Pre-requisites.
To add new users to a customer account, the following conditions must be met:
- The person creating a Customer must be Admin in the Max Portal.
- Customer Name & Insight Roles should be known.
Steps to Create a Customer in Insights
This interface ensures that every new customer is set up with the correct access and permissions from the start.
1. Go to max.nov.com and click on the 3 vertical dots as shown below:
2. Go to the Admin section in max.nov.com
2. Click on "Create Customer" button on top right.
3. In the modal that pops up for creating a new customer input a customer name and assign the app roles as below:
- Click on the Create Customer button to display the following fields and options:
- Root User Email: A required field where you enter the primary email address for the customer.
- Customer Name: A required field to specify the customer's display name.
- Assign App Roles: A section where you choose which applications and roles the customer will have access to.
- The Insight section is expanded, showing checkboxes for available roles.
- Scroll through and select multiple roles.
- Click Save after entering name and selecting roles.
4. After customer has been successfully created you will be automatically moved into the customer and a pop up for adding users will appear.
Note: Please see the next Article on Steps to Add Users for next steps.