Managing Customers & Users

Customers are the organisations your portal serves — each has its own users and submissions, kept separate from every other customer's.

Creating a Customer

Go to Customers → New Customer. Fill in:

• Name (required)
• Primary Contact Name
• Email
• Telephone Number
• Website URL
• Country/Region
• Billing Address
• Notes

Inviting a User

Open the customer's show page and click Invite User. Enter their email and, optionally, first and last name. They receive an invitation email with a link to set their password.

Invited users are created as External User and tied to this customer — they only ever see this customer's own data.

Viewing a Customer's Activity

The customer show page has two tabs:

• Users — everyone belonging to this customer
• Samples — every submission from this customer

Viewing Users

The Users list shows everyone in the system. Click a user to see their profile.

Invitation Status shows one of:

• Accepted on <date> — user has logged in
• Pending (sent <date>) — invitation sent, not yet accepted
• Active — account is active

Editing Users

Admins can edit only themselves — you can't modify another admin's profile or change anyone's role. To remove someone's access, delete their account.