The Customer Settings tab gives the service provider the ability to associate information with the customer account. The name, install address email address, and phone number will be displayed in the upper left-hand corner of the customer account. This information will be visible while viewing each tab. You can also use this information to locate the account when using the search bar.
Updating customer information
When the account is first activated, you are given the opportunity to provide this information. Should the information need to be updated or removed, you can do so by navigating to the Customer Settings tab of the account. After the information has been revised, click the Update button. You will receive a yellow confirmation message. Click the X in the corner of the message to dismiss it.
The Billing section provides the option to change the timezone and the billing day.
The timezone will reflect the timezone set for the ISP by default. If your customer resides in another timezone, you can update it here. Once the timezone has been updated, the times recorded on the graphs on the Overview tab of the account will reflect the new timezone set.
The billing day can be used to record the billing cycle the service provider has assigned to the subscriber. This setting has no association to other systems outside of the Minim platform. When the day is changed from 1, which is the default, to another number, such as 15, the information stored in the Insights tab will update. To learn more about the Insights tab, click here
When the customer account is initially enabled, there is an option to turn on reporting. This setting can be enabled later via the Customer Settings tab. If you do not see these options, please reach out to our Customer Success team using the chat or by sending an email to email@example.com. We'll be able to make this feature available to you.
The reports are sent to the customer, the reports are provided when a new billing cycle is started.
To preview the reports, you can click on the links. Each link will open the report in a new browser tab.
Service providers who use Sonar as their billing platform can integrate it with Minim. To learn how the integration can be configured, click here. The service provider can type in the customer's billing account ID number in the field shown below and then click on the Query Billing Service link.
Customer Speed Tier
Speed tiers can limit the total amount of download/upload speed a customer can achieve. There are many uses for speed tiers and is found most useful when an existing customer wants to upgrade their existing internet package it's as easy as changing their speed tier. To set them go to Settings, Speed Tiers
Deactivate customer account
Deactivating a customer account is as simple as going to Customer settings, then scroll to the bottom of the page and hit "deactivate" This will return all devices back into inventory. (You will not see this button if your email is associated in the Users section)