Customer Management

Customers are the top-level organizational unit in FleetManager. Each customer has its own machines, users, tokens, and settings.

Creating Customers

  1. Navigate to Customer Management
  2. Click Create New Customer
  3. Enter a slug (e.g., brinkhaus-gmbh) and a display name
  4. Optional: Select a parent customer for hierarchical structures

Slug Rules

  • Format: ^[a-z0-9][a-z0-9-]*$
  • Only lowercase letters, digits, hyphens
  • Must start with a letter or digit
  • Cannot be changed after creation

Customer Hierarchy

Customers can be nested arbitrarily (parent-child). A parent customer automatically sees all data from its sub-customers.

Example:

Brinkhaus GmbH (parent)
├── Berlin Office
│   ├── Server-01
│   └── Server-02
└── Munich Office
    └── Server-03

Users of the parent customer see all devices across all locations.

Editing Customers

Editable fields:

  • Display name
  • Email address
  • Phone number
  • Parent customer (move within hierarchy)

The slug is immutable.

Security Contact

In the expanded customer, enter under Security contact (CRA) who receives notices about security updates for this customer’s software and devices: a name and an email address. Admins and managers of the customer may maintain it, on their own customer as well, and so may Brinkhaus. Every change is recorded in the audit log.

Without an entry of its own, the contact of the nearest parent customer applies; the view then shows which contact is in effect and where it is set. Clearing both fields makes the customer fall back to the parent’s contact again. If no contact is set anywhere up the chain, the customer portal points this out.

Deactivating Customers

Deactivate (crossed-out person icon) shuts a customer down:

  • All ingest tokens of the customer are revoked – devices can no longer send data.
  • Signed-in users of the customer are logged out.
  • Machines, logs and users are preserved.

Deactivated customers are hidden from the customer list by default. Turn on Show inactive to display them again.

Reactivating Customers

A deactivated customer can be reactivated via Reactivate. Ingest tokens revoked during deactivation stay invalid – create new tokens for the devices.

Permanently Deleting Customers

System administrators can remove a deactivated customer completely via Delete permanently. The dialog shows in advance what will be deleted:

  • all machines and software instances including heartbeats, status, diagnostics, metrics and artifacts
  • all tokens, whitelist rules and notification settings of the customer
  • users assigned only to this customer; users belonging to other customers merely lose the assignment

To confirm, type the customer’s slug. Customers with sub-customers cannot be deleted – delete the sub-customers first. This cannot be undone.

License Keys

Each customer can have its own license key:

  1. Open the customer in management
  2. Enter the license key
  3. The key is validated against the license server

The license key determines:

  • Device limit (number of machines)
  • License tier (Free, Starter, Professional, Enterprise)
  • Validity period