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Customer Region

The Customer Region admin module is used to create and edit customer regions. Customer regions are used to specify the client-specific region that applies to a third party investigation. See Client Access for more information.

The Customer Region screen is shown below:

You can change the columns that are displayed on the Customer Region pane by configuring the grid.

Details Tab

To create a customer region, click on the Create button and enter the appropriate values for the following fields on the Details tab:

  • Category - specifies the category that the customer region belongs to. If multiple customer regions with identical names are available for the user, the category is displayed along with the customer region in the Customer Region drop-down box on the Add Risk and Investigate screens.
  • Customer Region

Click the Save button after all information has been entered.

The Details tab is shown below:

View Utilities Tab

The View Utilities tab displays the utilities that the selected customer region is assigned to.

The View Utilities tab is shown below:

You can change the columns that are displayed on the View Utilities tab by configuring the grid.