Customer Management

The Customers section in the Vendor Portal is where you create and manage customer accounts, invite customer users, manage customer-specific secrets, and control which features each customer can use. This guide walks you through the customer management interface and common tasks.

Overview

From the Customers page you can:

• Create customers and give them a name
• Invite customer users (name, email, and role) and manage access per customer
• Manage secrets for a specific customer—see Manage Secrets for how secrets work
• Enable or disable features per customer: Deployments, Alerts, and Artifacts

Use the Filter customers search bar to find customers, and + Create Customer to add a new one.

Creating a customer

1. In the Vendor Portal sidebar, go to Customers.
2. Click + Create Customer.
3. Enter a name for the customer.
4. Confirm to create the customer.

The new customer appears in the list. You can then invite users, manage secrets, and configure features for them.

Inviting customer users

1. In the Customers list, open the customer you want to add users to.
2. Click Manage users for that customer.
3. Click Add user (or Invite User).
4. Enter name, email, and role (see RBAC for Administrator, User, and Viewer).
5. Submit the invitation.

The invited user receives an email to set up their account. The first user for a customer is always an Administrator. After that, customer admins can add or remove users themselves from the Customer Portal.

Tip

The full steps and role options for inviting customer users are described in Inviting Customer Organization Users.

Managing secrets per customer

For each customer you can manage secrets that are only available to that customer’s deployments:

1. In the Customers list, find the customer.
2. Click Manage secrets for that customer.

For how to create, edit, and use secrets (including customer-scoped secrets), see Manage Secrets.

Enabling and disabling features per customer

You can turn Deployments, Alerts, and Artifacts on or off per customer. For example, if a customer only uses artifacts, you can disable Alerts and Deployments for them.

• Disable a feature: Click the red X next to the feature in the FEATURES column for that customer.
• Alerts are disabled by default for new customers. To enable Alerts for a customer, click the circled arrow icon next to the features for that customer.
• Re-enable a feature you previously disabled: click the circled arrow icon next to the feature under that customer.

Changes take effect immediately for that customer.

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Next steps: assign access with Application Licenses or Artifact Licenses, or learn the End-customer view of Distr.