Customer Management¶

Manage company customer accounts with dedicated admin access for enterprise and organizational users.

Overview¶

The Customer Management system allows you to create and manage company accounts with the following features: - Company-level customer accounts - Dedicated customer admin access - Multi-user company management - Separate billing and account settings

Accessing Customer Management¶

Navigate to: Admin Panel → Customer → Manage Customer

Customer List¶

Customer Table¶

The customer management table displays all company customer accounts:

Column	Description
USER	Customer account name
ROLE	Customer Admin (company level)
PHONE	Contact phone number
EMAIL	Primary email address
ACTIONS	Edit or manage customer

Current Customers¶

Acme Corporation     | Customer Admin | +1-555-0789  | admin@acmecorp.example
Global Enterprises   | Customer Admin | +1-555-0321  | contact@globalent.example

Total Customers: 2 company accounts

Creating a New Customer¶

Access Creation Form¶

Navigate to: Customer → Create Customer or click "+ New" button

Customer Creation Form¶

Company Information¶

Company Name (Required)

[Enter company name]

- Legal company or organization name - Appears on invoices and communications - Used for official documentation

Company Website

example.com

- Company website URL - Optional but recommended - Used for verification and branding

Phone Number

+____________

- Company main phone number - Include country code - Format: +[country code][number]

Country

United States ▼

- Select from dropdown - Determines regional settings - Affects tax calculations and compliance

Company Address¶

Address Line 1 (Required)

[Enter street address]

- Primary company address - Street and building number

Address Line 2

[Enter additional address info]

- Suite, floor, building name - Optional details

City

[Enter city]

- Company location city

State / Province

[Enter state or province]

- State, province, or region

Postal Code

[Enter postal code]

- ZIP code or postal code - Format varies by country

Description

[Enter description]

- Company description - Business type and industry - Account notes - Special requirements or agreements

User Information¶

This section creates the primary admin user for the customer account.

First Name (Required)

[Enter first name]

- Admin user's first name - Primary account administrator

Last Name (Required)

[Enter last name]

- Admin user's last name - Full name for identification

Email (Required)

[Enter email address]

- Must be unique in system - Login username - All account communications sent here - Cannot be changed easily after creation

Password (Required)

[Enter password]

- Minimum 8 characters required - Must be strong and secure - User can change after first login - Follow password complexity requirements

Password Requirements

Password must be at least 8 characters long. For security, include: - Uppercase letters (A-Z) - Lowercase letters (a-z) - Numbers (0-9) - Special characters (@, #, $, etc.)

Primary Contact¶

Name

[Enter contact name]

- Main point of contact - May be same as admin user - Day-to-day communications

Phone Number

+____________

- Direct contact number - For urgent matters - Include country code

Email

[Enter contact email]

- Contact's email address - May differ from admin email - Used for billing and support

Address (Optional)

[Enter address]

- Contact's address if different from company - Optional field

Saving Customer Account¶

To create the customer: 1. Fill in all required fields (marked with ) 2. Review company and user information 3. Verify email addresses are correct 4. Ensure password meets requirements 5. Click *"Save"** button

After Creation: - Customer account is created - Admin user account is set up - Welcome email is sent to admin - Login credentials are provided - Customer can access their dashboard

Managing Existing Customers¶

Editing Customer Information¶

To edit a customer: 1. Locate customer in the table 2. Click edit icon (✏️) in Actions column 3. Modify desired fields: - Company information - Contact details - Admin user info - Account settings 4. Click "Save" to update

Editable Information: - Company details and address - Contact information - Admin user details - Account status - Billing information

Email Address Changes

Changing the admin email requires the user to verify the new address. They will receive a verification link.

Customer Actions¶

Available Actions: - Edit (✏️) - Modify customer details - View Dashboard - Access customer analytics - Manage Users - Add/remove company users - View Billing - Check subscription and invoices - Deactivate - Suspend customer account - Delete - Remove customer (requires confirmation)

Customer Admin Access¶

What Customer Admins Can Do¶

Customer Dashboard Access: - Manage company users - Configure company settings - View company usage statistics - Access company data only - Cannot see other customers - Cannot access platform admin functions

User Management: - Add new users to company - Remove users from company - Assign user permissions - View user activity - Manage user subscriptions (within company)

Billing Management: - View company invoices - Update payment methods - Review usage and costs - Download receipts - Manage subscriptions

Settings: - Configure company preferences - Set branding options - Manage integrations - Configure notifications - Set usage limits

What Customer Admins Cannot Do¶

Restricted Access: - ❌ Cannot access platform admin panel - ❌ Cannot see other companies' data - ❌ Cannot modify platform settings - ❌ Cannot create other customer admin accounts - ❌ Cannot access super admin functions - ❌ Cannot view platform-wide analytics

