Adding customer profiles

To add a customer profile:

  1. To view a list of customer profiles, select Setup > Customer Profiles.
  2. In the Profiles table, click Add.
  3. If this is the first profile to be created, the facility is set to All Facilities. You must create the default profile for All Facilities before you can add facility-specific profiles. If you have already created the default profile, select the Facility from the list.
  4. Specify the customer profile information.
  5. Click Save.