Step 2 – Create Your First Customer

In octoja, a Customer represents a company or organisation whose IT systems you manage. Even if you only manage your own company, you still create it as a customer — this is how octoja organises devices, sites, and cases.

Before you start

Make sure you are logged in and have the Customer Management permission, assigned via Administration → Groups. One of your groups also needs Access to all customers switched on under Customer Access. If every group you belong to is limited to specific customers, the Add Customer button is not shown.

Steps

1. Click Customers in the left sidebar.
2. Click the Add Customer button in the top right corner.
3. Fill in the customer details:

4. Click Add.
5. The customer is created — a "Customer created." confirmation appears and octoja takes you straight to the new customer's detail page.

The following walkthrough shows the complete flow from the Customers page to creating and viewing a new customer:

Adding sites (locations)

Most customers have more than one office. You can add sites to organise devices by physical location:

1. Open the customer's detail page. You are already there after creating the customer — if you have navigated away, click the customer in the Customers list.
2. Click Edit Customer in the page header.
3. Scroll to the Sites section, below Info, Address, and Contact Person.
4. Click Add Site and type a name like "Head Office", "Branch Office", or "Data Center". Repeat for every location.
5. Click Save in the page header.

Sites help you group devices by location and make it easier to see at a glance where a problem is. For more detail, see Create a Customer and Add a Site.

What happens next?

Now that you have a customer, you can:

• Deploy an agent to one of their devices (next step)
• Add more sites to organise their locations
• Create cases to track support requests for this customer

Next step

Continue to Step 3 – Deploy Your First Agent.