Customer Management
Go to Customers > Customer Management to manage your customers.
Customer List
Column Header | Description |
---|---|
Customer account | The name of your customer, that is usually the email address. |
Team name | The name of the team that the customer belongs to. |
Team type | 3 kinds of team types:
|
Internal Customer ID | ID of the customer to identify. |
Balance | Balance that the customer owned. |
Credits | Credits that the customer owned. |
Company name | The company name of the enterprise. Only available for the Enterprise team. |
State |
|
Tag | You can add a tag to your customer to identify. |
Registration time | The registration time of the customer. |
Actions | Other operations you can conduct on your customer:
|
Customer Details
Click the name of customer account to view the details.
Information
You can edit the basic information of your customer.
Reset Password
Click Generate New Password and a random password will be generated.
Copy the new password and click Confirm New Password.
Send the new password to your customer, and your customer can use this new password to log in to the console.
Manage Customer Credits
All customers share the total credits on your platform. You can contact us to set your total credits. The amount in the picture is for illustration only.
Enter or select the amount you want to grant.
Click Confirm.
For example, here you grant $20
credits to the selected customer, whose target credit will turn to $20
. Your credits left will become $50
($70
-$20
) now and you can grant them to other customers.
New Customers
You can invite or create new customers.
Invite Customer
Click Invite Customer and copy the link.
Send the link to your customer who will register via your link.
Create Customer
Click New Customer Account and create the account for your customer.
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