Manage Customers

This page details information on how to:

• Add a customer

• Edit a customer

• Login-to another Customer (Masquerade)

• Delete a customer

Add Customer

Getting Here

Settings > Customers > Add Customer

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.

Edit Customer

Getting Here

1. Click the ellipse (3 dots) icon at the beginning of the row customer row you want to masquerade.

2. Click Edit. The edit page allows you to: Modify available settings Delete the customer

Login-to another Customer (Masquerade)

Getting Here

Settings > Customers > Customer Row

Reseller or Fusion accounts configured with sub-accounts may use the "Login-to" feature.

With proper privileges, you can masquerade as another customer.

Depending on your permissions, masquerading allows you to modify settings of another Fusion customer.

To masquerade:

1. Click the ellipse (3 dots) icon at the beginning of the row customer row you want to masquerade.

2. Click Login To.

While you are masquerading as customer, a red line displays at the top of the Fusion screen and will remain visible until you stop masquerading.

To stop masquerading, swich back to your default company from the upper left corner.

Delete Customer

Getting Here

Settings > Customers > Customer Row

1. Click the ellipse (3 dots) icon at the beginning of the row customer row you want to Delete.

2. Click Delete. A warning screen appears. THIS PROCESS CANNOT BE UNDONE You can Delete or Cancel the operation.