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Creating Customers

Learn how to set up and manage customers in the GCXONE Configuration App.

Overview​

Customers are the top-level organizational unit in GCXONE. Each customer can have multiple sites and devices associated with them.

Step-by-Step Guide​

Step 1: Access Configuration App​

Log in to the GCXONE portal and navigate to the Configuration App.

Step 2: Add New Customer​

  1. Click on the Customers tab.
  2. Click the Add Customer button (or the + icon).
  3. Enter the mandatory details:
    • Customer Name: The legal or descriptive name of the account.
    • Internal ID: A unique identifier used for billing or internal tracking.

Step 3: Save and Verify​

Click Save. The customer will now appear in your customer list, allowing you to begin adding sites and devices.

Best Practices​

  • Use a consistent naming convention for customers to simplify searching and reporting.
  • Ensure the Internal ID matches your billing or CRM system for easier reconciliation.

Need Help?​

If you're experiencing issues, check our Troubleshooting Guide or contact support.