Customers

A Customer in IQFLOW represents a distinct business entity — an individual or an organisation — that purchases and uses devices and/or assets.

Customers can scale from small units to large ecosystems with many users, sub‑customers, and large numbers of devices and assets.

Who can manage customers?

Any Administrators can create and manage customer groups and individual customers.

What can customers do?

Once created, customers can manage their own environment, including:

• Creating and managing customer users;
• Adding and editing devices, assets, dashboards, and other entities.

Create new customer

The administrator can add a new customer using the following steps.

• Navigate to the "Customers" page. By default, you navigate to the customer group "All". Then click the plus sign in the upper right corner of the screen.
• In the opened dialog box, enter the name of the new customer. Additionally, you can input personal details for the customer and assign a home dashboard. Then click "Add".
• New customer is created. You can view and manage both users and entities (devices, assets, dashboards, etc.) for any customer directly from their row in the Customers table.

Create customer user

• Navigate to the "Customers" page. Then click on the "Manage customer users" icon located in the customer`s row to whom you want to add a customer user;
• Click the plus sign in the upper right corner of the screen. In the opened dialog box, enter the email address, first and last name of the user. Then choose activation method: display activation link or send activation link via email. Then click "Add";
• If you selected the option "Show activation link", copy the link address and send it to the user. Click "OK";
• New customer user is created.

Edit customer or customer user

The administrator can edit the title, specify a home dashboard and edit the rest of the fields for the customer. Let’s see how to do this:

• Click on the customer to open their details. Click the "pencil" icon to enter edit mode;
• Edit the fields. For example, you can specify a home dashboard for this customer and all its customer users. After that, save all changes;
• You have updated customer information.

Also, you can edit customer user information.

The steps are similar to how we edit the customer:

Click on the customer user to open their details. Click the "pencil" icon to enter edit mode; Edit the fields. For example, you can specify a customer`s phone number. After editing, save all changes; You have updated customer user information.