Customers

Manage end-user accounts for your published apps and portals.

What Are Customers?

Customers are the end users who interact with your published apps and portals. They can:

• Access your portals
• Trigger automations
• View their own data
• Manage their account

Customer Management

View All Customers

1. Go to Distribute → Customers
2. See a list of all registered customers
3. Use search and filters to find specific users

Customer List Columns

Adding Customers

Manual Creation

1. Click + New Customer
2. Enter customer details:
   • Name
   • Email
   • (Optional) Phone
3. Choose whether to send invite email
4. Click Create

Self-Registration

Allow customers to sign up themselves:

1. Go to Settings → Customer Registration
2. Enable Self-Registration
3. Configure:
   • Require email verification
   • Default permissions
   • Welcome automation

Bulk Import

Import multiple customers at once:

1. Click Import

2. Upload CSV file with columns:

   name,email,phone,company
   John Doe,john@example.com,+1234567890,Acme Inc
   Jane Smith,jane@example.com,,Example Corp

3. Map columns to fields
4. Click Import

Customer Details

Profile Information

View and edit customer data:

Activity History

See what the customer has done:

• Portal visits
• Form submissions
• Automation runs
• Login history

Data & Records

View records associated with this customer:

Customer: john@example.com
├── Orders (15)
├── Support Tickets (3)
└── Form Submissions (8)

Customer Authentication

Authentication Methods

Password Policies

Configure password requirements:

• Minimum length
• Require uppercase/lowercase
• Require numbers
• Require special characters
• Password expiration

Two-Factor Authentication

Enable 2FA for added security:

1. Go to Settings → Security
2. Enable Customer 2FA
3. Choose methods:
   • SMS code
   • Authenticator app
   • Email code

Customer Permissions

Access Levels

Custom Roles

Create custom permission sets:

1. Go to Settings → Customer Roles
2. Click + New Role
3. Define permissions:
   • Which portals can access
   • Which data can view
   • Which actions can perform

Customer Segments

Group customers for targeted features:

Create a Segment

1. Go to Distribute → Customers, then the Segments tab
2. Click + New Segment

3. Define criteria:

   Segment: High Value
   Rules:
     - Total orders > $1000
     - Last active < 30 days

Use Segments

• Filter customers in the list
• Target specific portals
• Trigger automations for segments

Customer Communication

Send Notifications

1. Select customers
2. Click Send Email
3. Choose template or write custom
4. Send immediately or schedule

Automated Messages

Trigger communications from automations:

Trigger: Customer sign-up
Actions:
  1. Send welcome email
  2. Add to onboarding sequence
  3. Notify sales team

Customer Data

Custom Fields

Add fields specific to your business:

1. Go to Settings → Customer Fields
2. Click + Add Field
3. Configure:
   • Name: subscription_tier
   • Type: Select (Free, Pro, Enterprise)
   • Required: No

Data Export

Export customer data:

1. Select customers (or all)
2. Click Export
3. Choose format (CSV, JSON)
4. Download file

Data Deletion

Handle deletion requests (GDPR/privacy):

1. Open customer profile
2. Click Delete Customer
3. Choose:
   • Delete account only
   • Delete account + all data
4. Confirm action

Best Practices

Related Guides

• Portal → — Create customer-facing interfaces
• Apps → — Distribute to customers
• Settings → — Configure access