Customer Overview

The Customers area is where you can create and manage your customer’s accounts. All customers will be listed in an overview table that can be filtered if you have a large customer base. You can then select a specific customer to view their details and manage their services.

To view information about a specific customer:

1. Navigate to Customers
2. Locate the relevant customer
3. Click Detail in the Actions column

The portal displays the customer information.

Customer details #

When viewing customer details, navigate through different tabs to view information about the customer.

Tab	Description
Edit	The Edit tab allows partners with the appropriate role to make changes to the customer. See Edit customers.
Info	The info tab presents key information about your customer’s account.
Services	The Services tab is where you can create customer services that will be associated with SIMs when they are assigned to customers. See Create and manage customer services.
CDR	The CDR (Call Detail Record) tab lists any call detail records that have been captured and provides the option to export them for analysis.
EDR	The EDR (Event Detail Record) tab lists any events, such as a notification or email, that have been sent.
SIMs	The SIMs tab will list all SIMs that are assigned to your customer’s account.
Users	The Users tab will list all users that are associated with your customer’s account.
Notification History	The notification history tab will list all notifications that have been sent.
Delete	The Delete tab allows partners with the appropriate role to Delete a customer.

Note: The details shown are dependent on the partner role.