Customers
On a multi-customer dashboard, customers (sometimes called sub-clients) are the accounts that each get their own view of the same layout.
Open Dashboard settings → Customer management.
Customer ID
Each customer has:
- A name you will recognize (Acme Corp)
- A customer ID that must match the values in your data (
acme-123,42, a UUID)
The customer ID is the value bound to :customer_id when someone from that customer is signed in, and when you preview as that customer in the editor.
If the ID does not exist in the database, widgets come back empty. That is usually a mismatch (Acme vs acme-123), not a broken query.
Customer logins
Expand a customer to add users: an email and a password. Those people open the share URL and sign in. They see only widgets filtered by their customer’s ID.
A customer can have several users. Deleting a user does not delete the customer. Deleting a customer removes their users.
Test customer ID
Before real customers exist, the editor still needs a value to bind. The test customer ID is that value. It does not create a login. It only appears as “Test customer” in preview dropdowns.
Pick an ID that already has rows in your database so charts are not empty while you design.
You can keep the test ID after you add real customers. Use it as a stable fixture; preview as a real customer when you want to see their specific numbers.
Plan limits
The number of customers you can add depends on your workspace plan. The app shows a limit notice if you are at the cap.