Search Functionality¶

Search Customers:

🔍 Search Customer name

How to Search: 1. Enter customer/company name 2. Results filter in real-time 3. Search works on partial names 4. Case-insensitive search 5. Clear to view all customers

Customer Use Cases¶

Enterprise Accounts¶

Scenario: Large company with multiple users

Setup: - Create customer account for company - Assign Customer Admin role - Customer admin adds company users - Manage billing at company level - Centralized usage tracking

Benefits: - Simplified billing - Centralized management - Better security control - Usage oversight - Team collaboration

Reseller Customers¶

Scenario: Reseller managing client accounts

Setup: - Reseller creates customer accounts for each client - Each client gets own customer admin - Separate billing per customer - Reseller tracks all clients - Commission based on customer usage

Benefits: - Clear client separation - Independent management - Accurate commission tracking - Scalable structure

Agency Partners¶

Scenario: Agency serving multiple clients

Setup: - Agency has main customer account - Sub-accounts for each client - Agency manages all accounts - Clients have read-only access - Consolidated billing option

Benefits: - Client segregation - Unified management - White-label options - Professional service delivery

Customer Account Management¶

Account Status¶

Active - Full access to platform - Can create and manage users - Billing is current - All features available

Inactive - Login disabled - Users cannot access platform - Data is preserved - Can be reactivated

Suspended - Temporary restriction - Usually due to payment issues - Limited access - Automatically reactivated when resolved

Deleted - Account removed - Data permanently deleted (after grace period) - Cannot be recovered - Email address can be reused

Billing Management¶

Subscription Plans: - Company-level subscriptions - Multiple users under one plan - Usage-based billing - Tiered pricing options

Invoice Handling: - Monthly consolidated invoices - Detailed usage breakdown - Multiple payment methods - Auto-billing options

Best Practices¶

Creating Customer Accounts¶

Customer Account Setup

DO: - ✅ Verify company information is accurate - ✅ Use company email domain for admin - ✅ Set strong password requirements - ✅ Document account purpose and details - ✅ Send welcome email with instructions

DON'T: - ❌ Use personal email addresses - ❌ Create duplicates for same company - ❌ Skip verification steps - ❌ Use weak passwords - ❌ Forget to document special agreements

Ongoing Management¶

Regular Activities: - Monthly usage review - Quarterly account check-ins - Annual contract renewals - Address issues promptly - Provide training and support

Monitoring: - Track active users - Review usage patterns - Check payment status - Monitor support tickets - Assess satisfaction

Multi-User Company Management¶

Adding Users to Customer Account¶

Customer Admin Process: 1. Customer Admin logs into dashboard 2. Navigates to User Management 3. Clicks "Add New User" 4. Fills in user details 5. Assigns permissions 6. User receives welcome email

User Permissions: - Full access (same as admin) - Read-only access - Limited feature access - Custom permission sets

Managing Company Users¶

Available Controls: - Add/remove users - Change user permissions - Reset user passwords - View user activity - Deactivate user accounts

Troubleshooting¶

Issue: Admin credentials not working

Solutions: 1. Verify email address is correct 2. Reset password from login page 3. Check account is active 4. Resend welcome email 5. Create new admin user if needed

Company Information Incorrect¶

Issue: Wrong company details displayed

Solutions: 1. Edit customer account 2. Update company information 3. Save changes 4. Verify updates appear correctly 5. Notify customer of changes

Multiple Users Issues¶

Issue: Users cannot be added to account

Solutions: 1. Check subscription plan limits 2. Verify customer admin permissions 3. Ensure email addresses are unique 4. Review error messages 5. Contact technical support if persists

Customer vs Reseller¶

Key Differences¶

Customer Account: - Company using the platform - Customer Admin role - Manages own company users - Pays for usage directly - No commission structure

Reseller Account: - Partner selling the platform - Earns commissions - Manages multiple customers - May have custom pricing - Commission tracking

When to Use Each¶

Use Customer: - Direct platform users - Enterprise companies - Organizations with multiple users - Internal team collaboration

Use Reseller: - Partners selling to others - Agencies with clients - Distributors - Affiliate marketers

Reporting and Analytics¶

Customer Metrics¶

Usage Statistics: - Total users - Active users - AI operations - Storage used - Bandwidth consumed

Financial Metrics: - Monthly recurring revenue - Usage costs - Payment history - Outstanding balance - Lifetime value

Engagement Metrics: - Login frequency - Feature adoption - Support tickets - User satisfaction - Retention rate

Additional Resources¶

Related Documentation: - Reseller Management - Compare with reseller accounts - User Management - General user administration - Dashboard - Monitor customer metrics

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