The Customers tab is an important tab within the Workato Embedded Admin Console that give partners a detailed look into usage and stats within customer accounts. Here, partners can view more details of each customer account, add/remove and manage customer accounts as well as access them.
The following sections cover how the information provided in the customer tab can be used to your best advantage.
# Customer table
The customer table shows the full list of customers and the following information for each customer:
|Customer||Customer name, external ID (in brackets if present), and plan. These values can be changed in the customer's Settings tab.|
|Joined||The date the customer account was created.|
|Tasks used in billing period||The number of tasks available to the customer per month. This task limit is informed by the plan.|
|Connections||The number of authenticated connections. This connection limit is informed by the plan.|
|Connected apps||Icons of the top 5 apps connected to the account, by count.|
# Sorting, Searching, & Filtering
All the parameters listed above with the exception of
Connected apps can be sorted. Sorting is enabled by clicking on the table headers. Clicking twice will reverse the sorting order.
|Customer||Customer name by alphabet. In order to filter by plan, use the filters above the table.|
|Tasks||By the number of tasks consumed.|
|Connections||By the number of authenticated connections.|
Above the customer table, you may search and filter by the following:
|Search||Search by customer name and/or external ID. Searched terms will be highlighted.|
|Plan||Filter by plans available. This list of plans correspond to your list of custom plans. To add or remove plans, please contact your customer success manager.|
|Status||The status of a customer can be: |
If customers are no longer subscribed, we recommend removing the customer.
|App||Use this filter to view specific customers that are using a selected app.|
|Date joined||Filter customers by date joined. Select an available date range or provide a custom one.|
# Adding a customer
Customers can be added in 2 ways:
- Directly in the app
- Using an Workato Embedded platform API
To add a customer in the app, click the + Add Customer button. Enter the following info for the customer:
- Customer name
- Notification email (Recipe errors are sent to this email)
- External ID (optional)
Adding a customer via the app
# Customer information
Individual customer information pages are available when you click a customer in the table. This page allows admins to view the customer's dashboard, members in the customer team and change settings on the account.
# Customer dashboard
The dashboard shows the number of active recipes currently running and the success/error rates across the recipes. It can be filtered by time period.
Customer information page
The Collaborators tab shows the team members in the account: their name, email, and role. Customer managers are displayed with a tag.
Customer team collaborators
# Switching to customer accounts
Customer managers can click the Switch to this account button on the top right of the page to access a customer's account.
If other team members require access to the account, you should manually add them to the team while in the customer account.
The Settings tab controls the configuration for the customer's account, such as:
- Plan details
- App access
- External ID
- IFrame origin URL (for Workato Embedded/Embedded connection widget only)
- Account deletion
# Plan details
To change the plan or trial status of a customer account, use the Subscription option in the Customer > Settings tab. Plans can be changed to an existing custom plan.
To add or remove plans, contact your customer success manager.
The Trial option allows you to put the customer's account in a trial status, giving the customer an opportunity to try the Workato platform for 30 days. Accounts in a trial status have a limit of 100 tasks per month.
After the 30 days have passed, the account is automatically downgraded to the Free plan. As a Workato Embedded partner, you can extend the trial by re-enabling it and changing the customer's plan.
After the customer subscribes, disable the Trial option. This places the customer in an active subscription.
# App access
In the App access tab, you can select the apps a customer account can access. By default, when a customer account is created, the account will have access to all available apps.
When apps are selected, the customer account is only able to discover and connect to the selected apps. Note: This also includes the Community Library.
To modify the list of available apps for a customer:
In your partner account, open the customer's Settings > App access tab.
Click the Edit button in the App access tab.
In the window that displays, select the app(s) you want the customer to have access to. To remove access to an app, de-select it.
When finished, click Apply changes.
Once apps are selected, new apps must be manually added to the accessible apps list to grant the customer access.
# External ID
The external ID is a customer ID assigned to the customer by the Workato Embedded partner. This ID usually corresponds to a customer ID within your CRM. You can change the value at any time, but note that any APIs using the external ID as an input will be affected.
Additionally, Workato assigns each customer a unique User ID. This ID is located in the URL of the Customer Information page.
In this example, the User ID is
# IFrame origin URL
The IFrame origin URL setting is available only for customers using Workato embedded.
When a URL is entered into the IFrame origin URL field, the value set on the Partner admin account will be overridden.
Let's say a partner account has an origin URL of
https://company.com. If an origin URL isn't set in the customer account, the customer account will inherit the origin from the partner account.
If the customer has a unique domain they log in with - such as
https://customer.company.com - you can use the IFrame origin URL setting to define and apply this only to that specific customer.
If your application supports multiple custom domains or workspaces, this setting enables the use of those features.
# Multiple origins per customer
In addition to setting customer-specific origin URLs, you can also define multiple origins per customer.
In the IFrame origin URL field, enter a list of comma-separated URLs. For example:
When defined, the origins should be provided as
origin upon generating the JWT. Once the user signs in using the JWT, the provided origin will be saved into the session object and will be used for the lifetime of the session until the user signs out. For more info about JWT direct linking, refer to this guide.
# Delete account
The Workato Embedded partner may delete a customer account at any time. Please note that this removes the customer account for good — all data, recipes etc. will be removed and cannot be recovered.
# Customer management APIs
Customer management APIs are available that can perform a variety of functions on a customer account. View the list of Customer management APIs here.