Customers
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New to Sentinel EMS?
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Who is a Customer?
A customer can be an organization that owns an entitlement or a current or potential buyer of an entitlement. Typically, entitlements are generated for customers. A customer can have a single or multiple contacts.
Customer Status
The Status attribute available on the Customers page specifies the following status of a customer:
>Enabled: The customer can log on to Sentinel EMS.
>Disabled: The customer is blocked from logging on to Sentinel EMS.
Prerequisites for Creating a Customer
The following is the prerequisites for creating a customer:
>Customer Management permission (role) to create a customers and contacts.
Creating a Customer
From the navigation pane, select Customers to view the Customers page. The Add Customer button on this page is used to create a customer using the page given below:
Customer Attributes
The following table explains the attributes that are used to create a customer:
| Attribute | Description | Required/Optional | Valid Values |
|---|---|---|---|
| Name | Name of the customer. Two or more customers can have the same value for customer name. Two or more customers who have the same name are differentiated by using the Customer ID. |
Required |
>Alphanumeric >0 to 255 characters |
| Customer ID | Unique identifier for the customer. If value of Customer ID is not specified, it is auto-generated by the system. |
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>Must be unique >0 to 100 characters |
| CRM ID | The customer relationship management identifier. | Optional |
>0 to 255 characters |
| Description | Additional information about the customer. | Optional |
>Alphanumeric >0 to 510 characters |
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Additional Attributes |
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| External ID | External reference identifier that identifies the customer in an external system. | Optional |
>Unique across Sentinel EMS for all customers. >Alphanumeric >0 to 60 characters |
| Ref ID | Reference identifier that identifies the customer in an external system. | Optional |
>Alphanumeric >0 to 255 characters |
| Time Zone |
Customer time zone. The start date and the end date of a license belonging to the customer are calculated according to the customer's time zone. This value helps customize the usability period of the licenses and orders for a customer. For example, the order taker and the customer may be located in separate time zones. Specifying this value ensures that the licenses and orders are valid based on the customer's location. You can override the customer time zone by specifying the activatee time zone during activation. For details, see Activations. |
Required |
A time zone from the list. For a list of time zone values, refer to the Sentinel EMS REST API Guide. |
Associate Contacts
After providing the attribute details, use the Associate Contacts pane displayed below to associate contacts with the customer you are creating.
The points to remember when you associate a contact with a customer:
>You can create a customer without associating any contact.
>Use the Add Contact button in this pane to create a new contact and associate it with the customer.
>Click 
for an associated contact to remove it from the Associated Contacts list.
Actions for a Customer
The following table lists the actions available for customers:
| Action | Description | ||
|---|---|---|---|
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Updates information for an existing customer. Note: >If an entitlement marked as "complete" is associated with a customer, a confirmation is required when you edit the customer details. >Customer ID and customer name are not case-sensitive. |
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Deletes a customer. You can delete a customer for whom no entitlement has been generated. |
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Prevents the customer from logging on to Sentinel EMS. | ||
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Re-enables a customer that is marked as disabled, enabling the customer to access Sentinel EMS. |
