Customer portal

​

Introduction

Customer portal lets your customer manage their licenses, for example, de-activating old machines, as well as purchase new licenses (if enabled). You can choose which features you need and enable only those that you need.

​

Getting started

To provide a customer access to the customer portal, you can either send them a generic link that automatically creates a customer object or you create the customer object manually and send them a personal link.

• Provide a generic sign up link (automatic) - anyone who has access to the link will be able to sign up for an account to access the customer dashboard. You can find this link here. We recommend this option if you want to have an automated way for your prospects to sign up for the customer portal.
• Register customers yourself (manual) - if want to control who can sign up for the customer portal, you can create the customers yourself. When you create a new customer on the customer page, please select enable customer association. This will generate a sign up link similar to the one below, which you can send to a specific customer.
  https://app.cryptolens.io/Portal/@cryptolens.io/Associate?id=123&auth=activationcode
  

​

Employee Access With Operator Accounts and SSO

Operators can also accept the personal customer association links described above. For software licensed internally, an employee can first sign up as a company operator, then open the customer association link while signed in with that account. They can view the licenses assigned to the customer records they are associated with without any additional operator permissions. If multiple employees should access the same customer’s licenses, enable Allow Multiple User Association on that customer record. Share each association link only with employees who should have access to that customer’s licenses. When reusing an existing operator account with JIT or SCIM user provisioning, associate it with the company first. Do this before the employee’s first SSO sign-in in JIT mode, or before the directory first provisions them in SCIM mode. SCIM users must also be provisioned and active to sign in. See Company SSO and SCIM for the complete workflow.

​

Terms of use (optional)

If you want customers to accept your terms of use, you can do so by adding a new data object (user level) on this page with the name cryptolens_customtosurl and StringValue set to the url of your terms of use.

​

Accessing the licenses (for clients/end users)

There are several ways your clients can access the licenses in the customer portal inside your application. This can be handy, especially if they have many licenses.

1. Using a master license / customer secret.
2. Authenticating using username and password.

​

Payment integration

If you would like to use built in support for Stripe in the customer portal, please review this guide.