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# Customer management

Available for: SaaS only

You can create and manage customers for SaaS.

Note: Options in this tab vary according to the permission level.

In this topic:

## Overview of customers

A customer is a SaaS environment. SaaS contains the following types of customers.

- Owner customer: An owner customer is created directly under the Site Operation and can have child customers created under it.

- End customer: An end customer is created under the Site Operation or an owner customer. An end customer cannot have child customers.

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## Switch between customers

From the Site Administration masthead, you can see what the active customer is and which customer you belong to, and you can also switch to another customer.

Active Customer. Displays the current customer.

My Customer. Displays the customer where the logged in user belongs.

To switch to another active customer:

1. Click the active customer name to open the Change Active Customer dialog box.

2. In the Active Customer field, select the customer to which you want to switch.

3. Click OK.

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## Create customers

Only site admins can create and manage owner or end customers under the Site Operation. Owner customer admins can create and manage end customers under an owner customer.

Action | Details
--- | ---
Create a customer | To create a customer: To create an owner customer, switch to the Site Operation. To create an end customer, switch to the Site Operation or the target owner customer. Click New Owner to create an owner customer. Click New End Customer to create an end customer. Provide the owner customer name and the expiration date. Click Save.
Delete a customer | To delete a customer: In the Customers list, hover over the customer you want to delete. Click the Delete button and click Yes in the confirmation dialog box. You cannot delete a customer that owns projects or end customers.
Activate/Deactivate a customer | To activate or deactivate a customer: In the Customers list, select the customer you want to activate or deactivate. To deactivate the customer, click Deactivate Customer. To activate the customer, click Activate Customer.

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## View or edit customer attributes

In the Attributes tab of a customer, you can view information about the customer and add recipients to the SaaS notification system.

Permission:

To view customer details, you should be site admin or customer admin, or have one of the following permissions:

- Customers > View Customer Attributes

- Customers > Update Customer Attributes

To edit customer details, you should be site admin or customer admin, or have the Customers > Update Customer Attributes permission.

Customer attributes

The following table describes the attributes of a customer:

UI Element | Description
--- | ---
Name | The customer name.
Tenant ID | The customer ID.
Status | The customer status. The status can be active or inactive. If a customer is inactive: All its projects are inactive. If it is an owner customer, all its end customers are inactive. None of its users are allowed to log in.
Contract Expiration Date | The SaaS service contract expiration date. Click the date button to select the expiration date. The expiration date is calculated based on the server time. When the expiration date is reached, users of the customer are unable to access the system. Reminders for expiry: Days before the expiration date: Email notifications about the expiry are sent to the site admin and customer recipients (that are specified by New Recipients). The email frequency is controlled by the CONTRACT_EXPIRY_NOTIFICATION_FREQ parameter. For details, see Site Parameters. Every time the site admin or customer admin logs in, an alert pops up in Site Administration to inform the expiry . Permission required: To edit contract expiration date of a child customer under your customer, you should have the Update Descendant Customer License permission. To view contract expiration date of your customer and child customers, you should have the View Customer License permission.
Projects Limit | The number of projects limited to this customer. If you set the value to -1, the customer can have an unlimited number of projects. Note: To edit projects limit of the child customers under your customer, you should have the Update Descendant Customer License permission. To view projects limit of your customer and child customers, you should have the View Customer License permission.
Number of Domains | The number of domains that belong to the customer.
Number of Projects | The number of projects that belong to the customer.
Number of Users | The number of customer users that are currently defined in the system.
Enable Quality Insight | Enables or disables Quality Insight for the customer. Note: Only site administrators can enable or disable Quality Insight for a customer. You can enable Quality Insight for a customer only when it is enabled at the site level. For details, see Quality Insight. If the customer is an end customer, you can enable Quality Insight only when it is enabled both at the site level and at the owner customer level.
New Recipients | Opens the New Recipient dialog box, enabling you to add a new recipient to the SaaS notification system. To add a recipient: Type the recipient name and at least one email address. Click Save. The new recipient is displayed in the table.
Recipient Name | The name of the recipient.
Email Address | The email addresses of the recipient.
Actions | Click Edit to edit a recipient. Click Delete to delete the recipient.

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## View customer parameters

Available from: 25.1 P1

If you customer is a direct child of the root Site Operation, as customer admin, you can view the site parameters that have been configured for your customer and see the complete list of parameters available for configuration.

These parameter settings work for all projects under your customer, overriding the configurations at the site level.

To view parameters set for your customer:

1. Open the Site Administration > Customers tab.

2. Go to the Parameters tab of your customer.

   - The site parameters that have been configured for your customer are listed.

   - Not all parameters support configurations at the customer level. To view the complete list of supported parameters and their descriptions, click All Parameters for Customer.

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## Map customer to IDP

In the Customer IDP tab of a customer, you can map a selected active customer to an IDP ID.

Note: Available when SSO authentication is enabled. For details, seeSet up SSO authentication.

To map an IDP to a customer, you should be site admin or customer admin, or have the Customers > Update Customer Attributes permission.

Customer Name: Select an active customer.

IDP ID: Enter the IDP ID to map to the selected customer.

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## Map customer to LDAP server

From the Customer LDAP tab, you can map a selected active customer to an LDAP server.

Note: Available when LDAP authentication is enabled in Site Administration. For details, see Import users from LDAP.

To map an LDAP server to a customer, you should be site admin or customer admin, or have the Customers > Update Customer Attributes permission.

Customer Name: Select an active customer.

IDP ID: Select an LDAP server to map to the selected customer.

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See also:

- Assign licenses to customers and domains.
- Role management
- Site Administration

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