Configure the customer and companies with explicit access
Configure the customer and companies while keeping access explicit.
Task 1
Customer settings and usage quotas
Before you start
- customer.settings.read and change permission; available customer usage data.
Steps
- Inspect customer state, commercial decision and quotas before changing settings.
- Prepare name, language and time zone and read the before/after preview.
- Confirm with the current version and verify the summary; use Preferences for personal choices only.
Task 2
Companies and controlled suspension
Before you start
- Administrative permission to create/suspend companies and available plan quota; separately granted HR access.
Steps
- Search companies by name and status; reset filters without changing active context.
- Create or edit code/name and check quota before confirming.
- For suspension or reactivation review the preview and grant HR access only through explicit assignment.
What to check
You know which quotas belong to the customer and which records belong to the company.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support