The Customers section is your portfolio: the list of agencies (tenants) you manage as a partner. The header shows how many customers you have (“N customers in your portfolio”). While you don’t have any yet, you’ll see the empty state with the button to sign up your first one.
The Customers sectionThe Customers section is your portfolio: the list of agencies (tenants) you manage as a partner.
Procedure: sign up a new customerRequirements: Owner or Member role (signing up tenants isn't restricted to a single role).
Seats: your plan's customer limitThe number of customers you can sign up is limited by your seat quota — the seat depends on the partner plan you have contracted (Manual 39, Billing), it isn't unlimited by default
Procedure: entering a customer's panel (impersonation)For every customer in the table, once you have any signed up, its row offers an "Enter" button that takes you into that tenant's Platform, exactly as its own administrator sees it
Custom plans: bespoke agreements with a customerBesides your seat quota with the Platform (Manual 39) you have your own catalog of plans to resell to your customers, in Plans — how to create, version and archive it is explained
Manual charging: recording a customer's paymentIf one of your customers has charging configured as manual — the typical case is your own External billing mode (Manual 39, section 3): you charge outside the platform, by bank tra