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Add a customer to the library

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  1. Log into the FactoryLogix Office client application.

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  1. Select Libraries  > Customer Library.

  2. Under Customer List, select

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  1. the Add Customer

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  1.  button.

  2. Enter

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  1. a name for this customer in the Customer Name field, then select Save in the lower-right corner of the window.

    Add a customer to the libraryImage Modified


    Note
    iconfalse
    titleNote:

    To remove a customer from the library, select the customer under Customer List, select the Delete Customer Delete Customer buttonImage Modifiedbutton, then select Yes in the dialog that displays to confirm that you want to delete the selected customer.

Associate a user or user group with a customer

You can associate users and/or user groups with a customer.

Info

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Important!

If one or more users or user groups are associated with a customer, only those users may access that customer's data in FactoryLogix Office or Production. If no users or groups are associated with a customer, any FactoryLogix user may access that customer's data. You can manage users and groups in the Users and Roles area of the FactoryLogix Office client application.

  1. Log into the FactoryLogix Office client application.

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  1. Select Libraries Libraries buttonImage Modified

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  1.  > Customer Library.

  2. Select a customer under Customer List.

  3. To add a user to the selected customer, select

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  1. the Add User Add User buttonImage Modified

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  1.  toolbar button.

    User(s) dialogImage Modified

  2. Select a user from the list provided, then select OK.

  3. To add a user group to the selected customer, select

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  1. the Add Group Add Group buttonImage Modified 

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  1. toolbar button.

    User Groups dialogImage Modified

  2. Select a user group from the list provided, then select OK.

  3. To delete a selected user or group, select a user or group in the Name tree, then select the Remove 

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  1. Remove buttonImage Added

     button.

  2. Select Save in the lower-right corner of the window to save this change to the FactoryLogix database.

    Add or delete a user or group for a customerImage Modified