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In this system, as a partner, you can manage your customers via the Customers page. Click Customers in the navigation pane to go to the Customers page.
You can perform the following actions on the Customers page:
- **Onboard new customer** – To invite a new customer, click **Onboard new customer** in the upper-right corner, and then select an option below according to the account type of the customer you want to invite. The **Invite new customer** panel appears. For more information, refer to [Invite a New Customer](#missing-link).
- **Microsoft 365 global admin**
- **Microsoft 365 U.S. Government global admin**
- **Google super admin**
- **Salesforce system admin**
- **Local account**
- **Authorization link**
- **Add services** – To add online services to a customer, click the More actions () button of the customer, and select **Add services** in the drop-down list. You can also select the customer, click **Services**, and select **Add services** in the drop-down list.
The **Add services** window appears. For more information, refer to [Add Services](#missing-link). In the window, you can also click the **Edit existing services** link to go to the [Tenant-Level Subscriptions and Licensing](#missing-link) page to edit the services for the customer tenant.
- **Start services** – You can set up Microsoft 365/Google Workspace objects backup for customers who have available subscriptions for the Cloud Backup for Microsoft 365 or Cloud Backup for Google Workspace service.
To start an online service to a customer, click the More actions () button of the customer, and select **Start services** in the drop-down list. You can also select the customer, click **Services**, and select **Start services** in the drop-down list.
The **Start services** panel appears displaying the customer’s service status. For more information, refer to [Start Services](#missing-link).
> ***Note**: You cannot start services for customers who have disabled your access to their AOS tenants.
- **Edit** **services** – If you have a pooled subscription for Cloud Backup for Microsoft 365, you can select up to 20 customers with this service, click **Services**, and select **Edit services** in the drop-down list to batch edit their subscription of Cloud Backup for Microsoft 365. In the **Edit services** panel, complete the following steps:
1. Select the **Cloud Backup for Microsoft 365** card and click **Next**.
2. On the **Subscription information** page, edit the subscription information for the customers. You can refer to [Add Services](#missing-link) and [Manage Customer Subscriptions](#missing-link) sections to view how to edit the settings.
3. Click **Save**. Elements will edit subscriptions for the customers, and you will be directed to the result page that shows the progress and result of edits. Note that some edits will fail if you close this page before all of them are completed. After it is completed, you can click **Export** to export the result report for the edit.
- **Change** **management** **mode** – You can change the management mode for the customer from the **Partner management of tenant** mode to the **Customer management of tenant** mode to disable the MSP’s access to the customer’s AOS tenant and other services. To change the management mode, select a customer and click **Management** **mode**. After changing the mode, click **Save**.
> ***Note**: Once you choose the customer management mode, you cannot change to the partner management mode for the customer.
- **Hide/Show expired services** – You can hide all expired services of a customer. Then, the expired services will not be displayed in Elements as well as the AvePoint Online Services home page. You can also show the hidden services.
To hide/show expired services of a customer, click More actions () button of the customer, and select **Hide expired services**/**Show expired services** in the drop-down list. You can also select the customer, click **Services**, and select **Hide expired services**/**Show expired services** in the drop-down list.
- **View customer information** – To view detailed information about a customer, click the More actions () button in the upper-right corner, and select **View customer information** in the drop-down list.
You can also click the customer’s organization name. The customer detailed dashboard appears. For more information, refer to [View the Customer Detailed Dashboard](#missing-link).
There is also a sample customer detailed dashboard for you to view what information is included on the dashboard. You can expand the navigation pane and click **View now** to access it.
- **Edit customer information** – To edit the information of a customer, click the More actions () button of the customer, and select **Edit customer information** in the drop-down list.
You can edit the customer information, upload an image as the symbol of the customer, and change the management mode, choose whether to send billing reports, apply a job notification profile, and send service reports to the customer. Then, click **Save** to save your changes or click **Cancel** to go back to the **subscriptions** page without saving any changes.
Note the following:
- If you want to send billing reports to the customer, select the **Send billing reports to the customer** checkbox, enter email addresses in the **Email recipients** text box, and select an option from the **Billing profile** drop-down list. For more information on billing profiles, refer to [Manage Billing Profiles](#missing-link).
