For staff
This guide is for people who work at dembrane. It covers the staff console: the part of the dashboard where you look after customers’ accounts, plans and billing. Customers do not see it.
New to the console? Start with the staff console.
Find your job#
| You want to | Read |
|---|---|
| Find your way around the console | The staff console |
| See what each account uses and pays, or follow a payment | Usage, billing and payments |
| Change a tier, set a discount or mark a partner | Tiers and discounts |
| Bill a customer by invoice | Managed billing |
| Build a demo, send an offer, follow signing, tasks and questions | Customer accounts |
| Look inside a customer’s workspace to help them | Support access |
| Schedule a training and grant licences | Trainings and licences |
Related#
What you do in the console shows up on the customer’s side. These pages describe that side:
- Tiers and billing: the plans, seats and the customer’s billing page.
- Offers and invoices: what a customer does with an offer, a document to sign, a task and an invoice.
- Staff support access: how a customer allows you into their workspace.
- Partner program: workspaces made for an external organisation.
- Trainings: trainings and licences.
- Roles and permissions: the customer roles you meet in accounts and workspaces.
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