Customers

The Customers page is the master list of every company you have a contract with. From here you onboard new customers, change their lifecycle status, and drill into their detail page to manage tenants, users, security, billing, and configuration.

List page

Toolbar

• Search — matches customer name or billing contact email.
• Status — All / Active / Suspended / Churned.
• Plan — All / Starter / Professional / Enterprise (or any custom plans).
• Clear — appears when any filter is active.
• New Customer button (top right).
• Count chip — "N customers" or "N of X" when filtered.

Columns

Column	Notes
Name	Clickable link to the customer detail page.
Plan	Display name with version suffix. A warning icon appears if the customer is on a version older than the current.
Billing Contact	Email, or — if none.
Status	Active / Suspended / Churned badge.
Created	Relative timestamp.
Actions	Inline icon buttons — Suspend, Reactivate, Churn, Delete.

Row actions

Action	Behaviour
Suspend (power icon)	Opens a confirmation modal with a required reason field. Suspended customers' users cannot sign in.
Reactivate (rotate icon, suspended only)	Direct action — no modal.
Churn (trash icon)	Opens a confirmation modal with a required reason field. Churn is the "this customer is gone" state.
Delete (X icon)	Hard delete. Customers with non-deleted tenants cannot be deleted — delete the tenants first.

Creating a new customer

Click New Customer. The modal asks for:

• Name — display name of the company.
• Plan — pick from available plans.
• Billing Contact Email — invoices and billing-related notifications go here.
• Timezone — used for invoice period boundaries and report formatting.

Click Create. The customer is created in active status with no tenants. You typically follow up with: create tenants, invite users, and confirm plan / billing settings.

Customer detail page

Click a customer's name to open the detail page. The header shows the customer's name, status badge, and a Focus on this customer button (visible to operators with broad access — enters focus mode for this customer).

Below the header is a tab strip:

Overview tab

Two cards on this tab:

• Customer Details — Plan, Plan version, Billing Contact, Timezone, IDP Org ID, Created date.
• Billing Summary — credit balance.

Tenants tab

A list of every tenant owned by this customer with columns Name, Instance, Status, Created. Row actions:

• Suspend / Resume for active vs. suspended tenants.
• Delete (with required reason) for active or suspended tenants. Terminal — purges Mongo data.

For full tenant operations (move, migrate, edit licensing) use the Tenants page or open the tenant directly.

Users tab

A server-paginated table of every user assigned to the customer. Expand a row to see the user's full profile and all tenant assignments.

Columns: Name, Email, Portal Role, Status, Tenants count, Instances count, Identity type (Internal / External), MFA enabled.

Filters: Status, Portal Role, Assignment state, Identity type, MFA. Any custom user attributes the customer has enabled appear as additional filters.

Actions:

• Invite Users (top right) — bulk invite. Paste emails or upload an Excel file. The modal shows a review step where you set a portal role per invitee and flags collisions:
  • Users already in this customer — skipped.
  • Users existing in the system but not in this customer — granted access.
• Assign tenant (user + icon, per row) — opens a modal: pick Instance → Tenant → Role.
• Suspend / Reactivate (per row).
• Resend Invite or Transfer Ownership (ellipsis menu, available for invited or external users).

The expanded row shows Invited At, Last Login, Profile Completed flag, IDP User ID, all custom attributes, and a mini-table of the user's tenant assignments.

Security tab

Authentication, API keys, OAuth clients, IP allow-lists, and other customer-level security configuration.

Service Accounts tab

Machine credentials for the customer. Create, view, revoke. The secret is shown once at creation — copy it then.

Webhooks tab

Outbound HTTP endpoints subscribed to platform events. Configure URL, event types, auth headers. Includes delivery history with retries.

User Attributes tab

The customer-level configuration for which user attributes are enabled, their order, and per-attribute defaults. See User Attributes for the platform-wide attribute definitions.

Notes

• Plans are tied to versions — see Plans & Meters. If a customer is on an old plan version, a warning icon appears on the list page, and an Upgrade to v[N] banner appears on their billing page.
• Suspending a customer is a heavy hammer. To pause only one tenant, suspend the tenant from the Tenants page.
• Empty filtered state shows "No customers match your filters". Empty unfiltered state shows a generic empty message and the New Customer button is the only way forward.