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What this page is for

The Users page is where you manage the customers of your White Label (the people who buy subscriptions and use your branded app). From here you can:
  • Create new customer accounts
  • Search and review customers in your workspace
  • Update basic customer details (like name and company)
  • Review customer information such as subscriptions, minutes, and attribution (inside the user details panel)
  • Open the customer’s app directly using the green icon on the far right of the row (the last icon)
To open this page, click here: Open Users

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How the Users list works

At the top of the page, you’ll see:
  • A search bar to quickly find a customer (commonly by name or email)
  • A Create User button to add a new customer
Each row in the table represents a customer and typically shows:
  • Customer identity (name/email)
  • Status (for example, Active)
  • A join date (Joined At in the UI)
  • Several action icons on the right side of the row (including the green icon at the end)

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Create a customer account

When you click Create User, a modal opens to create a new customer. What you’ll fill in (based on the UI):
  • Email (required)
  • Password (required — the modal indicates a minimum length)
  • Full Name (optional)
  • Company (optional)
Realistic example:
  • Email → sara@northwindclinic.com
  • Password → a secure password you share with the customer through a safe channel
  • Full Name → Sara Ruiz
  • Company → Northwind Clinic
Tip: If you manage many accounts, keeping Full Name and Company filled in makes search and support much easier.

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Edit basic customer details

From a user row, you can open an edit modal to update basic fields like:
  • Full Name
  • Company
This is useful when:
  • A customer signed up with an incomplete name
  • You want the company name to match your internal naming (for example, “Northwind Clinic (Madrid)”)

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Open the customer app with the green icon

The last icon on the right side of each row is a green icon. This is the fast way to open the customer’s platform directly. Use it when you need to:
  • Confirm exactly what the customer is seeing
  • Check whether a feature is available based on their subscription
  • Help the customer find a page without guessing
Support example:
  1. The customer says: “I can’t find my subscriptions.”
  2. You locate them in Users.
  3. You click the green icon to open their app and guide them with certainty.
Important: What you see after opening the customer app depends on that customer’s current status and subscription.

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What you can review inside a customer profile

When you open the customer details panel, the UI shows tabs such as:
  • Info (last login details and account security options)
  • Subscriptions (minutes, active subscriptions, and billing actions if available)
  • 1-Min Billing (outbound billing rule details and recent outbound call stats)
  • UTM (marketing attribution captured during signup)
This helps you quickly answer questions like:
  • “Did this customer log in recently?”
  • “Do they have an active subscription?”
  • “Why was a short outbound call billed a certain way?”
  • “Did they come from a campaign with UTM parameters?”
Tip: If a customer says “I paid but it’s not active,” the first check is usually confirming they’re using the correct email/account.