dashboard

Customers

Customers lists everyone who has signed in to your app, with a page for each person. Open a person to see their access, what they've paid, their credits and their activity, and to give them credits or a plan by hand.

Steps

Overview

  1. Open Customers to see everyone who has signed in to your app, with their access, plan and last sign-in. Choose a column heading to sort by it.

    Open Customers to see everyone who has signed in to your app, with their access, plan and last sign-in. Choose a column heading to sort by it.
  2. Search by email to find one person.

    Search by email to find one person.

One person

  1. Open a person to see their access, what they've paid, their credits and their activity, one row each.

    Open a person to see their access, what they've paid, their credits and their activity, one row each.

Credits

  1. Open Credits to see their balance, and Grant credits to give them some by hand.

    Open Credits to see their balance, and Grant credits to give them some by hand.
  2. Choose Grant credits, enter how many and why, and set an expiry date if they shouldn't last forever.

    Choose Grant credits, enter how many and why, and set an expiry date if they shouldn't last forever.
  3. Choose Grant credits again to confirm. The new balance and the source of every credit show straight away.

    Choose Grant credits again to confirm. The new balance and the source of every credit show straight away.
  4. Grant credits is disabled until the amount is 1 to 100,000 and you've added a note.

    Grant credits is disabled until the amount is 1 to 100,000 and you've added a note.

Access

  1. Open Access, then Grant access to put them on a plan by hand, with no payment recorded.

    Open Access, then Grant access to put them on a plan by hand, with no payment recorded.

Activity

  1. Open Activity to see their sign-ins and activity, newest first.

Manage

  1. Open Manage for what you can do to their account. Anything that can't be undone asks you to confirm first.

    Open Manage for what you can do to their account. Anything that can't be undone asks you to confirm first.

How credits are granted, held and spent: Credits.

Was this page helpful?

Last updated