Add Customer
You can add a customer to Hub. The customer is assigned an ID, and customer details appear in the Manger Customers table.
Add customer
Select the gear icon.
Search for the company to which the customer belongs.
In the Actions column, click Edit Company
. The Company Details page appears.
Select the Customers tab.
Click Add Customer.
In Create Customer, enter the following information:
Customer name.
Email address. A customer contact email address.
Phone contact. A customer contact phone number.
Company. This is the company to which the customer is assigned.
Intellicheck Customer ID. An ID for tracking customer transactions.
Select a Portal version. This will affect the results page appearance.
Portal V1 for the prior-generation results page.
Portal V2 for the new-generation results page.
Select a **Login Provider**.
Credentials. This is the traditional method where users log in by entering a username and password for each a session.
SSO. This is the single sign-on (SSO) method where users log in once with a single set of credentials. SSO credentials are retained for 12 hours or until a browser restart. Do not select this option unless an SSO provider is configured.
Click Create. The customer is added to the company.