Service models
Peliqan supports 2 service models, depending on your business model:| Full service model | Self-service model | |
|---|---|---|
| Scenario | Each end-customer is different, e.g. your Customer Success team performs custom data onboarding services. | Customers activate one or more data syncs (or other) in a self-service manner, inside your SaaS platform or portal. |
| Volume | Low volume | High volume |
| Embedding | No embedding or limited read-only embedding. | Deep interactive embedding. |
| Creation of new end-customer accounts | Manual by your customer success team. | Automated via embedded frame or via Peliqan’s REST API. |
Managing end-customers
Your Master account (also called “Partner account”) allows you to manage your templates and your end-customer accounts. Go to Admin > Customers to manage your end-customer accounts. Make sure that end-customer accounts are created under your own Peliqan subdomain, e.g. https://acme.peliqan.io if your company is called ACME. This will ensure that end-customer accounts are linked and appear in your Partner account. More info: Manage sub accountsInvite end-customer to add a connection
For end-customers where your Customer Success Team takes care of setting up e.g. a data sync or performing a data import (full-service model), you will need to get access to one or more sources of your end-customer. For example you might need access to their CRM to import the data into your system. Go into the end-customer account. Go to Connections, and add a connection, e.g. Hubspot (CRM). Click on the “Invite” button. This will send an email to your end-customer, asking them to provide credentials or authorize access (for an oAuth flow). Once the end-customer has done this, you will receive a confirmation email that this has been done. See Invite button in the bottom left corner when adding a connection:
Note that the end-customer does not require a login to Peliqan. They will receive a unique link in the email that they can click. This will open a webpage where they can enter their credentials (e.g. an API key) securely or it will start an oAuth flow where they login and authorize access.