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Customer Management

Manage customers in the platform, including searching for customers, creating new customers, modifying customer information, setting permissions, resetting passwords, and deleting customers.

Customer Management

You can create new sub-customers.

  1. Fill in the basic information of the customer, including customer type and customer name.

    Contact person, contact phone, contact email, address, configurations related to Streaming Service (such as live stream, intercom, history playback nodes), time zone, region, and default latitude and longitude are optional.

    Customer Basic Information

  2. Fill in the basic information of the customer’s administrator, including account, nickname, and login password.

    Email is optional, the customer it belongs to defaults to the selected customer, and concurrent login allows the customer’s administrator to log in on multiple devices simultaneously.

    Administrator Basic Information

  3. Configure the permissions for the customer’s administrator.

    Select the menu and function permissions for the customer’s administrator.

    Customer Administrator Permissions

  4. Customer creation is complete.

    Customer Creation Complete

    After creation, you can copy the account information or share it by sending an email.

    Share Account Information

You can edit the basic information of a customer.

Edit Customer Information

You can set menu and function permissions for sub-customers, and you can also revoke these permissions.

To ensure security, granting and revoking permissions must be done separately.

Customer Permission Settings

A customer must meet all of the following conditions to be deleted:

  • No associated licenses
  • No sub-customers
  • No sub-users
  • No associated devices

Deleted customers will be moved to the recycle bin, where you can choose to permanently delete or restore them.

Delete Customer

If a sub-customer’s administrator forgets their login password, you can use this function to reset a new password for them.

Reset Customer Password