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Manage customer organizations

Spin up new customer orgs, set their plan, assume their identity for support, and bill them — all from your reseller dashboard.

A reseller account on hey-quad is one that owns other customer organizations. You manage them from a single dashboard — provision, configure, support, bill — without giving up your own brand to the underlying carrier.

Create a new customer org

  1. From your reseller dashboard, open Customers and click New customer.
  2. Fill in:
    • Slug — used in URLs (e.g. acme → app.heyquad.com/orgs/acme). Lowercase, hyphens only, immutable after creation.
    • Display name — what they see in the UI.
    • Owner email — the first user who'll get an invite to set their password and sign in.
  3. Save. The customer org is created in suspended state until you assign a plan.

Assign a plan

Open the new customer, click Plan, and pick from your reseller's published plans. The plan determines:

  • Monthly fee (your cost from us; you mark this up to your customer)
  • Included minutes, SMS, MMS
  • Quotas (max extensions, queues, phone numbers)
  • Feature flags (advanced reporting, custom branding, etc.)

Once a plan is set, the customer is active and can sign in.

Assume their identity to provide support

You can sign in as if you were the customer for support purposes:

  1. Open the customer.
  2. Click Assume identity and provide a reason (audited).
  3. The dashboard switches into their org. Every action you take is logged with both your identity and theirs in the audit trail.
  4. When done, click End assumption in the banner at the top of every page.

This is the right tool for "show me what they're seeing" debugging without asking for their password.

Branding

Resellers can override the hey-quad chrome with their own:

  • Display name in the top-bar ("Acme Phone Systems" instead of "Hey Quad").
  • Logo URL — square mark, ideally 256×256 PNG with transparency.
  • Primary color for buttons and accents.

The dashboard auto-injects these for every page rendered inside customer orgs that belong to you. From the customer's perspective, they're using "your" platform.

Billing your customers

Hey-quad bills you on the wholesale rate (your plans). You bill your customers on the retail rate (whatever you've set). The platform doesn't issue invoices to your customers directly — that's your billing system's job.

We surface the data you need:

  • Cost report per-customer: minutes used, dollar cost on your wholesale rate.
  • Markup (if configured on the plan) so you can see your margin per customer.
  • CSV export suitable for dropping into Stripe, QuickBooks, etc.

Common gotchas

  • Slugs are immutable. Pick carefully — you can't change a customer's slug after creation without a migration. The slug appears in flow webhook URLs, integration references, and audit log paths.
  • Plan quotas are enforced by the platform. When a customer hits their max-extensions or max-numbers limit, the platform rejects new ones until you bump their plan. Surface that to the customer in your sales / billing flow.
  • Assumption sessions persist via cookie. If you close the tab without ending the assumption, the next time you sign in the assumption is still active. End it explicitly when you're done; the audit log tracks the duration.
  • Suspending a customer stops their voice and SMS at the carrier. Active calls drop. Use suspension only for non-payment or contractual termination.
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