How do I add or delete customers?
Customers are defined as the Managed Service Provider's tenants. You will notice your own company in this list as well for ease of use and access, if needed. However, you are unable to delete or modify your own company.
Each of your customers (tenants) can be added and configured according to their own unique details and access needs.
How to add a new customer (Manually)
- To add a new customer, select Customers from the Left nav menu.
- Click the “Add New Customer” button.
- Click “Add Manually”
- Enter your customer’s name and click “Add Customer” to finish the process.
- Your customer will now be added in the table.
NOTE: If you use capitalization or spaces within your customer name, all capitalization will default to lower case, and all spaces will be replaced with a hyphen (-). For example, the customer name "TEST CUSTOMER" will be defaulted to "test-customer" upon creation.
How to add a new customer (CSV)
- To add a new customer via CSV, select Customers from the Left nav menu.
- Click the “Add New Customer” button.
- Click “CSV Upload”
- Click or drag the file to the upload area.
- Your customer will now be added in the table.
NOTE: The format for creating a customer via CSV is all lowercase characters and no spaces. You must first denote the CSV by a "Name" value. If a space is needed, add a hyphen (-) between the words. Here is an example format of how the CSV should look:
Name
testcustomer
test-customer
test-the-customer
NOTE: The CSV file is limited to 100 customers per file. If you have more than 100 customers, you will need to create more CSV files.NOTE: When using certain encoding methods it's possible an additional encoding character can be added to the file causing issues with the parser. Using "UTF-8" fixes that issue and lets you upload your .csv with no issues.
How to delete a customer
As previously stated, deleting a customer is limited to the customers you’ve created, you are unable to delete your own company within this page.
A deletion cannot be undone, so proceed with caution. To delete a customer, simply click the trashcan icon under the “Action” Column and confirm the deletion.
