Remote Customer Management

Overview

This section outlines the processes for managing remote customers. Each process specifies the type of remote customer it applies to and includes step-by-step instructions. If you haven’t set up a remote environment yet, refer to Setting Up a Remote Environment for guidance.

Creating a Remote Customer

This process applies to shared environments. Make sure the environment is already set up before proceeding. For private customers, customer creation is handled during the environment setup process.

1. Log in to the Atria portal.

2. Navigate to the left-hand menu:
   Customers > New Customer.

3. Or, navigate to Customers > Customers and click on New Customer.

4. Use the Location drop down to select your remote environment.

5. Fill in the required details and click Provision.

For further details about customer creation, navigate to Customer Management

Delete a Remote Customer

The below provides instructions for deleting a customer that resides in a remote environment. Ensure you know whether the customer is in a private or shared remote environment.

Private Environments

1. Navigate to Configuration > System Manager > Environments.
2. Select the environment you would like to remove, and click the menu icon on the right.
3. Click Detach.
4. Confirm the removal.
5. Run Remove-AtriaComponents in an elevated PowerShell session on the remote environment.

The below is a step-by-step guide for this process.

Shared Environment

For Shared Environments:

1. Navigate to Customers > Customers.
2. Select the customer, and click Deprovision.
3. Once that is successful, click Delete.