Initial Customer Setup Process

When adding a new customer, go through the following steps to correctly setup their account:

Create a spreadsheet of the Users that you want generated including their Name, Email Address, and potentially a column of passwords if provided (note that we can also assing one password for all users during the import step)
Clean the locations data as much as possible and then run THIS MACRO over the locations. This will add the latitude and longitude coordinates.
Fill out THIS FORM to setup the new customer.
- This will do a few things:
  - Create two user groups and viewing access levels named for this customer (one is "Corporate" and one is standard users)
  - Create the fields that you have selected/added from the form and associate them to the customer profile
  - Create an administrative user that is the primary account contact
Now you will find the company in the COMPANY REQUESTS section of the component in the administrator area.
- Review the information entered and once satisfied, click "Approve"
Go to the USER IMPORT section of the component and upload the user list you created in the first step. Be sure to map them to the user group associated with this customer.
Go to the LOCATION IMPORT section of the component and upload the list of locations you created in the second step. Be sure to map the columns to the corresponding fields created when you filled out the Customer Setup Form.

That's it! You have now created all of the users and the locations as well as mapped all the information correctly! You can see the following lists as needed: