# Manage customers (https://webmetic.de/docs/en/partner/kunden-verwalten)

Under **Customers** you see every customer of your partner account with its tracking status and the number of identified companies. On the customer page you decide who invoices the customer, switch white-label on, and add users. At the end you have:

- an overview of which customers have working tracking and how many companies Webmetic identifies for them
- the right billing for each customer and white-label where you need it
- more logins for your customers

[Add customers](https://webmetic.de/docs/en/partner/kunden-anlegen) describes how new customers join.

## Before you start [#before-you-start]

- **Time**: Each task on this page takes a few minutes.
- **Account**: You need an account with a [partner area](https://webmetic.de/docs/en/partner).
- **Access**: You'll find everything under [**Menu** > **Partner area** > **Customers**](https://app.webmetic.de/?menu=partner_customers).
- **Rights**: Every user of your partner account can manage customers, but only admins can add users to a customer.
- **Cost**: The partner area costs no credits.

A trial through Webmetic starts only once per customer. So choose **By Webmetic** only when Webmetic should invoice the customer directly.

## Read the customer list [#read-the-customer-list]

1. Open [**Menu** > **Partner area** > **Customers**](https://app.webmetic.de/?menu=partner_customers). The sentence at the top says how many companies Webmetic identified for all your customers so far this billing period.
2. Under **All customers**, type a name, a website, or an email address into the **Search customers** field. You now see only the customers that match.
3. Click a customer's name. The customer page opens.

![The customer list with customers that need action and all customers](https://webmetic.de/docs/media/en/light/partner-kunden-liste.webp)

The sentence at the top also compares the projection with the previous period and tells you how many customers need action.

The **All customers** list is sorted by the number of identified companies, and each row shows:

- the customer's name and website
- **Invoiced by you** for customers you invoice, and **Trial** for a trial through Webmetic
- **White-label** for white-label customers
- the website's tracking status
- the companies identified so far this billing period and how the projection compares with the previous period
- the number of users and the **Sign in as customer** button

## Fix what needs action [#fix-what-needs-action]

Under **Needs action**, Webmetic collects customers whose tracking is missing or whose numbers fall sharply. Each reason appears once, with every affected customer below it.

| Reason | Meaning | What you do |
|---|---|---|
| **Tracking not set up** | In the last 30 days, no visits arrived with the customer's account ID, and none without an account ID either. | Have the tracking code from the customer page added to the website. If a code from another account is there, replace it. |
| **Tracking faulty** | In the last 30 days, data arrived, but without an account ID. The code is probably incomplete. | Replace the code on the website with the code from the customer page. |
| **No recent data** | Data with the customer's account ID arrived in the last 30 days, but nothing for more than 24 hours. | Check whether the code is still on the website after a change to the site. |
| **Significant drop** | The projection is at least 30% below the previous period, although tracking is running. | Check with your customer whether their website gets fewer visits. It's rarely a technical problem. |

Rows with **Significant drop** don't have the **Copy tracking code** button.

1. In a customer's row, click **Copy tracking code**. You can then pass the code straight to your customer or their IT team.
2. Click the arrow **Open customer**. The customer page opens.

Which form of the tracking code fits is covered in [Add customers](https://webmetic.de/docs/en/partner/kunden-anlegen). [Check your installation](https://webmetic.de/docs/en/installation/pruefen) describes how to check whether data arrives.

## Read a customer's numbers [#read-a-customers-numbers]

1. Under **All customers**, click the customer's name. The customer page opens at the **Overview** section.
2. Click a billing period in the chart. The numbers for that period appear below it.

![A customer's overview with the numbers for the running billing period](https://webmetic.de/docs/media/en/light/partner-kunde-uebersicht.webp)

For the selected period, the overview shows:

- **Companies**: new companies identified since the billing period started
- **Per day**: the average per day
- **vs previous period**: for the running period, the projection compared with the previous period
- **Expected**: the expected total by the end of the period, with a rating from **Very reliable** to **Very rough**
- **New companies per day**: one bar for each day

The running period is marked **Running**, and for periods marked **Settled**, you see **Best day** instead of the projection.

