---
title: "Configuring a Customer View"
slug: "customer-view-configuration"
updated: 2025-09-25T13:49:01Z
published: 2025-09-25T13:49:01Z
canonical: "learn.servitly.com/customer-view-configuration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.servitly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring a Customer View

A Customer view is a view that gives customers access to the products they are using.

The initial configuration of your DPS already contains a Customer View you can use as a starting point. For more details, you can refer to the [Default Customer View](/v1/docs/default-customer-view) article.

## Configuring a General Customer View

In case the default customer view is not enough, you can create a new one by following these steps:

1. Enter the [Interfaces / Views](/docs/views) page.
2. Select the *General* tab.
3. Click the Add View button.
4. Select the Customer type. ![](https://cdn.document360.io/6759e9c9-3ce3-49df-965a-7231d2d9a10a/Images/Documentation/image(720).png?sv=2026-02-06&spr=https&st=2026-10-16T18%3A21%3A33Z&se=2026-10-16T19%3A21%3A33Z&sr=c&sp=r&sig=jWxAa6%2B7VMJwEYvJRU8FW5tmrBG6AfLzVtxdKTDt1zo%3D)
5. The view is created, and now you can configure it.
6. Select the Customer User Types that will access the view.
7. Add the [pages](/docs/views?highlight=view#page-editing) that your customer users (e.g. Operation Managers, Operator) will use during their activities. You can copy them from the default customer view and add new ones.

## Configuring the Thing Definition Customer View

Other than configuring the General Customer Views, you also have to create the customer view for your thing definitions.

We suggest you define the common view structure in the top-level thing definition, and in each specific thing definition, just [override](/docs/thing-definition-inheritance) the templates.

1. Enter the [Interfaces / Views](/docs/views) page.
2. Select the Thing Definition tab.
3. Select the top-level thing definition (e.g. Base).
4. Click the Add View button.
5. Select the Customer type.
6. The view is created, and now you can configure it.
7. Select the Customer User Types that will access the view.
8. Add the tabs (sub-pages) that your customer users (e.g. Operation Managers) will use during their activities. For instance: *Overview, Status.*

#### Overview

This is the main tab when entering the thing definition details page, which provides a glance at all the main machine information and relevant data. The [Thing Details](/docs/thing-details-widget) widget can be used to display the machine's main information, such as:

- *Nickname:* the name assigned by the end-user to the thing.
- *Serial Number:* the serial number uniquely identifying the machine, which can be helpful when dealing with support and technicians.
- *Product Model:* the name of the product model.
- *Connection Status:* the current connection status (OFFLINE, ONLINE).
- *Operating Status:* the current operating status (STANDBY, WORKING).

By placing the [Value](/docs/value-widget) widget multiple times, you can display the current value of the metrics that are more relevant to customer users (e.g. Operation Managers). This widget is automatically highlighted according to metric [thresholds](/docs/dictionary-and-thresholds-1), so that when the user enters the page, they can see immediately whether there is something to take care of.

In addition to being more effective, we suggest you also include the list of [active alerts](/docs/active-alert-list-widget) and [actions](/docs/action-list-widget) related to the machine and visible to the user.

#### Status

This tab allows the customer user to inspect the status of the machine over time.

By using the [Status Diagram](/docs/status-diagram-widget) widget, the customer user can see all states in which the machine has been in time, and for each of them, the spent time and the percentage.