Step 5. Create and activate a Customer User

Customer User is a user account associated with a specific Customer. Users can access only the entities and data assigned to their Customer.
Permissions to perform operations (read, write, create, delete, etc.) on devices, dashboards, and other resources are determined by the role assigned to the user.

In this step, you will create a Customer User account with read-only permissions and activate it to verify secure, customer-level access to assigned devices and dashboards.

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Create a user account for the Customer:

1. In the Customers & users ⇾ Customers list, click Manage customer users for your customer.
2. Navigate to the Groups tab and select the Customer Users group.
   It’s an autogenerated user group with read-only permissions.
3. Click + Add user in the upper-right corner.
4. Enter the user's email address.
   Optionally, specify the first name, last name, phone number, preferred UI language, and unit system.
5. Choose the user activation method:
   • Display activation link — generates an activation link that you can copy and share manually.
   • Send activation mail — sends the activation link to the specified email address (requires a configured mail server).
     For this guide, select Display activation link.
6. Click Add.
7. Copy the activation link and store it securely — you will use it later to activate the new user account.
8. Click OK to finish.

A Customer User account has been created.

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Use the activation link from the previous step to complete account setup and sign in as a Customer User.

1. Open the activation link in a new browser tab and press Enter.
2. Create a password by entering it twice, then click Create password.

After activation, you will be logged in to the ThingsBoard user interface.

As a Customer User, you can:

• view assigned devices and their telemetry data on dashboards;
• view alarms related to assigned devices.

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