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Manage Customers

Create and manage your customer organizations from the Reseller Customers page.

Accessing Customers​

Navigate to Reseller Customers (RESELLER role required) to view all customer organizations.

Customer List​

Table Columns: ID (copy on click), Name, Email (copy on click), Phone, Registered, Status (Active/Inactive)

Features: Pagination (25/50/75/100 rows), Status filtering, Sorting, Navigation via Name/Email click, row actions menu, or right-click

Creating a Customer​

Click "New Customer" → Fill form:

  • Name* (required)
  • Email* (valid email format)
  • Phone (optional, international format, default country NL)

Click "Create" → Success: toast, modal closes, customer appears. Error: field-specific validation errors, modal remains open. Customer created with active status and unique ID assigned automatically.

Viewing Customer Details​

Navigate via: Name/Email cell click, row actions → View, or right-click → View.

Customer Detail Page: Editable fields (Name, Email, Phone, Status checkbox). Update button enables when changes detected.

5 Management Tabs:

  1. Subscription - View plan and billing information
  2. Usage - Monitor metrics (audio hours, transcriptions, date range filtering)
  3. Tokens - Manage API tokens
  4. Users - View and manage organization users
  5. Transcriptions - Track transcription sessions and status

Editing Customer Details​

Edit fields → "Update" → Success: toast, button disabled. Error: validation errors, button remains enabled.

Deleting a Customer​

Row actions → Delete (or right-click → Delete) → confirm → customer permanently removed.

Warning: Deletion is permanent.

Organization Structure​

Customer organizations belong to reseller with full data access. Reseller has RESELLER role; customer users have RESELLEE role. Organizations operate independently. Status controlled via Active checkbox only (no Trial/Suspended/Cancelled statuses).

Next Steps​