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To manage a customer:

  1. Show the Admin page by clicking the Admin link in the page navigation menu. 


     
  2. Click on the Customers tab.



  3. On the Customers widget, click on the name of the customer you want to manage.

    The Manage Customer dialog is displayed. 


     
  4. Do one or more of the following:

     ToDo this 
    Edit the name of the customer
    1. Click the button in the title bar.
    2. Edit the details as required.
    3. Click the button.
    Create a new customer with the same initial settings as the current customer
    1. Click the  button in the title bar.
    2. Select the Create Similar option from the menu.
    Log in to the platform as the customer
    1. Click the  button in the title bar.
    2. Select the Login to CP option from the menu.

    When assuming the identity of a customer, the branding displayed will be the branding that the customer's admin user sees. This will be the same as the branding the customer sees, except where the admin user assuming the customer's identity is an MBE admin and the customer is not. In this case the MBE's branding will be displayed.

    Delete the customer
    1. Click the  button in the title bar.
    2. Select the Delete option from the menu.
    3. Click the button.
    Edit the configuration of the customer account
    1. Click on the Configuration sub-tab.
    2. Click the button in the Configuration area.
    3. Edit any of the following as required:
      • Product offer - the customer product offer, if any, to associate with the customer account.
      • Address details.
      • Tax (VAT) details.
      • Credit customer - if this is set to Yes, the customer account has the option to pay later when purchasing units. This allows the account to purchase units without first registering a payment method.
      • Unit Warn Level - the customer will be alerted by email when their unit balance reaches this level.
    4. Click the  button.
    Assign Tags to the customer
    1. Click on the Availability sub-tab. 
    2. In the Include text box, enter a tag you want to assign to the customer.
    3. Click the button.
    4. Repeat steps b and c until the required tags have been added.
    5. Click the button.
    Set limits on the number of virtual resources that can be created by the customer
    1. Click on the Asset Maxima sub-tab. 
    2. For each type of virtual resource you want to set a limit on, enter the required value in the appropriate text box.

      • The values specified in the Public and Private Networks fields can override the maximum number of VLANs
      • The Cutoff Balance is the unit balance at which the customer will be unable to create or run any new resources.
    3. If you do not want to set a limit on a virtual resource, do not enter a value.
    4. Click the  button.
    View and modify the customer's unit balance
    1. Click on the Units sub-tab. 
    2. To add a unit product offer to the customer: 
      1. Select the required offer using the product offer drop down.
      2. Enter a description.
      3. Click the button.
    3. To add or remove an arbitrary number of units: 
      1. Enter a description.
      2. Specify whether the transaction is a credit or a debit using the Transaction Type drop down.
      3. Enter the number of units to credit or debit.
      4. Click the button.
    Validate that a customer's images are created by them
    1. Click on the Validate Customer sub-tab. 
    2. Enter the HTML to display as a tooltip validation message.
    3. Click the  button.
    Send an email to the customer
    1. Click on the Send E-Mail sub-tab.
    2. Enter the subject for the message. 
    3. Enter your message.
    4. Click the  button.
    View and manage the customer's existing users and add more if required
    1. Click on the Users sub-tab. 
    2. To manage a user, click on the name of the required user. 
    3. To add a new user, specify the required fields and click the button. For information on the different types of user, see Users.

    Change the default language used by the customer

    Changing this setting will only affect the display language of users who have not modified their language settings. For more information, see Order of precedence for language settings.

    1. Click on the Language sub-tab.

    2. Select the appropriate language using the Default drop down menu.
    3. Click the button.
    Change the branding used by the customer
    1. Click on the Themes sub-tab. 
      The current theme for the customer is shown in the Active Theme field. 
    2. To change the theme used by the customer, select the required theme from the Available Themes drop down.
    3. Click the button.

    View the customer's statements

    Statements are generated when using VPS style billing. For information on how to configure this, see Setting up VPS Style Billing.

    Click on the Statements sub-tab.
    View the customer's invoicesClick on the Invoices sub-tab.
    View any credit notes associated with the customerClick on the Credit Notes sub-tab.
    View reports about the customer's usage of the platformClick on the Reports section.
    View and manage the customer's VDCs

    Click on the VDCs section. To manage a VDC, click on the name of the required VDC.

    No actions can be performed on the VDC when managing it as an administrative user. To manage the VDC, impersonate the customer.

    View and manage the customer's servers

    Click on the Servers section. To manage a server, click on the name of the required server.

    No actions can be performed on the server when managing it as an administrative user. To manage the server, impersonate the customer.

    View and manage the customer's disks

    Click on the Disks section. To manage a disk, click on the name of the required disk.

    No actions can be performed on the disk when managing it as an administrative user. To manage the disk, impersonate the customer.

    View jobs associated with the customerClick on the Information sub-tab.
    View and manage the related resources and UUIDs for the customer
    1. Click on the Information sub-tab. 
    2. In the Related Resources and UUIDs section, click the name of a related resource or UUID to manage it.

      Not all related resources and UUIDs can be managed; those which can be managed are indicated by their name or UUID appearing as a link.

    View any keys associated with the customer and add more if required
    1. Click on the Keys sub-tab. 
    2. To add a key, enter the required details and click the  button.

      For more information about keys, see Keys.

     

     

  5. Once you have finished managing the customer, close the Manage Customer dialog by clicking the  button.