Add customers

Distributors can add both resellers and end customers. Resellers can add only end customers.

Required permission

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

Add a customer

To add a customer (reseller or end customer):

1. Sign in to the DoiT console, select Customers from the top navigation mega menu.

2. On the Customers page, select Add customer.

   

Step 1: Customer profile

1. Provide basic information of the customer profile.

   

   • Parent organization: Select the parent tenant in the hierarchy.

     • To add a reseller, choose its distributor as the parent.

     • To add an end customer, choose its reseller as the parent.

   • Company name: The customer's company name.

   • Domain name (optional): The customer's primary domain. Multiple customers can share the same primary domain. You can leave this empty during creation and set it later when editing customer information. The primary domain can only be set once. Make sure the domain is correct before saving.

   • Country code (optional): The customer's country. Select from a list of ISO 3166-1 country codes. You can set, update, or clear it later from the Overview tab. This field is necessary for geographic access.

   • Default currency: The default billing currency for the customer.

   • External ID (optional): An alphanumeric identifier for the customer from an external system. You can also set or update it later from the Overview tab.

2. Select Save and continue.

Step 2: Invite admin user

A customer must have at least one active Admin user to complete the onboarding process.

1. Fill in the required information for the Admin user.

   

   • Basic information: email, first and last name (optional), job function.

   • Child tenant role (available when inviting a user into a distributor/reseller tenant): Specify the role the admin user gets when accessing downstream tenants. Select None to explicitly deny child tenant access to the new user. See Child tenant role.

   • Geographic access: Set the geographic scope for the admin user. This controls which customers the user can access within the tenant hierarchy based on geography.

     The scope defaults to the customer's country (specified by the country code in the customer profile, set in Step 1), or Global if no country code is defined. See Scope types for details.

2. Select Save and complete.

   If you choose Skip it for now, you'll have an Invite admin user task in the onboarding process. You can resume the configuration from there.

If successful, the invited user will receive a welcome email with an activation link.

Edit customer information

To update the basic information of a customer:

1. On the Customers page, locate the customer of interest, and then select Settings (the gear icon

   ) of the entry.

2. Review and update the information on the Overview tab.

   

   • If the customer was created without a domain, set the domain name here. The primary domain can only be set once. Make sure the domain is correct before saving.

   • To clear an existing country assignment, select No country assigned from the Country code dropdown. You can reassign a country at any time.

3. Save your changes.

Deactivate or reactivate a customer

To deactivate or reactivate a customer, open an expert inquiry.

When a customer is deactivated:

• The customer's console access is suspended.

• DoiT stops the customer's billing processing. Historical data is preserved.

• The Customers page displays a Deactivated status for that customer.

When a customer is reactivated, console access is reinstated and billing processing resumes.