Managing Customer Accounts

Overview

The Accounts view gives Partner and Distributor users a consolidated list of every customer account assigned to them. From this page you can review account details, switch into a specific customer’s context to manage their data, and export the full account list to CSV for reporting purposes.

This guide covers the Accounts view located at /view_managed_customers.

Step-by-Step Guide

Step 1: Open the Accounts View

In the left-hand navigation menu, select Accounts. The page loads a table listing all customer accounts that are managed under your Partner or Distributor profile.

Each row in the table displays:

Account Name — the trading name of the customer organisation
Role — the role level assigned to the account (typically Customer)
Management Options — action controls for accessing or administering the account

Step 2: Locate a Specific Customer Account

If you manage a large number of accounts, use the search or sort controls at the top of the table to find the account you need. You can sort any column by clicking its header. Accounts are displayed alphabetically by default.

Step 3: Access a Managed Customer’s Context

To work within a specific customer’s account, locate the customer row and select “Manage” or the equivalent action link in the Management Options column. Transpeye switches your active context to that customer, loading their stores, cameras, transaction data, and configuration.

A context indicator in the top navigation bar shows which customer account you are currently viewing. Any changes you make — to stores, cameras, users, or settings — apply to that customer only.

Step 4: Review the Managed Customer Detail Page

When you access a customer’s context, the customer detail page presents a summary of the account, including:

Account name and contact details — the registered name and primary contact information for the customer
Account role — confirms the customer’s role level within the platform hierarchy
Assigned stores — a list of store locations configured under this account
Active devices — cameras and agents currently registered to the account
Subscription and licence information — the active plan and any licence limits that apply

Use this summary to verify the customer’s configuration is complete before investigating analytics or alert data on their behalf.

Step 5: Return to Your Partner Account

To return to your own Partner-level view, select your own account name in the context switcher in the top navigation bar, or navigate back to Accounts via the sidebar. This exits the customer’s context and returns you to your default Partner view.

Step 6: Export the Customer List to CSV

To download a copy of your managed customer list for external reporting or record-keeping:

Navigate to Accounts (/view_managed_customers).
Select “Export CSV” from the action controls above the table.
Your browser downloads a .csv file containing all account rows currently visible in the table, including account name, role, and any other visible columns.

The export reflects the current filter state. If you have applied a search filter, only the filtered results are included in the export.

Tips

Context switching is non-destructive. Entering a customer’s context does not alter any data. You are viewing and managing on their behalf, not changing your own account.
Bookmark customer detail pages. If you regularly manage the same set of accounts, bookmarking a customer’s context URL saves time navigating back each session.
Use CSV exports for monthly reporting. The customer list export is useful for generating a summary of all managed accounts for internal or client-facing reports.
Role column helps identify account type. If you manage a mix of distributors and end-customers, the Role column quickly differentiates them without opening each account.

Troubleshooting

A customer account is missing from my list. Contact your Transpeye administrator. Accounts only appear in your list if they have been explicitly assigned to your Partner or Distributor profile. The assignment is managed at the Superadmin level.

I made a change in a customer’s context but it appears to have affected another account. Verify which context is active using the indicator in the top navigation bar before making changes. If you were in the wrong context, contact support to review the audit trail.

The CSV export is empty or contains fewer rows than expected. Check whether a search filter is applied to the table. Clear any active filters and re-run the export to capture the full account list.

I cannot access the Accounts page. The Accounts view is available to users with the Partner (ROLE_PARTNER) or Distributor (ROLE_DISTRIBUTOR) role. If you have a Customer role, this page is not accessible. Contact your administrator to verify your assigned role.