Managing the customer table

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

In Wialon Platform Studio, the created customers are displayed on the Customers page. Two views are available, and you can switch between them using the buttons and .

On the Customers page, you can also create a demo customer to show Wialon Platform FleetSpace to your clients. See Creating a demo customer.

Section view shows each customer as a separate section with the following information:

• creation date

• number of devices assigned to this customer

• customer lifetime form creation

• assigned billing plan

• setup progress

  

In each section, you can use the icon to log in to Wialon Platform FleetSpace as this customer, and the icon to update or delete the customer.

Table view shows all customers in an adjustable table. You can sort the table contents, adjust the column width, hide, and reorder the columns. Your settings are saved automatically and remain in place after you switch pages or log in again.

The customer table contains the following columns:

• Name: The customer name.
• Created: The date when the customer was created.
• Devices: The number of devices created for the customer.
• Lifetime: The time passed since the customer was created.
• Billing plan: The billing plan assigned to the customer.
• Wialon Driver: The Wialon Driver app assigned to the customer. If no branded app is assigned, the default app is shown.
• Wialon Platform: The FleetSpace site assigned to the customer. If no white-labeled site is assigned, the default site is shown.

The same app assignments are shown in the Sites and apps section on the General tab of the customer.

You can also search for customers, customer templates and users by name using the quick search.

You can sort the customers by name, creation date, number of devices, lifetime, and billing plan. To do so, click on the necessary column header. For a descending sorting order, click on the header again.

To adjust the column width, hover over the column header, click on its border, then drag and drop it as needed.

To hide the columns you don’t need, click the icon , and cancel the column selection. To show the column again, select it in the same menu.

To restore the table settings to default, click Reset.

To change the order of the table columns:

1. Click the icon .
2. Click the icon opposite the name of the column you want to move.
3. Drag and drop the column in the necessary order.

To restore the table settings to default, click Reset.