Customer Update

Overview

The Customer Update page contains the attributes of the customer account. 

Content

• ID:  A unique ID assigned by the application in sequential order

  The ID is visible after the customer account is created

• Name: A unique name to given to the customer account
• Description:  An optional description of the customer account
• Reference ID Template:  Enter a template if Reference ID's are to be automatically generated
• Is Reference Id Editable:  This box is checked by default indicating that users can edit the Reference ID.  Uncheck the box if users should not be able to edit the Reference ID's.
• Data Entry Only Customer:  Do NOT check this box.  It is only used with a synchronization feature in StudyTRAX that requires specific training and is not a common feature.
• Min Password Length:  The minimum password length that users' passwords must have
• Days Password Is Valid:  The number of days before a user is required to change their password
• Password Non-Repeat Count:  The number of unique passwords before a password can be re-used
• Bad Login Attempts Allowed:  The number of incorrect password attempts before a user's account is locked

  When a user successfully logs in the Bad Login Attempts Allowed is rest to 0

• Allow Raw Import/Export: Do NOT check this box.  It is only used with a synchronization feature in StudyTRAX that requires specific training and is not a common feature.
• Hide Inaccessible Universal Variables: If this box is checked then users will not see any universal variables for subject's at other sites.  When a new subject is entered, the name fields will not be displayed.  If this box is not checked, then name information will be displayed if the user has access to at least one project that includes subject names.
• Default Date Format: 

  The common option to select is Default

  With the Default option selected the date format for all users will follow the date format of the server.  If a specific date format is selected, then the date format for all users will follow that format.
• License Key: You will receive a license key from ScienceTRAX Support if one is required in this field. 

  Most installations will not have a license key in this field and will only need a license key when a project is created.