Managing Customers
How customer accounts are created, suspended and restored, how plan changes work, and how to see the portal as a customer sees it.
Your customers each get their own login to your branded portal and see only their own endpoints, domains and alerts. Customer accounts are usually created automatically the first time you provision a service for them (via WHMCS or the API); you can also create them manually in the portal.
The customer list
The Customers section lists every account with its services and status, and exports to CSV for reporting. From a customer's page you can create services, change plans and manage lifecycle.
Lifecycle
| Action | Effect |
|---|---|
| Suspend | Sign-in blocked and monitoring paused; nothing is deleted. |
| Unsuspend | Restores access and resumes monitoring. |
| Terminate | Ends the customer relationship; their services stop and the account is closed. |
| Restore | Brings back a terminated customer if you need to undo. |
If you bill through WHMCS, let the module drive these transitions from your billing events (unpaid → suspend, cancelled → terminate) so billing and monitoring never disagree. See Products & Provisioning.
Plan changes
Upgrades take effect immediately. Downgrades are checked against the customer's current usage first. A customer using 8 domain slots can't drop to a 5-slot plan until they remove domains.
View as customer
Use View as customer (masquerade) on any customer to see exactly what they see, invaluable for support. Masquerade sessions are read-only for destructive actions, and every masquerade is recorded.