If I have assets for “Company A” and “Company B” and both are my customer, would I create a “Customer A” in the Customer area, or the Group area (or both).
If one or the other, what factors determine where the customer’s assets should be managed?
Groups vs Customers
In addition to Customers/Groups I see there is “Accounts” within the Admin area.
If someone can clarify when an Account should be setup vs. Customer, I would appreciate the info.
Userlevel 4
+2
Hi
Thanks,
Stine
Userlevel 1
Hi
The Accounts section is to be used when you want to create sub-accounts inside your organization. These accounts can be internal (part of your own organization) or external (for customer accounts that are tightly connected to your organization). Customer accounts created here will get their own access to Manager and you will be able to transfer ownership and give visibility of assets to them.
https://help.trackunit.com/en/articles/145108-how-do-i-create-and-manage-sub-accounts-in-trackunit-manager
The Customers app allows you to create a list of your customers that may or may not need their own access to Manager. It also allows saving contacts under each customer account, for sending alerts and notifications, and assigning assets for proper reporting on your side.
https://help.trackunit.com/en/articles/155109-how-do-i-manage-customers-in-trackunit-manager
Groups are used for asset management inside your own account. The users in your account can be assigned to certain groups of assets, so that they can better focus their daily activities where it's needed, rather than on the entire fleet.
https://help.trackunit.com/en/articles/152891-how-do-i-work-with-groups-in-trackunit-manager
In this particular scenario, whether it's better to use Accounts or Customers depends on your specific need, the main differences being whether your customers need access to Manager or not, and how you plan on managing the ownership and visibility of assets in the future. Your Customer Success representative should be able to guide you to the correct solution, depending on your exact needs.
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