One of the main tasks of the back office team is to manage the customer base, which includes creating new customers, editing, or deleting existing ones.
From the Customers page, the back-office user can view the list of all customers registered in the DPS and visible to their parent business entity (Organization or Partner).
The back office can search for customers, create a new customer by pressing the Add Customer button, or view and edit an existing one by selecting a row from the list.
On a customer's details page, the pencil icon in the top-right (visible to users with the WRITE_CUSTOMER permission) allows the DPS user to edit the customer's information, organized across several tabs.
General
The General tab is the place where it is possible to edit all the customer's main information, including:
type of the customer (business or personal)
name and unique customer code
country and timezone
any additional property
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Users
The Users tab provides a list of all users registered under that customer, also including the underlying locations.
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By pressing the Add User button, a new user can be created. Generally, this is done when the very first customer’s user, the administrator, is created.
Refer to the User Management article for more details.
This tab is visible if the back office user has one of the following permissions: READ_USER, WRITE_USER.
Authorizations
The Authorizations tab allows the back office to manage which Organizations or Partners are permitted to view the current customer.
Authorizations allow you to define who can access a customer and, therefore, their machines.
Refer to the Business Entities article for more details.
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By pressing one of the plus buttons, the back office can authorize an Organization or a Partner to view the customer.
Optionally, it is also possible to specify a date after which the authorization is automatically revoked.
Pressing the Delete button immediately revokes the authorization, preventing the organization or partner from accessing the customer.
This tab is visible if the back office user has one of the following permissions: READ_ORGANIZATION_AUTHORIZATION, WRITE_ORGANIZATION_AUTHORIZATION. READ_PARTNER_AUTHORIZATION, WRITE_PARTNER_AUTHORIZATION.
Note that the root organization has an implicit authorization to see all sub-organizations, partners, and customers.
Connection
The Connection tab allows the back office to configure an IoT connector specific to the customer.
Refer to the Connection Mapping article for more details.
Subscriptions
The Subscriptions tab enables the back office to manage the subscriptions associated with a customer.
Refer to the Subscription Management article for more details.
API Key
The API Key tab lets the back office manage the API Key, which the customer uses to integrate with the DPS API.
Refer to the End-user API Keys article for more details.