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SecurityTrax

How to Use Customer Workflows

Create customer allows you to create customer accounts in SecurityTrax with an easy-to-use workflow.

To select a workflow option

  1. While logged into SecurityTrax, mouse over Create in the top navigation menu, then select Customer.
  2. Select from the Select Workflow options and click Start.
    • Note: If only one workflow is active, the customer create process will start immediately (this step will not be necessary).
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