Tenant Management

The Customers page is where you view and manage all customer tenants on the platform. Each tenant represents a customer account -- either a company or an individual -- with their own users, orders, invoices, and support history.

Accessing the Customers Page

1. Click Customers in the sidebar.
2. The customer list loads with all registered tenants.

Summary Statistics

At the top of the Customers page, four summary cards provide a quick overview:

These numbers update in real time as new customers register or existing data changes.

Customer List

The main table displays all customer tenants with the following columns:

• Name -- Customer or company name
• Type -- Company or Individual
• Status -- Active, Suspended, or Inactive
• Users -- Number of users within the tenant
• Created -- Account creation date

Searching Customers

1. Click the search field above the customer list (or use Cmd+K for global search).
2. Type a customer name, email, or company name.
3. Results filter in real time as you type.

Filtering by Type

1. Click the Type filter dropdown above the list.
2. Select Companies to show only business accounts.
3. Select Individuals to show only personal accounts.
4. Select All to reset the filter.

You can combine the search field with type filters to narrow results further.

Customer Detail Panel

Click any customer row to open the detail panel on the right side of the screen. This panel provides a comprehensive view of the selected tenant.

Overview Section

The top of the detail panel shows:

• Customer name and type
• Account status
• Contact email
• Creation date

Activity Counts

Below the overview, count badges summarize the customer's activity:

Click any badge to navigate directly to the filtered view of that resource for the selected customer.

Tenant Details

The detail panel also includes:

• Contact information -- Primary email, phone, address
• Billing information -- Payment method on file, billing address
• Account history -- Timeline of key events (creation, status changes, notable orders)

How to View a Customer's Orders

1. Open the customer detail panel by clicking the customer row.
2. Click the Orders count badge.
3. You will be taken to the Orders page, pre-filtered to show only that customer's orders.

How to View a Customer's Invoices

1. Open the customer detail panel by clicking the customer row.
2. Click the Invoices count badge.
3. You will be taken to the Invoices page, pre-filtered for that customer.

How to View a Customer's Support Tickets

1. Open the customer detail panel by clicking the customer row.
2. Click the Tickets count badge.
3. You will be taken to the Support page, pre-filtered for that customer.

Exporting Customer Data

To export the customer list as a CSV file:

1. Apply any desired filters (type, search query) to narrow the list.
2. Click the Export button in the top-right area of the customer list.
3. A CSV file will download containing all visible customers and their details.

The export includes: name, type, status, email, user count, order count, invoice count, and creation date.

Tip: Use CSV exports for periodic reporting, audits, or importing data into external tools like spreadsheets or CRM systems.

Best Practices

• Regular review: Periodically check for inactive or suspended tenants that may need follow-up.
• Use filters: When working with a large customer base, combine search and type filters to quickly locate specific accounts.
• Check activity counts: Before contacting a customer, review their orders, invoices, and tickets for full context.

Related Guides

• User Management -- Manage your own team members and roles
• Order Management -- Track and manage customer orders
• Billing & Invoices -- Invoice management and billing overview
• Support Tickets -- Handle customer support requests