Customers
Services › Customers lists your customers, with the Main account, the Status and the date they were created.
Creating a customer
New customer asks for:
- the Company data: company name, VAT number, address, contacts. Country is chosen from the list; Telephone and Fax take the international prefix chosen next to the number;
- the Main account: Full name, Username, Email and, optional, Mobile of the person who sees all the subscriptions of the customer. It is their Owner user;
- the Password of the main account: Send a link to choose the password, the way to prefer, or Set the password now and tell it to them yourself;
- the Internal notes, visible only to you, not to the customer;
- the First subscription, optional: the customer starts with a subscription of the plan chosen.
Your reseller plan sets how many customers you can have.
After it is created, the customer signs in to the panel with the main account and creates the other users of their company by themselves. If you have a panel name of your own (see Branding), the invitation email leads there.
The page of a customer
The name of a customer opens their page:
| Section | What it holds |
|---|---|
| Overview | Their subscriptions, with plan and state, and Add subscription |
| Company data | Their data and the internal notes, with Save |
| Main account | The person who manages the customer |
| Status | Active, suspended or disabled |
| Backup | The backups you make of this customer |
| IP addresses | The addresses their services can use |
| Delete | Deleting the customer |
Changing the main account
To hand the main account over to another person, for example when the contact person leaves the company, change Username, Full name and Email and set a new password, then Save the main account.
If whoever uses the main account lost the phone and the recovery codes, in Second factor of the main account you find Turn off the second factor. The other users of the customer are unlocked by an administrator of the customer.
The state of the customer
| State | What happens |
|---|---|
| Active | The customer works normally |
| Suspended | It applies to all their subscriptions, which are suspended |
| Disabled | It applies to all their subscriptions, which are disabled |
Making the customer active again does not reactivate their subscriptions: you reactivate them one by one from the Subscriptions page. A subscription becomes active again only while its customer is active. What happens to a suspended or disabled subscription is explained in Subscriptions.
IP addresses
IP addresses shows the addresses the services of the customer can use: the Shared addresses you gave them from your pool and their Dedicated addresses. A dedicated address is needed, for example, for a CSP (Central Syslog) subscription to receive logs on the standard ports 514 and 6514.
Add gives them another shared address, Remove takes it back. The customer must have at least one shared address, and an address in use by one of their services cannot be taken back. Dedicated addresses are assigned by the administrator.
The backups of a customer
Backup opens the copies you make of this customer, by hand or with a schedule of yours. They work like the backups of the organization described in the customer manual, with two differences:
- the customer does not see them, and they do not count in their space;
- a copy that holds a deleted subscription can recreate it (Recreate the subscription, from the list of the files of the copy): the subscription comes back for its customer from the saved plan or another one you choose, with its limits, name and devices, its previous port if it is free and, if you want, its logs (Bring back its logs too).
Your own backup of the organization also holds all your customers.
Deleting a customer
Delete: the users of the customer can no longer sign in and their subscriptions are disabled. The data stay.
To really delete the data of a subscription, disable it and delete it from its page (see Subscriptions). Before doing it, consider making a backup of the customer: it is the only way to recreate it later.