> ## Documentation Index
> Fetch the complete documentation index at: https://docs.peliqan.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Multi-customer management

> If you are a SaaS company or a consultancy company and you use Peliqan to manage end-customer projects, you can use the multi-customer or multi-tenant features in Peliqan.

If you are a SaaS company or a consultancy company and you use Peliqan to manage end-customer projects, you can use the "multi-customer" or "multi-tenant" features in Peliqan to manage your end-customers.

Make sure to create a new account (tenant) in Peliqan for each end-customer. This is important for data isolation requirements.

## Service models

Peliqan supports 2 service models, depending on your business model:

<table>
  <colgroup>
    <col width="240" />

    <col width="325" />

    <col width="325" />
  </colgroup>

  <thead>
    <tr>
      <th />

      <th>Full service model</th>
      <th>Self-service model</th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td>Scenario</td>
      <td>Each end-customer is different, e.g. your Customer Success team performs custom data onboarding services.</td>
      <td>Customers activate one or more data syncs (or other) in a self-service manner, inside your SaaS platform or portal.</td>
    </tr>

    <tr>
      <td>Volume</td>
      <td>Low volume</td>
      <td>High volume</td>
    </tr>

    <tr>
      <td>Embedding</td>
      <td>No embedding or limited read-only embedding.</td>
      <td>Deep interactive embedding.</td>
    </tr>

    <tr>
      <td>Creation of new end-customer accounts</td>
      <td>Manual by your customer success team.</td>
      <td>Automated via embedded frame or via Peliqan's REST API.</td>
    </tr>
  </tbody>
</table>

## 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](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 accounts](/manage-sub-accounts)

## Invite 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:

![image](https://images.spr.so/cdn-cgi/imagedelivery/j42No7y-dcokJuNgXeA0ig/92d9cde1-c33f-4dff-a9d6-e41db4417571/add_connection_invite/w=1920,quality=90,fit=scale-down)

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.


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