Managing Customers¶
Creating a customer¶
To create a new customer, select Add Customer from the Partner Portal. The creation form collects the following information:
| Field | Required | Description |
|---|---|---|
| Yes | The customer's company name as it will appear in the Enclave Portal and on invoices. | |
| No | The name of the person at the customer responsible for managing Enclave. | |
| Yes | The customer's primary business domain (e.g. trantor.example). Must be a resolvable domain with working DNS records, as the system validates this during creation. Contact support if your customer does not have a resolvable domain or does not have a domain name. |
|
| No | An estimate of the number of systems the customer expects to enrol by the end of their trial. Defaults to 50. This is not a hard limit - the customer can enrol more systems than this estimate during their trial. | |
| No | An estimate of the number of gateway add-on licences the customer will need. Defaults to 0. |
Assigning admins¶
During creation, you must add at least one user as a customer admin. These admins will be able to sign in to the Enclave Portal and manage the customer's organisation. There are two ways to add admins:
- Partner users - select an existing member of your partner organisation. They receive immediate access to the customer's organisation.
- External users - enter an email address to send an invitation. The recipient must accept the invitation before they can access the customer's organisation.
You can also enable Automatically Add Partner Users, which grants all current and future members of your partner organisation admin access to this customer. See Access to Customer Tenants for details.
What happens after creation¶
The customer is created in a Pending PoC state. The 14-day trial clock does not start until the customer's first system enrols. Once a system enrols, the customer moves to In PoC and the trial period begins. See Customer Lifecycle for details on each state.
No billing is incurred until you explicitly convert the customer to a paid subscription.
Editing a customer¶
Select a customer from your customer list in the Partner Portal and choose Edit to update their details. The following fields can be changed at any time:
- Customer Name
- Contact Name
The edit page also provides access to:
- Tenant access - grant, revoke, or invite users to manage the customer's organisation.
- Hard limits - available for paying customers only. Caps the customer's maximum enrolled systems to their licensed count. See Billing - Hard Limits.
- Convert to Paying Customer or Amend Licence Count - depending on the customer's current billing status.
Converting to paid¶
When a customer is ready to move from trial to a paid subscription, use the Convert to Paying Customer button on the customer's page in the Partner Portal. See Customer Lifecycle - What Happens During Conversion for the step-by-step process and Billing for how invoicing works after conversion.