Add Customer

Getting Here

Settings > Customers > Add Customer


Add Customer Form

The Add Customer form allows you to create a new customer account. This form requires several mandatory inputs and optional settings to configure the account correctly.


Form Fields

  1. Email*

    • Description: Enter the email address of the customer.
    • Required: Yes
  2. Given Name*

    • Description: Enter the customer's first name.
    • Required: Yes
  3. Family Name*

    • Description: Enter the customer's last name.
    • Required: Yes
  4. Organization*

    • Description: Enter the name of the organization for the customer.
    • Required: Yes
  5. Shortname*

    • Description: A short identifier for the customer.
    • Validation: Length must be between 5-16 characters and comply with RFC 3986 (excluding the "+" character).
    • Required: Yes
  6. Type*

    • Description: Select the type of customer account.
    • Options:
      • SLG
      • MSSP
    • Required: Yes
  7. Status*

    • Description: Define the status of the customer account.
    • Options:
      • Active
      • Trial Active
    • Required: Yes
  8. Contractual Flows per Second

    • Description: Input the agreed-upon flow rate per second for the customer.
    • Required: No
  9. Multi Account Toggle

    • Description: Enable this if the customer will have multiple accounts.
    • Options: On/Off
  10. Internal Toggle

    • Description: Enable this for internal accounts.
    • Options: On/Off
  11. Data Retention*

    • Description: Set the data retention period for the customer.
    • Options:
      • 7 days
      • 45 days
      • 90 days
      • 180 days
    • Required: Yes
  12. Rollup Retention*

    • Description: Set the rollup retention period for the customer's aggregated data.
    • Options:
      • 7 days
      • 90 days
      • 180 days
      • 365 days
    • Required: Yes

Form Actions

  • SAVE: Saves the customer details and creates the new account.
  • CANCEL: Discards the input and closes the form without saving.

Notes:

  • Fields marked with an asterisk (*) are mandatory.
  • Ensure the Shortname follows RFC 3986 validation rules.
  • Toggle options (Multi Account and Internal) are optional configurations.

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