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Overview

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

Each customer account in the StudyTRAX installation is completely separate from other customer accounts.


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: 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.

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