Below that are the customer's websites with their tracking status: **Active**, **No recent data**, **Faulty setup**, or **Not set up**. Where possible, Webmetic also shows you an estimate of how many companies per month are realistic for the website. If no tracking code is active yet, the overview shows the note **No data yet**.

## Set billing and white-label [#set-billing-and-white-label]

For each customer you decide who invoices them and whether they're a white-label customer. [White-label](https://webmetic.de/docs/en/partner/white-label) explains what white-label means.

- **By you**: You invoice the customer, and the customer receives no Webmetic plan. Customers without white-label also see no credits.
- **By Webmetic**: Webmetic invoices the customer directly. If the customer had no trial and no plan yet, a 14-day trial starts. Afterwards they choose a plan in the checkout, or their account moves to the Free plan.

1. Open the customer page and click **Billing and white-label** on the left. The page jumps to that section.
2. Under **Billing**, select **By you** or **By Webmetic**. The top of the customer page then shows **Invoiced by you** or **Invoiced by Webmetic**.
3. Switch **White-label** on or off.

![The Billing and white-label section on the customer page of a white-label customer](https://webmetic.de/docs/media/en/light/partner-kunde-rechnungsstellung.webp)

**White-label** and **By Webmetic** exclude each other: white-label customers are always invoiced by you, so you can switch **White-label** on only while you invoice the customer.

When you switch white-label on, Webmetic stops sending emails to this customer's users. Everything meant for the customer goes to the first admin of your partner account, for example login details and notifications.

Under [**Menu** > **Partner area** > **Features**](https://app.webmetic.de/?menu=partner_features), you decide which features the customer sees. For details, see [Choose features for customers](https://webmetic.de/docs/en/partner/funktionen-fuer-kunden).

If you switch back to **By you** during the trial, you invoice the customer again, and no second trial is possible later. If the customer has a plan with Webmetic, you can take over the billing only once that plan has ended. A cancelled plan keeps running until the end of its term.

## Add users [#add-users]

The **Users** section lists everyone who can log in to the customer's dashboard, with their role.

1. Open the customer page and click **Users** on the left.
2. Enter **First name**, **Last name**, and **Email address**.
3. Click **Add user**. The new login appears in the list with the **User** role.

Webmetic emails the login details to the new user. For white-label customers they go to the first admin of your partner account, and the user receives no email from Webmetic.

Each email address belongs to exactly one Webmetic account, so if someone already has a login in another account, they need a different address for your customer.

## Get the account ID and API key [#get-the-account-id-and-api-key]

1. Open the customer page and click **Account details** on the left. Webmetic shows **Account ID**, **API key**, **Login email**, and **Created**.
2. Copy the account ID or the API key with the button next to it.

The account ID is part of the customer's tracking code. You need the customer's API key in the [Partner API](https://webmetic.de/docs/en/partner/partner-api) for the contacts and Enrichment endpoints.

Webmetic shows the API key shortened, and the button next to it copies the full key. Don't put it in public code. Anyone with the key can read the customer's data.

## Sign in as a customer [#sign-in-as-a-customer]

**Sign in as customer** opens a customer's dashboard, for example to set something up or check it there. The button sits at the top of the customer page and in every row under **All customers**.

1. Click **Sign in as customer**. The customer's dashboard opens in the same tab, and a bar at the top tells you whose account you're in.
2. When you're done, click **Back to your account** in the bar. You're back in your partner account.

## Next steps [#next-steps]

- [Add customers](https://webmetic.de/docs/en/partner/kunden-anlegen): Add new customers and hand over the right tracking code.
- [Choose features for customers](https://webmetic.de/docs/en/partner/funktionen-fuer-kunden): Decide which areas your white-label customers see.
- [Partner API](https://webmetic.de/docs/en/partner/partner-api): Manage customers and their websites from your own system.