3. Managing Customers

All customers can be displayed by selecting Billing in the menu panel.

_images/customer_list.png

Fig. 3.1 Page Customers

For all customers the following information is displayed:

Company Name

Name of the customer’s company and e-mail address of the company’s contact person.

Service Mode

Service mode that is used by the customer: managed-service or self-service.

  • Managed-service customers are not able to manage the subscription on their own, i.e., change the IP address count and distribution. This setting has to be done by the vMSP.

  • Self-service customers are able to manage the subscription on their own (see Chapter 3.5).

Status

Status of the customer (active or inactive).

  • active The customer has an active subscription.

  • inactive The customer has no active subscription (see Chapter 3.2.2).

  • mail The customer has been created but did not register yet.

  • key The customer account is locked. The customer is not able to log in (see Chapter 3.2.1).

IP’s Internal

Number of internal IP addresses that can be scanned with the customer’s current subscription.

IP’s External

Number of external IP addresses that can be scanned with the customer’s current subscription.

Payment Method

Used payment method (see Chapter 3.6).

Average IP Price

Average price the customer pays per IP address.

For all customers the following actions are available when clicking three_dots:

  • convert Convert a self-service customer to a managed-service customer (only available for self-service customers, see Chapter 3.2.3).

  • ip_count Change the IP address count and distribution of the customer (see Chapter 3.2.4).

  • mail Resend invite e-mail to a new customer (only available for customers who have been created but did not register yet).

  • file Display detailed information about the customer. In the overlay, all subscriptions of the customer are displayed and there are options to activate/deactivat the customer account (see Chapter 3.2.1) or to cancel the subscription (see Chapter 3.2.2).

  • key Add a project key (only available for managed-service customers, see Chapter 3.2.5).

  • customer_data Edit the address data of the customer (only available for managed-service customers, see Chapter 3.2.6).

3.1. Creating a Customer

New customers can be created as follows:

  1. Select Billing in the menu panel.

  2. Click + New Customer.

  3. Enter the contact data of the customer’s company in the respective input boxes.

  4. Enter the name and the e-mail address of the customer’s contact person in the respective input boxes.

    Note

    The e-mail address of the contact person is also the user name that the customer uses to log in.

  5. Click Create.

    → An invite e-mail is sent to the new customer.

    The new customer is displayed in the table on the page Customers with the status mail.

    If the customer accepts the invite, they can register by defining a new password and log in using the e-mail address defined in step 4 and the newly created password.

Tip

If a customer does not receive the invite e-mail, the e-mail can be resend by clicking mail in the column Actions.

3.2. Editing a Customer

3.2.1. Locking a Customer Account

If a customer account is locked, the customer is no longer able to log in but the subscription will not be canceled.

A customer account can be locked as follows:

  1. Select Billing in the menu panel.

  2. In the row of the customer click three_dots and select file.

  3. Activate the checkbox Account locked (see Fig. 3.2).

    _images/customer_detail.png

    Fig. 3.2 Editing a customer

  4. Click Save.

    → In the row of the customer, key is displayed in the column Status.

3.2.2. Canceling an Active Customer Subscription

An active subscription can be canceled as follows:

  1. Select Billing in the menu panel.

  2. In the row of the customer click three_dots and select file.

  3. Click Cancel Active Subscription (see Fig. 3.2).

    → In the row of the customer, inactive is displayed in the column Status.

3.2.3. Converting a Self-Service Customer into a Managed-Service Customer

A self-service customer can be converted into a managed-service customer as follows:

  1. Select Billing in the menu panel.

  2. In the row of the customer click three_dots and select convert.

    Note

    This change cannot be undone. Managed-service customers cannot be converted into self-service customers.

  3. Click Confirm.

    → The customer is converted into a managed-service customer.

3.2.4. Changing the IP Address Count and Distribution of a Customer

The IP address count and distribution of a customer can be changed as follows:

  1. Select Billing in the menu panel.

  2. In the row of the customer click three_dots and select ip_count.

  3. Enter the desired total number of IP addresses (sum of external and internal) in the input box Total IP’s (see Fig. 3.3).

    _images/change_ip_count.png

    Fig. 3.3 Changing the IP address count and distribution

  4. Move the slider to distribute the total number between internal and external IP addresses as desired.

    or

  1. Enter the desired number of internal/external IP addresses in the respective input boxes.

  2. If the number of IP addresses is increased and the change should be applied immediately, activate the checkbox Perform action instantly.

    Note

    A change to a less extensive subscription is only possible at the end of the current booking month.

    Upgrading to a more extensive subscription is possible immediately.

