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Customers

Introduction

A customer can be a separate business-entity: an individual, or an organization that purchases or uses tenant devices and/or assets. A Customer can also be a division within the tenant organization.

A customer user belongs to the customer and has read permissions to view dashboards and other entities assigned by the tenant administrator. In Thingsboard Community Edition a customer user cannot create their own customers, users, or subcustomers.

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Important:
In Thingsboard Professional Edition customer user can create other customers, users and subcustomers. To try this functionality, use the ThingsBoard Cloud server. The alternative option is to install ThingsBoard locally using this installation guide

Tenant administrators can create customer and can directly manage their assets, devices, dashboards, and edges from the customer details page by clicking the related tab.

Create new customer

The tenant administrator can add a new customer using the following steps.

  • Navigate to the "Customers" page. Then click the plus sign in the upper right corner of the screen;
  • In the opened dialog box, fill in the title of the customer. Also, you can optionally indicate country name, city, address, and phone number. Then click "Add";
  • New customer is created. You can add as many customers as you want in the same way.
Navigate to the "Customers" page. Then click the plus sign in the upper right corner of the screen;
Navigate to the "Customers" page. Then click the plus sign in the upper right corner of the screen;
In the opened dialog box, fill in the title of the customer. Also, you can optionally indicate country name, city, address, and phone number. Then click "Add";
In the opened dialog box, fill in the title of the customer. Also, you can optionally indicate country name, city, address, and phone number. Then click "Add";
New customer is created. You can add as many customers as you want in the same way.
New customer is created. You can add as many customers as you want in the same way.

Create customer user

The tenant administrator can add a customer user using the following steps.

  • Navigate to the "Customers" page. Then click on the "Manage customer users" icon located on the customer`s row to whom you want to add a customer user;
  • Click the plus sign in the upper right corner of the screen. In the opened dialog box, enter the email address, first and last name of the user. Then choose activation method: display activation link or send activation link via email. Then click "Add";
  • If you selected the option "Show activation link", copy the link address and send it to the user. Click "OK";
  • New customer user is created.
Navigate to the "Customers" page. Then click on the "Manage customer users" icon located on the customer`s row to whom you want to add a customer user;
Navigate to the "Customers" page. Then click on the "Manage customer users" icon located on the customer`s row to whom you want to add a customer user;
Click the plus sign in the upper right corner of the screen. In the opened dialog box, enter the email address, first and last name of the user. Then choose activation method: display activation link or send activation link via email. Then click "Add";
Click the plus sign in the upper right corner of the screen. In the opened dialog box, enter the email address, first and last name of the user. Then choose activation method: display activation link or send activation link via email. Then click "Add";
If you selected the option "Show activation link", copy the link address and send it to the user. Click "OK";
If you selected the option "Show activation link", copy the link address and send it to the user. Click "OK";
New customer user is created.
New customer user is created.

Edit customer

The tenant administrator can edit the title, specify a home dashboard and edit the rest of the fields for the customer. Let’s see how to do this:

  • Click on the customer to open their details. Click the "pencil" icon to enter edit mode;
  • Edit the fields. For example, you can specify a home dashboard for this customer and all its customer users. After that, save all changes;
  • You have updated customer information.
Click on the customer to open their details. Click the "pencil" icon to enter edit mode;
Click on the customer to open their details. Click the "pencil" icon to enter edit mode;
Edit the fields. For example, you can specify a home dashboard for this customer and all its customer users. After that, save all changes;
Edit the fields. For example, you can specify a home dashboard for this customer and all its customer users. After that, save all changes;
You have updated customer information.
You have updated customer information.

Also, you can edit customer user information.

The steps are similar to how we edit the customer:

  • Click on the customer user to open their details. Click the "pencil" icon to enter edit mode;
  • Edit the fields. For example, you can specify a customer`s phone number. After editing, save all changes;
  • You have updated customer user information.
Click on the customer user to open their details. Click the "pencil" icon to enter edit mode;
Click on the customer user to open their details. Click the "pencil" icon to enter edit mode;
Edit the fields. For example, you can specify a customer`s phone number. After editing, save all changes;
Edit the fields. For example, you can specify a customer`s phone number. After editing, save all changes;
You have updated customer user information.
You have updated customer user information.

Delete customer or customer user

The tenant administrator can delete a customer along with all its customer users using one of the following ways:

First way:

  • Click a trash icon can opposite the customer`s name you want to delete;
  • Confirm deleting the customer in the dialog box.
Click a trash icon can opposite the customer`s name you want to delete;
Click a trash icon can opposite the customer`s name you want to delete;
Confirm deleting the customer in the dialog box.
Confirm deleting the customer in the dialog box.

Second way:

  • Click on the customer that you want to delete. In the customer details, click "Delete customer" button;
  • Confirm deleting the customer in the dialog box.
Click on the customer that you want to delete. In the customer details, click "Delete customer" button;
Click on the customer that you want to delete. In the customer details, click "Delete customer" button;
Confirm deleting the customer in the dialog box.
Confirm deleting the customer in the dialog box.

You can also delete multiple customers at once.

  • Mark one or multiple customers you want to delete. Click on the trash bin icon in the top right corner;
  • Confirm deleting customers in the dialog box.
Mark one or multiple customers you want to delete. Click on the trash bin icon in the top right corner;
Mark one or multiple customers you want to delete. Click on the trash bin icon in the top right corner;
Confirm deleting customers in the dialog box.
Confirm deleting customers in the dialog box.

Also, you can delete any customer user from the customer. The steps are the same as when deleting a customer.

  • Navigate to the "Customers" page. Then click on the "Manage customer users" icon located on the customer`s row whose customer user you want to delete;
  • Click a trash icon can opposite the name of the customer user you want to delete. Confirm deleting the customer user in the dialog box.
Navigate to the "Customers" page. Then click on the "Manage customer users" icon located on the customer`s row whose customer user you want to delete;
Navigate to the "Customers" page. Then click on the "Manage customer users" icon located on the customer`s row whose customer user you want to delete;
Click a trash icon can opposite the name of the customer user you want to delete. Confirm deleting the customer user in the dialog box.
Click a trash icon can opposite the name of the customer user you want to delete. Confirm deleting the customer user in the dialog box.

Next steps