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.

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.

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.