Customers

The Customers tab is where a supplier shares copilots and assets with customer accounts. For how sharing works from both sides, see Sharing Expertise with Customers.

What a customer can see also depends on whether a copilot is published: a published copilot is visible to all users, while an unpublished one is only available to users who have that copilot specifically assigned to them. See Copilot Settings.

Adding a Customer

Follow these steps to add a customer:

In the Admin portal, open the Customers tab and click + Add New.
Select the customer's Role and enter their Name. Group is optional. To create a role first, click Add new role beside the Role label.

The new customer form
Click Add Customer. InSkill confirms with Successfully added and the customer's name. The form stays open, so you can add several customers in a row.
Open the new customer to choose its asset groups and copilots — see Editing a Customer. A new customer starts with No Filter and no copilots.
Give the customer their Access Code, shown in the customer list. They enter it on their own Suppliers tab to link to your account. See Suppliers.

Finding Customers

The bar above the list filters it:

Status — Active (the default), Inactive, or All Statuses.
All Roles — show only customers with one role.
All Copilots — show only customers assigned one copilot.
Search customers — find a customer by name.

Columns on the Customers Tab

The Customers tab, listing four customers with their role, Copilot Filter (Filter or No Filter), asset group count, copilot count, hidden access code, and Active check mark, with the Inactivate action. — The Customers tab, listing the account's customers

Column	Description
Name	The account that is a customer of the account you are currently in.
Role	The role assigned to the customer, which defines their level of access.
Copilot Filter	Which group of copilots the customer has been assigned. When the copilots come from an asset group or a user group assigned to the customer, that group is shown. Filter means the copilot list was customized for this customer. No Filter means no copilots have been selected.
Asset Groups	The number of asset groups assigned to the customer, or None.
# Copilots	How many copilots are shared with the customer: every copilot selected, published or not, plus the components they depend on.
Access Code	The code the customer enters on their Suppliers tab to link to your account. It is hidden; click the eye icon to show it.
Active	A green check mark indicates the customer is active.
Actions	Lets you activate or deactivate a customer.

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Note
When a copilot you share with a customer depends on a component, the component is shared with the customer too. That is why # Copilots can be higher than the number of copilots you selected. For example, selecting one copilot that depends on one component gives Filter (1) in the export and 2 under # Copilots.

Exporting Customers

Click Export at the top left of the Customers tab. InSkill downloads customers.csv to your computer, with one row per customer and these columns:

Column	Contents
Name	The customer's name.
Role	The role assigned to the customer.
Copilot Filter	The group of copilots assigned to the customer, as in the Copilot Filter column above. For a customized list, the number of copilots selected — for example Filter (12).
Asset Groups	The number of asset groups assigned, or None.
# Copilots	How many copilots are shared with the customer, including the components the selected copilots depend on.
Active	Yes or No.

The export does not include access codes. If the account has no customers, InSkill shows No Data to Export instead.

Editing a Customer

Click the name of a customer to open it, then click Edit. Click Save to keep your changes, or Cancel to discard them.

A customer's page, with the Settings, Account, Security, and Asset Groups sections and the Edit button. — A customer's page

First Name — the name of the customer.
Tester (activity in intelligence reports) — when set, the customer's Ask interactions aren't saved in the user log or the Intelligence reports, as in Testing Mode.
Sharable (may re-publish these products to their own customers) — lets the customer share the copilots they receive from you with their own customers.
Beta Access (access to beta features) — gives the customer early access to features still in development.
Status — sets the customer active or inactive. Setting a customer inactive removes their access to copilots without deleting the customer.
Role — the role assigned to the customer.
Access Code — in the Security section. Click the eye icon to show it, or Issue New Access Code to replace it.
Asset Groups — type in Add group... and choose a group from the list to add it to the customer.
Copilot Access — tick Select on each copilot to share with this customer. Any components those copilots depend on are shared too, and appear in the list after you save.

A customer in edit mode, with the AZ Copper Works asset group checked under Asset Groups and Copilot (Truck) selected under Copilot Access. — Choosing a customer's asset groups and copilots in edit mode

After you save, the customer's page shows the assigned asset groups and the copilots the customer receives — here the selected copilot and the component it depends on.

The Asset Groups and Copilot Access sections of a saved customer, showing one asset group and two copilots: the copilot that was selected and the component it depends on. — The saved customer, with the component added automatically

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Note
Before you click Edit, Copilot Access shows the published copilots the customer receives, including components added automatically. Selected copilots that are unpublished are not shown there; they appear only in edit mode, where they are ticked and marked with a red dot. So the number of copilots shown can be lower than the Filter count in the export and the # Copilots column, which include unpublished selections.