Managing individual customers

Views:

Use the individual customer screen (Users & Licenses → Customers → {Company name}) to manage individual customer settings, including service plans, account details, and company profile.

The following table outlines the sections available on the individual customer screen.

Section

Description

Customer information banner

Displays the following information:

Status: Indicates whether the partnership status is Enabled or Disabled.

Note

You can click Enabled or Disabled to change the status from the Profile tab.
Vendor: Indicates the vendor that is licensing products to the specified customer.

Licenses tab

Allows for the management of customer service plans

Assign Individual Service Plan: Click to assign an individual service plan.

For more information, see Assigning an Individual Service Plan to a Customer in Licensing Management Platform.
Assign Multiple Service Plans: Click to assign multiple service plans.
Remove Service Plans: Click to remove selected service plans.
{Service Plan Name}: Click the service plan name in the table to modify the service plan settings.

For more information, see xModifying a customer's service plan.

Accounts tab

Allows for the management of customer account settings

Click the account name to modify general information, disable the account, or reset the account password.

For more information, see Modifying customer account settings.

Profile tab

Allows for the management of the company profile and account status

For more information, see Modifying the profile of a customer company.

Note