Customers

The Customers area is where System administrators create and manage customer accounts. A customer account links an existing Organization to a Customer admin and controls whether the customer can use shared billing accounts. Customers are the organizations that apply for services and courses on the platform, so each customer must point to an organization record and have a person responsible for it.

Accessing Customers

1. Sign in with a System administrator account.
2. In the left sidebar, open the CUSTOMERS section.
3. Click Customers.

Customers list

The list shows all customer accounts, including soft-deleted ones. Deleted rows are styled differently and display a DELETED badge in the Status column.

Search

Use the Search field to find customers by organization name, organization number, or customer number. Results update automatically as you type. If nothing matches, a no results message is shown.

Table columns

Pagination shows Showing X–Y of Z results (20 customers per page by default).

Sorting

Open the column header menu (three dots) on sortable columns and choose Sort ascending or Sort descending for:

• Organization
• Status
• Allow shared billing accounts

Row actions

Open the Actions menu (⋮) on a row. The available actions depend on the customer’s state.

Download CSV

Click DOWNLOAD CSV above the table to export every customer (including soft-deleted ones) to a CSV file. The export includes organization details, customer number, customer admin name and email, billing information, and the deletion date when applicable. Column headers are exported in your current language.

Add customer

Click ADD CUSTOMER above the table to open the Add customer side panel.

Click CREATE to save. The new customer appears in the list, and the selected user becomes the Customer admin for that organization.

View customer

Open View from the Actions menu (⋮) to see the full customer account details page. The header shows the organization name with an ACTIVE or INACTIVE status chip, the region, and the address.

The page is organized into the following blocks:

• Organization details — Organization name, organization number, legal form, digital address, address, post number, region, municipality, country, phone number, website, and email.
• Customer account details — The customer number (or — when not set).
• Shared accounts — Shown only when shared billing accounts are enabled. Use MANAGE to open the shared accounts page (hidden for deleted customers).
• Customer admin details — Photo/initials, role chip, first name, last name, email, and language of the customer admin. Hidden when no customer admin is set.
• Billing information — Digital address, address, post number, municipality, phone number, email, and responsible person. When no billing information has been added, a note explains that the organization’s location information will be used for invoicing instead.

Edit customer

Open Edit from the Actions menu (⋮) on an active customer to open the Edit customer side panel. It exposes the same fields as Add customer:

• Organization
• Customer admin
• Status (Active / Inactive)
• Customer number
• Allow shared billing accounts

Click UPDATE to save changes.

Delete a customer

Start deletion from the list Actions menu → Delete (for an active customer) or Permanently delete (for an already soft-deleted row).

Soft delete (active customer)

1. Read the warning: “The customer account <organization name> will be marked as deleted and will be unreachable.” This operation cannot be undone.
2. Type DELETE in the confirmation field (exact text, case-sensitive).
3. Click DELETE.

The customer remains in the list with a DELETED badge. It can be viewed but not edited until it is recovered.

Permanent delete (soft-deleted customer)

For a row that is already soft-deleted, Permanently delete removes the customer record from the database permanently. You still must type DELETE to confirm.

Recover a customer

For a soft-deleted customer, open Actions → Recover.

1. Read the message. The dialog asks you to confirm that you want to recover the customer account <organization name>.
2. Select a Customer admin from the dropdown (only users with the Guest role who are not already a customer admin are listed).
3. Click RECOVER.

The customer becomes active again in the list with the selected customer admin.

Manage shared billing accounts

When a customer has Allow shared billing accounts enabled, the Manage shared accounts action (and the MANAGE button on the view page) opens the shared customer accounts page. There you can see which customer accounts are shared with this customer, add another customer as a shared account, or remove an existing one. The customer admin of an affected account is notified when a shared account is added or removed.

How customers relate to organizations

A customer account always builds on an existing organization. Create the Organization first, then create the Customer here to link it to a customer admin. Soft-deleting an organization also soft-deletes its linked customer account.

Related documentation

• Organizations — master organization records that customers are built on
• Users — user accounts that can become a Customer admin