Manage customers and users

Customers is the one list of Ciloo's customer accounts. Offers are linked to these accounts, and finance uses the same list. Everyone can look customers up. Only admins can change the list.

Your role is shown in the menu under your initial at the top right: Admin or User.

What everyone can do

Find a customer

1. Open Customers in the left menu.
2. Type in Search customers, or filter the Account type column (Active, Demo / Test, Churned).
3. The list shows each customer's account type, CSM owner, and pricing: Agreed price list if they have their own prices, otherwise Retail.

See a customer's details

Click View (users) or Open (admins) on a customer to see:

• Company: name, country, account type, store URL.
• Contacts: the main contact and the invoice contact.
• Finance information: Ciloo contracting entity, CSM owner, sign date, first billing date, billing frequency, invoice currency, and pricing.

If you are a user, the fields are read-only and marked Read-only. Ask an admin when something needs to change.

Use a customer in an offer

When you create an offer from your curated list or with Create manually, choose Existing customer and pick them. The offer currency then defaults to the customer's invoice currency, and their agreed prices apply if they have them.

What only admins can do

To practise, use a customer with the account type Demo / Test, never a real one.

Add a customer

1. On Customers, click New customer.
2. Fill in the name (required, and it must be unique) and anything else you know: country, account type, store URL, contacts and finance information.
3. Click Create customer.

Edit a customer

Open the customer, change the fields, and click Save changes. The button is only active once you have changed something. To give a customer a CSM owner who is not in the list yet, use Add new owner at the bottom of the CSM owner list.

Agreed price lists are not edited here. They are managed outside the portal.

Remove a customer

When a customer leaves, set Account type to Churned. Their history stays.

Use Delete only for a duplicate or a customer added by mistake. Deleting is permanent. The Delete button is locked when the customer has offers or its own price list.

Manage users and roles

Users (admins only) lists everyone who has signed in to the portal, their organisation, role and last sign-in.

• A person appears here the first time they sign in with their ciloo.com Google account. There is nothing to invite. They must sign in once before you can change their role.
• Change someone's role between User and Admin in the Role column.
• Admins can edit customers and manage roles. Users can do everything else.
• The last admin cannot be made a user, so there is always at least one admin.
• You cannot remove a user in the portal. Access ends when their ciloo.com Google account is closed.