Customers
This function requires O&O Syspectr Enterprise or a higher edition. Compare the editions
General
In the Customers area (formerly Managed Accounts), you create and manage separate accounts for your customers. To create a new customer, enter a name and click Add.
All customers shows the key figures and all customers as a table or as tiles, sorted by the need for action. The Action required and Events tabs cover all customers at once.
Current customer and switching
The customer selector in the header shows on every page which customer you are working in, next to the logo. Click it to switch to All customers, to your main account or to another customer. The selector offers a search as well as pinned and recently used customers.
Customer start page
Click a customer to open its start page with its key figures, computers and groups. In its Settings, you change the name and logo of the customer and pin it to the customer selector.
A report on a customer is created with the group report of its group All computers, as a PDF, CSV or Excel file.
Add computers
To add computers to a customer, switch to the customer and click Add computer on its start page. Download the EXE or MSI file and install it on the computers you want to monitor for this customer.
Please note: Your main account and your customers are completely independent of each other. A computer appears only in the account from which you downloaded the installation file.
Invitations and access
If another O&O Syspectr user gives you access to their account, the invitation appears in All customers with the owner, role and date. You can accept or decline it there. You can end access you have received at any time in the settings of the customer.
You can also assign separate access permissions to each customer, so that they only apply to the account concerned.