Customers

Now that you have created your product inventory and have given it personality with its details, it is time to show the customers what you have. This is done through the publication of the product. A product can be either Published or Unpublished. A Published product will be visible to all users while an Unpublished product will only be available to users who have that Product specifically assigned to them within the User Administration portal.

Customers and suppliers are a feature within inskill for inheriting products, assets and more from one account to another. This makes it easy for a customer to inherit a specific machine that already has existing expertise and documention from the suppliers account

Features withing Customers:

• Name: The name displayed here is the account which will be the customer of the account you are currently in
• Role: This is the role that the customer will be assigned, this will define its level of access
• Copilots: Here you can see the copilots that are assigned to the customer, if you have none selected it will say "None", if you have a few or all selected it will say "filter"
• Access code: This is the code that you will use to activate the customers account, on their account they will go to the supliers tab and enter it
• Active: The green check mark here will indicate the account is active
• Number of copilots: This will display the number of copilots assigned to the customer
• Number of users: ?????
• Actions: Here you can inactivate a customer

Editing a customer

When you click on the name of a customer you will be shown the screen to edit a customer, by clicking the "edit" button you will be shown the following screen: REPHRASE

Name: Here you can change the name of the customer

Status: Change a customer from active to inactive. This allows you to remove access from copilots without deleting the customer

Asset groups: Click the "add group" search bar to add different assets to this customer

Copilot Access: Here you can select the copilots that will be available to this customer