Customer Update

Overview

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

Content

• ID:  A unique ID assigned by the application

  The ID is visible after the customer account is created

• Name: A unique name for the customer account
• Description:  An optional description of the customer account
• Reference ID Template:  The Template that will be used if Reference ID's are to be automatically generated
• Generate Reference ID: Controls the behavior of the Reference ID field when adding a new subject to the system. If set to "Force", the Reference ID will be always be generated when a new subject is added to the system. If set to "Allow", the Reference ID will be generated if the user does not enter a Reference ID. If set to "No", the user will be forced to enter a Reference ID when adding a new subject to the system.
• 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.
• 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
• Hide Inaccessible Universal Variables: 
• Attribute checked
  • New Subject
    • Name fields are never displayed, even if the user has access to projects that use name
  • Subject Search across All Projects
    • Subjects not in a project are displayed, but their name is not displayed
    • Subjects in a project and site(s) to which the user has access are displayed including names 
  • Subject Search within a project
    • Subjects in the project and site(s) to which the user has access are displayed, including the name
  • Quick Search
    • Entering an exact match on the Reference ID opens the Subject Overview page, but does not display name information
    • If the user has access to another project, that subject can be enrolled and universal variables will then be accessible
    • Entering an exact match in the Project ID field of Quick Search for a subject does not find the subject if the user does not have access to that project and site
• Attribute not checked
• New Subject
  • Name information will be displayed if the user has access to at least one project that includes subject names
• Subject Search across All Projects
• Subjects not in a project are displayed, including their names
• Subjects in a project and site(s) to which the user has access are displayed including names
• Subject Search within a project 
  • Subjects in the project and site(s) to which the user has access are displayed, including the name
• Quick Search 
  • Entering an exact match in the Reference ID field of Quick Search opens the Subject Overview page and shows the name, other universal data is not visible.  That subject can be added to another project and their universal variables will then be accessible.
  • Entering an exact match in the Project ID field of Quick Search for a subject does not find the subject if the user does not have access to that project and site

• 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.