Skip to main content

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. The new customer is added with active status and a unique ID. If any field is invalid, the form shows a validation error and stays open.

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 the fields, then click Update to save.

Deleting a Customer​

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

Warning: Deletion is permanent.

Organization Structure​

Customer organizations belong to the reseller, who has full data access. The reseller has the RESELLER role; customer users have the RESELLEE role. Each organization operates independently. Status is controlled with the Active checkbox (active or inactive).

Next Steps​