Manage Customers

On the Manage Customer page, resellers can create and define the scope for each customer, determining which accounts they will have access to. Resellers can also invite customer users to Anodot, ensuring they only see the specific scope assigned to them.

The main functionalities on this page are:

  1. Create customers
  2. Invite customer users to Anodot
  3. Trigger rebelling

Create customers

  1. From the left menu click on Partner > Manage customers.
  2. Click on
  3. In the expanded section, define the following and click on Save:
    • Customer Name
    • Customer Code
    • Linked Accounts (all the accounts that the customer will see)

Note:

In case the customer is a "Dedicated Account" you can choose to assign automatlicy linked accounts/ subscriptions/ projects to the customer 

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In addition, you can define the pattern for linked accounts that are excluded from the auto-assignment process of accounts to customers. You can use ‘*’ as a wildcard in this pattern. For example: * SP*. (to exclude any linked accounts with SP in their name)

Invite customer users to Anodot

  1. In the displayed list of customers, click the add user icon   in the relevant customer. 
    • You can either add a single user by adding his email.
    • Or add many users at once by adding the value via the UI or by uploading a CSV file.

Trigger rebelling

MSP admin user can trigger rebilling per customer. The triggering can be per customer or as a bulk action.

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  • Rebilling can be triggered several times a day, once every 8 hours.
  • Bulk triggering will trigger the re-billing for all customers for the same selected month.
  • The rebilling will be triggered for a selected month.
  • As part of the rebilling new data will be added as the rebilling process runs on the data consumed for that month from the payer account. Running rebilling might cause inconsistencies between the data the user sees in the platform to the invoices that were already issued.


Additional Actions

  • Assign additional linked accounts to a customer.
  • Download the user list to a CSV.
  • Open the customer scope to view the customer data.
  • To impersonate a user click on the impersonate icon for the relevant user.