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Customer management

The Customers page is the centralized place for customer management.

Required permission​

  • Distributor/reseller: Your DoiT account must have the Admin role.

Access customers​

To view customers, sign in to the DoiT console, and then select Customers from the top navigation bar.

  • A distributor will see the full three-tier hierarchy.

    Customers page

  • A reseller will see a two-tier hierarchy with its own account and end customers assigned to it, but not the distributor or other resellers.

    Reseller customers page

General options​

  • Filter: Filters the list by customer, by source data, or by status. Note that if a child account appears in the result, its parent account is also listed even if the parent account doesn't match the filter.

  • Columns: Specifies columns to show or hide.

  • Density: Adjusts the line spacing of the list: Compact, Standard, or Comfortable.

  • Export: Downloads the customer list as a CSV file.

Users with the Admin role can add new customers or update the configurations of downstream tenants.

Status​

The status field indicates a customer's position in the onboarding process.

  • A distributor has access to the onboarding statuses of all downstream tenants, including both resellers and end customers.

  • A reseller has access to the onboarding statuses of its own end customers.

  • The status field displays --- for customers that have completed onboarding; resellers always see their own statuses as ---.

Each customer that is still in the onboarding process displays a circular progress bar. You can select the progress bar to check the status of each onboarding task or start a task directly.

Onboarding progress bar

Admin, Source data, and Settings​

  • Admin: Name of the admin user of the customer. If there are multiple admin users, this field displays the first invited one.

  • Source data: The aggregated health/status of billing data (CUR) ingestion for the customer and its downstream tenants. Possible status: Success, Warning, Failed, Not available.

  • Settings (the gear icon ): Opens the details page of the customer.

Contracts​

The Contracts field displays the number of contracts associated with each customer, grouped by contract status.

Selecting the contracts summary will open a pop-up, which shows up to three contracts with their status and a View option to open the contract details page. If the customer has more than three contracts, select View all contracts to navigate to the full list of Contracts.

Customer contracts summary

Tenant switcher​

The tenant switcher at the rightmost end of a tenant entry allows a distributor or reseller admin to switch to the perspective of a downstream tenant, in a context-aware customer view.

For example, when a distributor admin switches into a reseller, the Customers page automatically scopes its view to match that reseller's context, displaying only the reseller and its own end customers, and adjust all other features accordingly to reflect what a native admin of that reseller tenant would see.

To switch back to their own tenant, the distributor or reseller admin can select thee avatar in the upper-right corner of the top navigation bar, and then select Switch tenant from the drop-down.

Switch tenant

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