> For the complete documentation index, see [llms.txt](https://docs.rtkdata.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rtkdata.com/reseller-hub/customers.md). # Managing Customers in the Reseller Hub Create, edit, archive and delete customer records in the RTKdata Reseller Hub, see each customer's licenses, trials, usage and invoice lines, and export the list as CSV. A customer record is the container everything else hangs off. Licenses, trials, billed charges and usage all belong to a customer, and a license is permanently bound to the customer it was provisioned for. ![The customer list](https://3957820804-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJflLSSoC9TU9MkwT5lbC%2Fuploads%2Fgit-blob-e9399de61ba916ea3c50ad5b02a5636cd743a8ff%2Freseller-hub-customers.png?alt=media) *** ## Creating a customer Use **Add Customer** on the Customers page, or the same action from the dashboard. ![The Add Customer dialog](https://3957820804-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJflLSSoC9TU9MkwT5lbC%2Fuploads%2Fgit-blob-ce4f2583356dac1acb7af2e1808d88123ab07d03%2Freseller-hub-add-customer.png?alt=media) | Field | Required | Notes | | -------------------- | -------- | -------------------------------------------------------------------------------------- | | **Name** | Yes | The company or person you are selling to | | **Email (optional)** | No | Needed to send credentials or a login link. Must be unique among your active customers | | **Reference** | No | Your own customer number, so the portal lines up with your ERP or CRM | Confirm with **Create customer**. Licenses are not created here: you add them afterwards from the customer's own detail page, or with **Add License** on the Licenses page or the dashboard, where you can also create the customer inline. > **About the email field:** without an email address you cannot send this customer their credentials or a portal login link. You can still open every license and read or copy the connection details yourself, then pass them on however you like. Customers without an email show **No email** in the **Login** column. *** ## The customer list Four tiles sit at the top: **Customers**, **Active Licenses**, **Active Trials** and **Billing Issues**. Below them, the list is sortable and searchable by name, email or reference, with **Billing** and **Login** filters. | Column | What it shows | | ---------------- | -------------------------------------------------------------------------------------------------------------------- | | **Name** | Opens the customer detail page | | **Reference** | Your own reference number, if you set one | | **Email** | Where credentials and login links go | | **Licenses** | How many licenses this customer has | | **Active** | How many of them are active paid licenses | | **Billing** | **OK**, or the number of issues. An issue is a suspended or expired license | | **Status** | **Archived** for archived customers, empty otherwise | | **Login** | **No email**, **Not invited**, **Invited** or **Active**, depending on whether a portal login link was sent and used | | **Next Renewal** | The next renewal date across the customer's active licenses | The row actions offer **Start trial**, **Add license**, **Send login link** and **Archive**. Tick several rows to send login links to all of them at once. Expanding a row with the arrow shows the customer's **Licenses**, **Trials & Demo** and **Invoices** without leaving the list. **Active** and **Archived** switch between current and archived customers. **Export CSV** downloads every customer, regardless of the current filter. *** ## The customer detail page ![A customer detail page](https://3957820804-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJflLSSoC9TU9MkwT5lbC%2Fuploads%2Fgit-blob-8d420b12eab8705b6becdd72622c27cb8aee528c%2Freseller-hub-customer-detail.png?alt=media) Everything about one customer in one place: * **Customer Information** - name, reference, email, creation date, licenses, billing state, status, next renewal, and whether they have portal access (**Login**) * **Usage** - **Connected now**, **Last seen**, **Auth failures (30d)** and **GGA received (30d)** across the customer's licenses * **Invoices** and **Trials** counters, each drilling through to the detail * **Licenses** table - every license for this customer, with actions such as **Renew**, **Upgrade**, **Send Creds** and **Suspend** directly on the row * **Trials** table - running and past trials, with **Convert** and **Extension Request** * **Invoices** table - every billed charge for this customer's licenses ### Actions in the header | Action | What it does | | ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Edit** | Change name, email or reference | | **Archive** | Take the customer out of the active list without deleting history. Only possible once none of their licenses is active. An archived customer gets no new licenses, and **Unarchive** brings them back | | **Delete** | Remove the customer record for good. Only possible for an archived customer with no licenses at all | | **Start trial** | Begin a free trial of 7, 14 or 30 days, see [Trials](/reseller-hub/licenses.md#trials) | | **Add license** | Provision a paid license, see [Licenses & Provisioning](/reseller-hub/licenses.md) | | **Send login link** | Email this customer a magic link to their own [portal view](/reseller-hub/customer-portal.md) | After a login link is sent, the button waits a few minutes before it can send again. *** ## Usage signals worth watching Two fields on the customer record explain most support calls before they happen: * **Auth failures (30d)** - a rising count usually means the credentials were mistyped or the wrong ones were entered in the device. See [Common Connection Issues](/support/common-connection-issues.md). * **GGA received (30d)** - how many of the customer's licenses sent their position. If one did not, the caster cannot pick a correction stream for it. See [NTRIP & GGA Essentials](/integration-hub/ntrip-clients-and-field-software/ntrip-and-gga-essentials.md). *** ## Data privacy Your customer records stay inside your account. RTKdata accesses them only to operate and support your account, never outside that context, and no other reseller can see them. *** ## Next * [Licenses & Provisioning](/reseller-hub/licenses.md) * [Customer Portal](/reseller-hub/customer-portal.md) * [Troubleshooting](/reseller-hub/troubleshooting.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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