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You use the Customer Library to maintain a list of customers and lists of FactoryLogix users and/or user groups who are authorized to work on each customer's data.

Add a customer to the library

  1. Log into the FactoryLogix Office client application.

Select 
  1. Select Libraries 

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 Customer
  1.  Customer Library.

  2. Under Customer List, select

the 
  1. the Add Customer

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  2. Enter

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

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Note

To remove a customer from the library, select the customer under Customer List, select the Delete Customer

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Delete Customer buttonImage Added button, 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

icon

falsetitle

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

data in NPI 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

NPI client application.

  1. Log into the

FactoryLogix Office
  1. NPI client application.

Select 
  1. Select Libraries 

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  1. Libraries buttonImage Added >

 Customer
  1.  Customer Library.

  2. Select a customer under Customer List.

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

the 
  1. the Add User 

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

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

the toolbar button
  1. the Add Group 

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  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.

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