- If you want to apply a job notification profile to the customer, in the **Select job notification profile** drop-down list, select a job notification profile. For more information on job notification profiles, refer to [Manage Job Notification Profiles.](#missing-link)
- If you want to send service reports to the customer, select the **Send service reports to the customer** checkbox, and then enter email addresses in the **Email recipients** text box. For more information on service reports, refer to [Manage Report Templates and Generate Reports](#missing-link).
- **Generate reports** – To generate a report for the customer, click the More actions () button of the customer, and select **Generate report** in the drop-down list. In the **Generate report** window, complete the following settings, and then click **Generate report**.
1. **Template** – All report templates where no customers have been defined will be loaded. Select a report template.
2. **Who should receive this report?** – Select users who will receive this report.
> ***Note**: To send a report to a customer, make sure the setting for sending service reports is enabled for the customer, otherwise, the customer cannot receive the generated report. If you choose to send a report to a customer, after clicking **Generate report**, an email notification will be sent to the customer. The customer needs to verify the email address used to receive the generated report before they can finally view the report.
- **View reports** – To view the customer’s storage consumption report and job status report, click the More actions () button of the customer, and select **View reports** in the drop-down list.
The **View reports** panel appears. Click the **Storage consumption** or **Job status** tab to view each report.
You can export the storage consumption report by clicking **Export** at the bottom. A window appears. You can choose the report format, choose whether to include details in the report and modify the file name in this window. Then, click **Export** to export the report.
- **View support tickets** – To view the customer’s support tickets, click the More actions () button of the customer, and select **View support tickets** in the drop-down list. You can also click the link under the **support tickets** column.
- **Pin/Unpin customers** – To pin a customer to the dashboard, click the More actions () button of the customer, and select **Pin customer** in the drop-down list. The customer will be pinned and displayed in the **Pinned customers** section on the dashboard. If the customer has been pinned, you can also select **Unpin customer** in the drop-down list.
- **Disconnect** **customersfrom Elements** – To disconnect a customer from Elements, click the More actions () button of the customer, and select **Disconnect** **customerfrom Elements** in the drop-down list.
If you disconnect a customer from Elements, only the data related to this customer in the partner portal will be permanently deleted. The data in other product environments will not be deleted (for example: backup data). A pop-up window appears asking for your confirmation. Enter **Yes** in the text box and click **Delete** to confirm your operation.
- **Search for a customer** – To search for a specific customer, enter the keywords of the customer’s organization name in the search box in the upper-left corner. Then, press **Enter** on the keyboard.
- **Filter customers** – You can filter customers by **Product subscriptions**, **Status**, **Country or region**, **Tags**, **Has open support** **tickets**, and **Services**. Click **Filter** in the upper-right corner and customize the filter criteria.
Click **Filter** to apply the criteria to filter customers. All your filter criteria will be displayed at the top of the table, and you can also click the remove () button next to each filter criterion to remove it.
- **Manage columns** – Click **Manage columns** in the upper-right corner to choose the columns you want to display on the page.
- **Export reports** – Click **Reports**, and select the report you want to export: **Export customer information report** or **Export Cloud Backup for Microsoft 365 job status report**.
A panel appears. You can choose one of the following methods to export the report:
- If you want to export the report right away, click **Export now**.
- If you want to set a schedule to export the report, select **Specify a schedule**. For details about schedule settings, refer to [Configure Export Schedule](#missing-link).
- **Apply** **template** – Administrators can apply a setting template to a customer. For instructions, refer to [Apply a Template](#missing-link).
- **Access customer’s service** **environment** – To access a customer’s AvePoint Online Services environment, click the customer’s registered account ID under the **Registered account** column. You can also click the () button of the customer and select a service in the drop-down list to access the specific service environment.
> ***Note**: When you access a customer’s AvePoint Online Service environment, any other open customer environment will time out.
- **Sort** – Sort customers by the customer’s organization name by clicking the **Customer** column.
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