Customers
Everyone entitled to a tool, and the support actions on each.
A tool's Customers page lists everyone entitled to it — by licence, subscription, trial or grant — with how, since when, and whether something needs attention. A customer's page shows what they hold, their devices, and a timeline.
Someone on the Free plan is listed too, once they sign in from the extension or you create them as a customer. Their status is the extension's: Signed in while one of their sign-ins stands, Signed out once every one has ended, and Not signed in yet before the first.
A device is one row, however it holds the tool: by its licence key, by signing in, or both. The row shows the build it last reported and where it was last seen. Devices counts the devices holding the tool against what the customer's licences allow. The count is amber when there are more devices than that, and each device past the limit is marked Past the limit: it is signed in, and has the Free plan until the customer signs another device out. Devices unlocked by the key keep their places; signed-in ones fill the rest in the order they signed in.
Free uses, on a tool with a free tier, shows what Toolaby counted for the customer and where: the account's own count where the tool requires an account — or that a throwaway or unverified address is counted with every such address, in one count that names no one — and otherwise each device the account signed in or activated on. Where uses start again each day, week or month, the row says when (UTC). Nothing here changes a count: a grant gives the customer more.
Create a customer
Create customer, on the Customers page, adds a person by email address, with an optional name and note. Nothing is sent to them. When they sign in with that address, in the extension or on the web, the account is waiting. Each customer added is one of the workspace's additions for the day (Limits).
Actions
Each action on a customer's page, except a download, is confirmed in a dialog that states its consequence.
| Action | On | Effect |
|---|---|---|
| Refund | a licence | The whole payment, with a Stripe reason. The licence is revoked at once. The money reaches the card in 5–10 days; Stripe keeps its processing fee, and Toolaby keeps its own. Refunding a team licence revokes every seat. |
| Resend key | a licence | A new key is mailed. Toolaby stores only a hash, so a lost key is replaced, not sent again. The old key keeps working on the devices it activated, until twenty newer keys have replaced it, and activates no new one. |
| Reinstate | a licence flagged for review | The flag is cleared, and the count of warnings starts over. The licence kept working meanwhile. |
| Extend | a trial or a grant | A later end date. |
| Cancel | a subscription | At the end of the period, or now. Nothing is refunded. Keep undoes a cancellation that has not taken effect. |
| Revoke | a licence or a grant | Access ends at the next check. |
| End | a trial | The trial ends at the next check. |
| Release | a device a key was typed into | Frees the device's slot on a licence. The device loses the licence at its next check. |
| Sign out | a device signed in | Signs that extension out, within minutes, and frees its place on the licence. Signing in again inside it puts it back. |
| Grant access | a customer with an account | Access without payment, for a number of days or until revoked. An address with no account is refused: Create customer first, or let them sign in once. POST /tools/{tool}/grants makes the account itself (API). |
| Remove | a customer who holds nothing | They leave the tool's list, and their devices are signed out of it. Their account stays theirs, and nothing is sent to them. |
A licence is flagged for review after eight security warnings within thirty days — one device checking in from eight networks within an hour, each time. A flagged licence keeps working: it unlocks, activates and lists its devices as before. The customer's page marks it Flagged for review, the Activity shows what was seen, and the workspace's owners get one mail. Look at its devices and Release any that are not the buyer's, or Revoke the licence; Reinstate clears the flag.
A licence under dispute shows the dispute with a link to Stripe. It cannot be refunded while the dispute is open.
A pass beyond the Hobby plan's 100 is marked Held: over your plan's limit: it unlocks nothing until the workspace has room or moves to Pro. See Plans.
Person actions
At the foot of a customer's page, for a customer with an account:
| Action | Who | Effect |
|---|---|---|
| Sign out everywhere | any member | Every browser and every extension of yours they are signed in to. They can sign in again at once. |
| Download their data | any member | Everything Toolaby holds about them, as JSON, with the free uses, the trial and the moves kept for their inbox. |
| Block | owner, admin | Signed out everywhere now, and refused at sign-in to every tool of yours until you select Unblock. What they hold stays as it is. |
| Erase their data | owner, admin | The person is removed; purchases stay for the tax record. Refused while a subscription of theirs is running: cancel it first. See Your data. |
The private note is on the customer's page too. See Security.