  3. Click Save.

3.2.5. Adding a Project Key

A project key for a managed-service customer can be added as follows:

  1. Select Billing in the menu panel.

  2. In the row of the customer click three_dots and select key.

  3. Enter the key in the input box and click Next.

    → An overview with the number of IP addresses, the runtime and the purchase price is displayed.

  4. Enter the selling price in the input box and click Next.

  5. Move the slider to distribute the total number of IP addresses between internal and external IP addresses as desired and click Next (see Fig. 3.4).

    or

  1. Enter the desired number of internal/external IP addresses in the respective input boxes and click Next (see Fig. 3.4).

    _images/project_key.png

    Fig. 3.4 Adding a project key

    → The summary is displayed.

  2. If the number of IP addresses is increased and the change should be applied immediately, activate the checkbox Perform action instantly.

    Note

    A change to a less extensive subscription is only possible at the end of the current booking month.

    Upgrading to a more extensive subscription is possible immediately.

  3. Click Finish.

    → In the row of the customer, key Project Key is displayed in the column Payment Method.

3.2.6. Editing the Address Information of a Managed-Service Customer

The address information of a managed-service customer can be edited as follows:

  1. Select Billing in the menu panel.

  2. In the row of the customer click three_dots and select customer_data.

  3. In the section Company Address enter the data in the according input boxes.

  4. In the section Value Added Tax Identification (VAT-ID) enter the VAT number in the according input box.

    Note

    If the country of the primary address is not Germany, a VAT-ID is required.

  5. If a different billing address should be used, activate the checkbox Use a different billing address and enter the data in the according input boxes.

  6. Click Save.

3.3. Filtering Customers

  1. Select Billing in the menu panel.

  2. Click Add Filter +.

  3. Select the desired billing method, service mode, and/or status (see Fig. 3.5).

  4. Click Apply.

_images/filter_customers.png

Fig. 3.5 Filtering the customers

3.4. Exporting Customers

By clicking download a JSON file of all displayed customers can be downloaded. The customers contained in the file can be chosen by filtering the customers (see Chapter 3.3).

3.5. Configuring the Self Service

The service mode “Self Service” allows customers to change their subscription (number and distribution of IP addresses) on their own.

The self service can be activated, deactivated and adjusted.

3.5.1. Activating or Deactivating Self Service

The service mode “Self Service” can be activated/deactivated as follows:

  1. Select Self-Service (category Billing) in the menu panel.

  2. Activate/deactivate the checkbox Enable users to register themselves..

  3. Click Save.

3.5.2. Configuring the Article Name and Number

The article name and number displayed to customers for their subscription can be changed as follows:

  1. Select Self-Service (category Billing) in the menu panel.

  2. Enter the article name and number in the respective input boxes in the section IP-Ranges.

  3. Click Save.

3.5.3. Changing the Sales Prices

Select Self-Service (category Billing) in the menu panel. The sales prices for all IP address ranges are displayed in the table.

Note

The price of the desired total number of IP addresses is always composed of the prices for the respective IP address ranges that are necessary to obtain the total IP address number.

Example – Price for 300 IP addresses:

50 x sales price of IP address range 1 – 50 + 200 x sales price for IP address range 51 – 250 + 50 x sales price for IP address range 251 – 300

These sales prices can be adjusted individually for each IP address range as follows:

  1. Select Self-Service (category Billing) in the menu panel.

  2. In the row of the desired IP address range click edit.

  3. Enter the sales price in the input box.

  4. Click Save.

    → The new sales price is displayed in the table.

3.6. Configuring the Payment Methods

All existing payment methods can be displayed by selecting Payment Methods (category Billing) in the menu panel (see Fig. 3.6).

_images/paymentmethods.png

Fig. 3.6 Page Payment Methods

For all payment methods the following information is displayed:

Billing Type

Description of the payment method.

Status

Status of the payment method (active or inactive).

For all payment methods the following action is available:

  • edit Edit the payment method.

3.6.1. Activating or Deactivating a Payment Method

A payment method can be activated/deactivated as follows:

  1. Select Payment Methods (category Billing) in the menu panel.

  2. In the row of the desired payment method click edit.

  3. Activate/deactivate the checkbox is Active.

3.6.2. Configuring Payment by Credit Card

Credit card payment is handled via Stripe.

  1. Set up the credit card payment using the following descriptions: https://stripe.com/docs

  2. Select Payment Methods (category Billing) in the menu panel.

  3. In the row of credit card payment click edit.

  4. Enter the secret (private) API key in the input box ApiKey.

  5. Enter the publishable (public) API key in the input box Public Access Key.

  6. Click Save.