Customers

A customer refers to an organization or company for which you produce products. Every project in Upchain must be assigned to a customer, as this helps in grouping together projects that are relevant to specific customers, aiding in better organization, reporting, and communication. By default, upon the creation of your tenant, a customer whose name matches the name of the tenant is created. Unless additional customers are created, all projects will be assigned to this default customer.

Create a new customer

1. Navigate to Administration > Customers > Customers.
2. Click Create customer.
3. In the Name field, type in the name of the customer.
4. (Optional) Type in description of the customer in the Description field.
5. Click Create.

The customer is created and its status is automatically set to Active. You and your team may now create projects associated with this customer.

Deactivate a customer

When you deactivate a customer, you can no longer associate any projects with that customer. However, any projects currently associated with the customer retain the association so that an accurate history of the project is retained.

To deactivate a customer:

1. Click on the customer in the Active table.
2. Click Edit.
3. Select Inactive from the Status drop-down.
4. Click Save.

The customer is now inactive and its status is set to Inactive.