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How can I add customers?

Keiko Iwashina September 16, 2024

 

Even though my account has “Administrator” permissions for the project,
I am unable to add customers to the organizations within the project.

The details of the situation are as follows
・On the “Organizations” page, the “Add Customer” button is not displayed.
・On the “Customers” page, the “Add Customer” button is displayed, and although it is possible to enter an email address, select an organization, and click “OK”, the settings are not reflected.

How can I add customers?tempsnip.png

1 answer

0 votes
Nikola Perisic
Community Champion
September 16, 2024

Welcome @Keiko Iwashina 

Does the user have the Customer license when you go to User management and click on the user?

Keiko Iwashina September 16, 2024

Thank you so much for your response.

Is “User management” the same as “user” under “Project Settings”?

If it is, I cannot click on the username on this page to display the details.tempsnip2.png

Nikola Perisic
Community Champion
September 17, 2024

Ah, no. It's different. You would need to be the organisation admin to be able to access the User management part. If you do not have access to this part, you should ask your org admin to check the license for your user.

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Keiko Iwashina September 18, 2024

I see, thank you.
As you say, I am the administrator of the project, but I do not have the authority of an organizational administrator.
Without this authority, I cannot add organizations or customers, can I?

Nikola Perisic
Community Champion
September 18, 2024

Organization admins have the ability to see which licenses do the users have within the organization. The customer license is something that needs to be checked.

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