- Create new customer
- Create customer user
- Edit customer or customer user
- Delete customer or customer user
A Customer in ThingsBoard represents a distinct business entity — an individual or an organization — that purchases or uses a tenant's devices and/or assets. A customer may also represent a department or subdivision within the tenant's organization.
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?
Tenant 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 tenant 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.
Note: By default, new customers are placed in the “All” customer group. You can choose or create a different group during the creation flow. Read more information about entity groups here.
Let's create another customer and a separate customer group for it.
- Navigate to the "Customers" page. Click the "+" sign to add a new customer. Input the customer title. Additionally, you can input personal details for the customer and assign a home dashboard. Then, click on "Next: Owner and groups" button;
- If desired, you can assign a different owner for this customer. We will leave this option unchanged. Enter a name for the new group and click "Create a new one!";
- In the opened dialog box, click "Add" to create a new customers group;
- Now, click "Add" to create a new customer;
- The customer has been created and is located in the "My Customers" group. You can navigate to this group by clicking on its name.
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.
Customer users created in the “All” group start with limited permissions. You can configure their permissions later by assigning roles. Learn how in this article.
Edit customer or customer user
The Tenant 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.
Delete customer or customer user
The tenant administrator can delete a customer along with all its customer users using one of the following ways:
First way:
- Click a trash icon can opposite the customer`s name you want to delete;
- Confirm deleting the customer in the dialog box.
Second way:
- Click on the customer that you want to delete. In the customer details, click "Delete customer" button;
- Confirm deleting the customer in the dialog box.
You can also delete multiple customers at once.
- Mark one or multiple customers you want to delete. Click on the trash bin icon in the top right corner;
- Confirm deleting customers in the dialog box.
Also, you can delete any customer user from the customer. The steps are the same as when deleting a customer.
- Navigate to the "Customers" page. Then click on the "Manage customer users" icon located on the customer`s row whose customer user you want to delete;
- Click a trash icon can opposite the name of the customer user you want to delete. Confirm deleting the customer user in the dialog box.
