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Manage Customers

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

Accessing Customers​

  1. Log in with your reseller account
  2. Navigate to Reseller Customers from the main menu
  3. View list of all customer organizations

Customer List​

The customers page displays all your customer organizations with:

  • ID, Name, Email, Phone, Registration date, Status
  • Sortable and searchable columns
  • Pagination (25, 50, 75, or 100 rows per page)
  • Click Name or Email to view details

Creating a Customer​

Open Create Modal​

  1. Click "New Customer" button (top right, Plus icon)
  2. Create modal opens

Fill in Details​

Required:

  • Name - Organization name (e.g., "Acme Corporation")
  • Email - Valid email address (e.g., "contact@acme.com")

Optional:

  • Phone - International format with country code (e.g., "+31 612345678")

Create Customer​

  1. Review entered information
  2. Click "Create" button
  3. New customer appears in list

Viewing Customer Details​

Open Customer Details​

Method 1 - Cell Click:

  1. Click on customer Name or Email
  2. Navigates to customer detail page

Method 2 - Actions Menu:

  1. Click row actions (three dots)
  2. Select "View"
  3. Navigates to customer detail page

Method 3 - Right-Click:

  1. Right-click on any customer row
  2. Select "View" from context menu
  3. Navigates to customer detail page

Customer Detail Page​

The detail page shows:

Customer Information (Editable):

  • Organization name
  • Email address
  • Phone number
  • Active/Inactive status checkbox

Update Button:

  • Only enabled when changes are made
  • Shows "Updating..." during save
  • Success toast on save

Tabs:

  1. Subscription - Customer subscription details
  2. Usage - Usage statistics
  3. Tokens - API tokens
  4. Users - Customer organization users
  5. Transcriptions - Transcription sessions

Editing Customer Details​

  1. Open customer detail page
  2. Modify fields:
    • Change organization name
    • Update email address
    • Edit phone number
    • Toggle active/inactive status
  3. Click "Update" button (enabled when changes made)
  4. Changes saved
  5. Success or error toast appears

Note: Update button is disabled until you make changes.

Deleting a Customer​

Open Delete Confirmation​

Method 1 - Actions Menu:

  1. Click row actions (three dots)
  2. Select "Delete" (red option)
  3. Confirmation modal opens

Method 2 - Right-Click:

  1. Right-click on customer row
  2. Select "Delete"
  3. Confirmation modal opens

Confirm Deletion​

  1. Review customer name in confirmation
  2. Click "Delete" to confirm
  3. Customer is permanently removed
  4. Success toast appears
  5. Customer list refreshes

Warning: Deletion is permanent and cannot be undone.

Row Actions​

Each customer row has two actions:

View​

  • Icon: External link icon
  • Action: Opens customer detail page
  • Intent: Primary (blue)

Delete​

  • Icon: Trash icon
  • Action: Opens delete confirmation
  • Intent: Danger (red)