Everyone in the organization can see the customers. Only administrators can
create, rename and delete customers and move agreements. A member sees
Only administrators can create customers and move portals. instead.
Your own company
The organization itself is always first on the tab, for example <company name> · your own company. All your agreements belong to you until you move them to a customer. Once you have at least one customer, such an agreement shows Customer: Your own company on the connector’s page. Your own company cannot be renamed or deleted, and you can build own connectors for it as for any other customer.Create a customer
1
Click New customer
Open Studio, choose the Customers tab, and click New customer.
2
Type the name
Type the customer’s name under Name, for example
<company name>. Two
customers cannot have the same name.3
See the price, and create the customer
If you have the Consile Studio membership, the window
shows what the customer costs before you create it. See the next section.
Click Create customer. The portal says Customer created.
What does a customer cost?
Without the membership, a customer costs nothing. Under the Consile Studio membership, a customer counts as a company:- The first company is included in the base price. Each extra company costs 349 DKK/month excl. VAT (€45).
- The number of companies is the larger of two numbers: the number of customers in Studio and the number of connected agreements in the system where you have the most. If you have, for example, three connected e-conomic agreements, you count at least three companies. So a new customer does not always raise the price.
- The New customer window shows what the customer does to the price before you click. If it raises the price, it costs from the day you create it, for example +349.00 kr a month from today. The rest of the current period is prorated on the next invoice. There is no free trial on a new customer.
- If the customer does not raise the price, it says The first customer is included in your subscription.
- If you deleted a customer earlier in the same period, the new customer reuses the paid slot. Then it says No change to the bill: the slot is paid for until <date>.
Move an agreement to a customer
An administrator can move an agreement in two ways:- On the Customers tab: Each agreement is listed under the customer it belongs to. Choose another customer in the field next to the agreement.
- On the connector’s page: Once you have at least one customer, each agreement on the Connections card shows, for example, Customer: <company name>. Choose the customer in the field next to the agreement.
Which systems can belong to a customer?
At the bottom of the tab, the connections that cannot belong to one customer are
listed under These connections do not belong to one customer:. For CVR it says
public data, belongs to no single customer.
A connection to one of the five systems that is not locked yet is shown as, for
example, Dinero: the company has to be chosen before the connection can be bound
to a customer. An administrator clicks Choose company and locks the
connection on the connector’s page. A member sees An administrator can choose
the company.
While a locked connection belongs to a customer, the company cannot be changed,
and the lock cannot be removed. The portal says The connection is bound to a
customer in Studio. Remove the binding on Studio’s customers page first if the
company is to change. Move the agreement back to your own company first.
One agreement per system per customer
A customer can have only one agreement in each system. If you try to move a second e-conomic agreement to a customer that already has one, the portal says This customer already has an agreement in that system. A customer holds one of each system, so two agreements in the same system are two customers. Move the other agreement first if it really is the same client.When an agreement cannot be moved
If an own connector uses the agreement, you cannot move the agreement to a customer other than the connector’s. The portal says These own connectors use the portal where it is: <names>. Change them first. Remove the agreement’s tools from those own connectors, or delete them, and try again.When an agreement is paused
If someone connects an agreement again and Consile cannot confirm that it still belongs to the same customer, the agreement is paused. It stays under the customer, but own connectors cannot use its tools until it is confirmed. Next to the agreement it says what needs to happen:- An administrator sees Paused: the connection was renewed and we could not confirm it is still <customer>. Pick <customer> again to confirm it.
- A member sees Paused: the connection was renewed and an administrator must confirm who it belongs to.
Delete a customer
Click Delete on the customer’s card, and confirm Delete the customer <company name>?- The customer’s agreements then belong to your own company. No connections are cut, and no tools change.
- If there are own connectors for the customer, it cannot be deleted. The window shows These own connectors use the customer: <names>. Delete them first. That also applies to deactivated own connectors.
- Under the membership, a deleted customer is not credited. The window says The customer is paid for through the current period. It stays on the subscription until <date>, and the next invoice is without it. If you create a new customer before that date, it reuses the slot without a new payment.