Creating customers

Who can do it: Service provider
Where: Wialon Platform Studio

A customer is the primary entity you create for your clients, allowing them to access Wialon Platform FleetSpace. All the devices, users, apps, and other items you configure are managed under the customer account.

To start, go to the Customers page and click New customer or Add first customer if you haven’t created any customers yet.

You create a customer in a wizard with the following steps: General, Plan, Method, Review, and Done. On each step you can return to the previous one, and you can move forward only after you fill in the required information.

Specify the basic details of the account:

• Customer name: A unique name for the customer. This is a mandatory field. You can edit the name later.
• Locale: The language, region, and date and time format used in the account.
• Timezone: The time zone of the customer.
• Contact email: The email address of the customer.

You can change the locale and the time zone later on the Settings tab of the customer. See Setting the time zone.

Click Next.

The plan defines the price for each device or tag and determines which modules are available to the customer. Each plan card shows the price and the data and video storage periods.

Click Select on the required plan.

You can’t change the plan after the customer is created. To move a customer to a different plan, create a new customer account. For the description of the available plans, see Assigning billing plans to customers.

The Method step is required only for the Fleet digitalization plan. If you select the Indoor asset tracking plan, the Method step is skipped because such customers can be created only from scratch.

Select how to set up the account: create from scratch, copy from another customer or use a custom or system template.

If you already have a customer account with a suitable configuration, you can reuse it for a new account without creating a customer template first.

1. On the Method step, select Copy existing customer.

   

2. Click Show configurations to see the list of configuration areas and the entities in them. All the areas are selected by default. Clear the checkboxes of the areas you don’t need. At least one area must stay selected.

Copying is a one-time action. Later changes in the source account aren’t synchronized with the new customer. If you plan to reuse the same configuration regularly, create a template from an existing customer instead.

3. Click Next and check the summary on the Review step.

The new account is created with the copied configuration. You can adjust everything after creation.

A customer template allows you to quickly set up a new customer account with a predefined configuration.

On the Method step, find the Use a template section and select the required template:

• Custom: The templates you created. See Customer templates.
• System: The templates provided by Wialon Platfrom.

Click Show configurations to see the list of configuration areas and the entities in them. All the areas are selected by default. Clear the checkboxes of the areas you don’t need. At least one area must stay selected.

Click Next and check the summary on the Review step.

Check the summary of the account to be created: the customer name, the creation method, the locale, the time zone, and the list of entities that are created together with the account.

To correct anything, click or select the required step at the top of the wizard.

Click Create customer.

The customer is created and appears on the Customers page. From this step, you can open the account and connect the first device to it.

After creating the account, you can configure its modules and settings, add devices, and set other entities by selecting the customer from the list. The General tab of the customer shows the profile with the key account information, the setup guide, and quick actions. See Managing the customer profile. To delete the customer, click the icon in its row.

To allow customers to log in to Wialon Platform FleetSpace on their own, you must create a customer user.

A demo customer is a ready-made customer account that you can use to show Wialon Platform FleetSpace to your clients without setting up a real account. It is created on the Fleet digitalization plan and contains 3 sample devices with sample data: geofences, automations, and other entities, depending on the features enabled in your account.

To create a demo customer, go to the Customers page and click Create demo customer. If you haven’t created any customers yet, the button is available on the empty page next to Add first customer.

The demo customer is created under the name Demo company and shown at the top of the list. The sample data isn’t added immediately: it may take a few minutes to appear in the account.

The Create demo customer button is shown only if you don’t have a demo customer yet. After you create one, the button is hidden. If you delete the demo customer, the button becomes available again.

You can work with a demo customer in the same way as with a regular one: you can open its profile, log in to FleetSpace on its behalf, and delete it when you don’t need it anymore. See Managing the customer profile.

The devices of a demo customer receive sample messages directly, without a channel. Because of this, the Data tab of such a device doesn’t ask you to set up a channel, and the Raw view is always empty. See Viewing device data.