Creating Corporate Customers - Sample 1

To create corporate customers, perform the following steps in Sigma Studio:

1. On the home page of Sigma Studio, click Manage > Customer.
   
   
   
   The Customer screen appears.
   
    
   
   
2. Enter the appropriate GCIF of the corporate customer in the GCIF field, e.g. tatafn.
   
   
   
   
3. Enter the appropriate CIF number of the corporate customer in the Cod Cif field, e.g. 667118724.
   
   
   
   
4. Enter the appropriate name of the corporate customer in the First Name field, e.g. tatafn.
   
   
   
   
5. Enter the appropriate address of the corporate customer in the Address field, e.g. 36, Bandra, Mumbai.
   
   
   
   
6. To upload the logo of the corporate customer, click the Browse Files option and select the relevant logo from your local drive.
   
   
   
   

7. Click the Save  icon to save the created corporate customer.

   When you try to exit the Customer screen, before saving the corporate customer or client details, a warning pop-up message appears, as shown in the following screen shot:
   

   • Click Cancel, if you do not want to exit the Customer screen.
   • Click Ok, if you want to exit the Customer screen.

   
   
   
   A confirmation message, indicating the successful creation of the customer appears.
   
   

8. Click Ok.
9. Once you create the application user, you can proceed to create database connections and data sources to fetch your business data. For detailed information on creating database connections and data sources in Sigma Studio, refer Creating DB Connection and Data Source. 
10. With the configured data sources, you can then proceed to create reports based on your needs and requirements. For detailed information on creating reports in Sigma Studio, refer Configuring Reports. 
11. Once you configure reports in Sigma Studio, you must create solution packages for the different corporate customers to enable them to access only those specific reports for which they are entitled and thereby ensuring that the corporate customers will be able to access only those specific reports, which have been added to the relevant package. For detailed information on creating solution packages and mapping the created solution packages to specific clients in Sigma Studio, refer Creating Report Packages and Assigning Packages to Clients.