Manage Customers
This guide will help you with the following:
- Upgrade the solution version for existing customers
- Gain developer access
- Revoke developer access
- Change subscription and purchase add-ons for your customers
- View the Upgrade History of your customers
- Export customer data
The Vertical Solutions platform enables you to build and publish your solution, and also aids you in retention throughout the customer lifecycle. You can systematically manage all end-user support needs. When you upgrade your solution in the future, you can ensure that all existing users are updated to the latest version. If necessary, you can also request access to the end user's account to help them make changes. You can also see the upgrade history of a customer, so you can track which versions they have installed and when they were upgraded. This information can be helpful for troubleshooting problems or planning future upgrades. Navigate to Manage Upgrades > Manage Customers from your Vertical Solutions homepage to manage your customers.
Upgrade the solution version for existing customers
Whenever a new version of the solution is published, you can upgrade the solution for all the active user accounts. To do so, follow the steps below:
- Log in to Zoho Developer Console and click Start Building in the Vertical Solutions section.
- Select your solution and click Edit.
- Navigate to Manage Upgrades > Manage Customers.
In the Manage Customer page, - When you select a customer, you can see the operations that you can perform for that selected customer. The upgrade option will be provided for all the active user accounts. The Upgrade button will be displayed as indicated in the screenshot below.
- Click the Upgrade button for the customer whose solution you want to update. On clicking the Upgrade button, a dialog box with the details of the latest changes will be displayed.
- Click Upgrade in the confirmation dialog box. The customer's current solution instance will be updated to the latest version and will be indicated in the Version column of the chosen customer.
Note
Before updating the solution for the live accounts, it would be prudent to first upgrading the version for a test account, ensure proper working of the solution and then performing the upgrade for the required accounts.
Gain Developer Access
Developer Access enables the customer to provide you with access to their solution without sharing their credentials. This is useful when you need to help them configure complex business workflows or add custom automation logic specific to their account. The developer will have full Admin privileges on the customer's account thereby having access to all the customization and data. This access will remain active until the end user explicitly revokes it.
The developer access is gained in one of the following two ways:
- The end user provides developer access by navigating to Setup > General > Company Details > Developer Access tab in their vertical solution and clicking Grant Access.
- The developer initiates a request for access. Refer steps below:
To request Developer Access:
- Log in to Zoho Developer Console and click Start Building in the Vertical Solutions section.
- Select your solution and click Edit.
- Navigate to Manage Upgrades > Manage Customers.
- Select the customer account to which you want Developer access.
- Click Request Access.
- Click Request in the confirmation message.
A request mail will be sent to the super admin of the account. When the end user clicks the Grant Access button in the request mail, they will be redirected to the Developer Access page (see screenshot below), from which they can grant developer access.
When the admin grants Developer Access by clicking Grant Access, the developer will receive a mail with the URL to access the solution. When the developer logs in to the solution, the Home tab will have the user name listed as "developer", and will appear as shown in the image below.
Any changes made by the developer will get reflected instantly in the subscriber's account. For example, a module created by the developer gets instantly added to the subscriber's account.
Note
If the developer already has access to the end user account, then the below message will be displayed if a new developer access request is made.
You cannot request developer access to an account which is inactive.
Revoke Developer Access
The end user can revoke the access any time by navigating to Setup > General > Company Details > Developer Access tab and clicking Revoke Access (see screenshot below).
After the access is revoked, an email will be sent to the concerned developers.
Change subscription and purchase add-ons for your customers
The Purchase section allows you to change the subscription for a selected customer, or purchase add-ons for them in Partner/Reseller Purchase mode.
In Partner/Reseller Purchase mode, the partner or owner of the vertical solution manages the customers' subscriptions on their behalf. The partner can change the subscription plan, increase or decrease the license count and storage, or purchase add-ons for the customer.
To manage your customer's subscription:
- Log in to Zoho Developer Console and click Start Building in the Vertical Solutions section.
- Select your solution and click Edit.
- Navigate to Manage Upgrades > Manage Customers.
- Select the customer account to which you want Developer access.
- For trial users, click on PURCHASE. For already subscribed users, click on MANAGE.
- You can purchase a subscription plan and/or add-ons from here.
View Upgrade History
The upgrade history shows the from version, to version, status, and completion time of each upgrade.
To view the upgrade history of a customer, follow these steps:
- Log in to Zoho Developer Console and click Start Building in the Vertical Solutions section.
- Select your solution and click Edit.
- Navigate to Manage Upgrades > Manage Customers.
- In the Manage Customers page, select the customer whose upgrade history you want to view.
- Click on UPGRADEHISTORY
Export Customer Data
Vertical Solutions allows you to export the customer data of your solutions in csv format from the Manage Customers page. This data can be used for analysis outside the Developer. To export the Customer data, navigate to the Customer Overview page by clicking on Manage Upgrades > Manage Customers.
You can either export all customer data or select specific customers to export. To export all customer data, simply click on the Export button. Alternatively, you can select specific customers and click on the Export button to download the specific customer data. If you want to export customers based on specific criteria, you can use the filter option. The filter allows you to select certain attributes such as transaction date, subscription plan, user type, and app version to filter the customer list.
Access your files securely from anywhere
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