Customers

This article explains how to create and manage customers in RedCarbon.

Overview

Customers represent the organizations or clients that you manage within RedCarbon. Each customer can have their own users, integrations, and cases.

The Customers page shows all configured customers with their status, labels, and license expiration. From here you can:

1. Navigate to Organization Admin in the sidebar.
2. Click on Customers.
3. Click Add customer to create a new customer.

Once created, the customer will have a TO APPROVE status. To activate the customer, send an activation request to sales@redcarbon.ai.

Remember to add the customer to a group so that users can view it. See Groups for more information on managing groups.

Managing Customers

Editing a Customer

To modify an existing customer:

1. Navigate to Organization Admin > Customers.
2. Find the customer you want to modify.
3. Click on the customer name to open the details.

From the customer details page, you can manage:

• Name and Description: Update the customer's display name and description.
• Logo: Upload or change the customer's logo.
• Integrations: Configure integrations for the customer (see Integrations for more information).
• External Integrations: Manage external integration connections.
• Agents: Configure agents associated with the customer.
• API Key: Generate or regenerate the customer's API key.
• Ignore Rules: Manage ignored cases to filter out unwanted alerts.

Setting Labels (Advanced)

Labels allow you to automatically associate customers with groups based on metadata labels, enabling dynamic group membership without manual configuration. To set labels:

1. Navigate to Organization Admin > Customers.
2. Find the customer you want to label.
3. Click set labels next to the customer.
4. Add or remove labels as needed.
5. Click Save to apply the labels.

Customer Status

Customers can have the following statuses:

Status	Description
TO APPROVE	Customer is pending approval
ACTIVE	Customer is active and operational
ARCHIVED	Customer is no more active and operational

Best Practices

• Use Descriptive Names: Name customers clearly to identify them easily.
• Set Labels: Use labels to categorize customers for easier filtering.
• Monitor License Expiration: Keep track of license expiration dates to ensure continuity of service.