Child Customers

Child Customers are sub-organizations managed by a vendor account. Each child customer is a separate YuzeData environment with its own users, data, and configurations.

Info

This feature is only available for Vendor account types. Standard customers do not have access to child customer management.

Customer List

The customer list displays all child customers under your vendor account:

Column	Description
Customer Name	The organization's display name
Database Size	Storage used by the customer
Workflow Steps	Number of workflows configured
Integrations	Number of active connector instances
Hostnames	Custom domains configured for the customer

Creating a Customer

1. Navigate to Company → Customers
2. Click Create Customer
3. Enter the customer details:
   • Customer Name: The organization's display name
   • Hostnames: Custom domains for accessing the customer's environment
4. Configure initial settings
5. Click Create

The new customer environment is provisioned and ready for configuration.

Customer Details

Click on a customer to view and manage their configuration:

Overview

View summary information including:

• Customer ID and name
• Account creation date
• Usage statistics (workflows, integrations, storage)

Contacts

Manage contact information for the customer organization:

• Primary contact details
• Technical contacts
• Billing contacts (if applicable)

Branding

Configure the customer's visual branding:

• Foreground Image: Logo for the application header
• Background Image: Login page background

Each customer can have unique branding that reflects their organization.

Hostnames

Configure custom domains for the customer:

• Add or remove hostnames
• Each hostname provides a unique access point
• DNS configuration is required for custom domains

Shared Master Data

Control which of your master data types are accessible to the child customer. When a type is shared, the child can view and reference its items but cannot modify them.

To configure shared types:

1. Navigate to Company → Customers and select the child customer
2. In the customer details, find the Allowed Parent RDI Types field
3. Search for and select the master data types you want to share (e.g., Country, Currency)
4. Save the changes

The selected types and all their items are immediately available to the child customer as read-only data.

Permissions

Modifying shared master data settings requires the Child Customers Write permission.

TIP

For more details on how shared master data works, including identifier formats and access rules, see Master Data — Shared Master Data.