customers widget

  2. Click the customer's Action button () and select the Deprovision All Devices action.



  3. Click OK on the Confirmation dialog box.


Refer to the Site Provisioning section for more information.