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
-
Email*
- Description: Enter the email address of the customer.
- Required: Yes
-
Given Name*
- Description: Enter the customer's first name.
- Required: Yes
-
Family Name*
- Description: Enter the customer's last name.
- Required: Yes
-
Organization*
- Description: Enter the name of the organization for the customer.
- Required: Yes
-
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
-
Type*
- Description: Select the type of customer account.
- Options:
- SLG
- MSSP
- Required: Yes
-
Status*
- Description: Define the status of the customer account.
- Options:
- Active
- Trial Active
- Required: Yes
-
Contractual Flows per Second
- Description: Input the agreed-upon flow rate per second for the customer.
- Required: No
-
Multi Account Toggle
- Description: Enable this if the customer will have multiple accounts.
- Options: On/Off
-
Internal Toggle
- Description: Enable this for internal accounts.
- Options: On/Off
-
Data Retention*
- Description: Set the data retention period for the customer.
- Options:
- 7 days
- 45 days
- 90 days
- 180 days
- Required: Yes
-
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
andInternal
) are optional configurations.
Updated 21 days ago
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