Manage your Customers
A detailed guide to the "Your Customers" section, explaining how to track your customer organizations, filter the list, and access the demo experience.
Managing Your Customer Base
The "Your Customers" section of your admin panel is where you can track and manage the organizations that have subscribed to your platform. It provides a high-level overview of your customer list and gives you access to a demo environment for testing.
Accessing the Your Customers Section
To find this page, click on the "Your Customers" item in the main left-hand navigation menu.
Demo Customer Experience
At the top of the page, you'll find the "Demo Customer Experience" block.
- Purpose: This section provides a way for you to test and showcase your platform from a standardized demo user's perspective.
- Organization Name & URL: It displays the name (e.g., "Workspace") and the URL for this specific demo environment (e.g.,
https://demo-yourai.hyperfy.ai).
- "Open Demo" Button: Click this button to launch the demo version of your platform, allowing you to experience it as a new user would.
Your Customers List
The main part of this page is the "Your Customers" list, which will populate as users subscribe to your platform.
- Filtering: You can search for specific customers using the "Filter by name" field and filter by their subscription status using the "All Statuses" dropdown menu.
- Customer Table: The list is organized into several columns:
- Name: The name of the customer's organization.
- URL: The unique URL for that customer's instance of your platform.
- Seats: The number of user seats the organization has purchased.
- Status: The current subscription status (e.g., Active, Trialing, Canceled).
- Created At: The date the customer signed up.
This section gives you a clear overview of your active customer base. The next step is to understand the legal terms associated with your platform.