Set Up Your Customer Organizations

Phase 1 — Account & Workspace Setup · OpenFrame Onboarding

OpenFrame is multi-tenant by design — every device, ticket, and log belongs to a customer (your client). Setting up your customer organizations early means everything you do afterward lands in the right place instead of piling into one bucket. This guide covers creating and structuring them.

Before you start

• You need an Admin role.
• Open Customers from the left sidebar.

The Customers list

The Customers page lists every client org with its device count, user count, and last activity. Two tabs at the top split Active Customers from Archived Customers, so retired clients don't clutter your working view.

You'll notice a Default customer already there — that's the catch-all where devices land if they're enrolled without a specific customer assigned. Part of doing this right is making sure devices end up in a named client org rather than sitting in Default forever (covered in Assign Devices to a Customer, Phase 2).

Add a customer

1. Click Add Customer (top right).
2. Fill in the New Customer form:
   • Customer Name (required) — the client's name as you want it to appear everywhere.
   • Website URL — optional, handy reference.
   • Notes — anything your techs should know about this client.
   • Physical Address — with a "Mailing Address Same as Physical" checkbox; uncheck it to enter a separate mailing address.
   • Customer Logo — upload an image (drag-and-drop, max 25 MB) so the client is easy to spot at a glance.
3. Click Save Customer.

Repeat for each client you manage. A few minutes here pays off every time you filter devices or open a ticket later.

Inside a customer

Click a customer (the arrow on its row) to open its detail page. Everything is scoped to that client across four tabs — Devices, Tickets, Logs, and Details — plus Edit Customer and Archive Customer. It's effectively a mini-console for that one client. (More on navigating this in Organizations & Multi-Tenancy Overview.)

Retiring a client

When you stop managing a client, open their detail page → Archive Customer. They move to the Archived Customers tab — out of your active list, but their history is preserved. Archive rather than delete so you keep the record.

Quick checklist

• Opened Customers and reviewed the Active / Archived tabs
• Noted the Default catch-all customer
• Created a customer per client via Add Customer (name, logo, notes, address)
• Confirmed the customer appears in the list
• Knew to Archive (not delete) a client you stop managing

What's next

With your client orgs in place, the next step is making sure devices land in the right one: Assign Devices to a Customer (Phase 2). For a tour of the per-customer view, see Organizations & Multi-Tenancy Overview.

Based on OpenFrame v0.9.19. The Customers area evolves between releases — what's in your console wins.