Customer Management

The Customer Management section allows administrators to configure and manage customer organizations within vBox. This comprehensive interface provides tools for viewing, editing, and configuring all aspects of customer organizations.

Routes and Navigation

Customer management is accessed through the /organization/:customerId route with the following sub-routes:

Route	Description
/organization/:customerId	View customer information and overview
/organization/:customerId/edit	Access the customer configuration wizard
/organization/:customerId/dashboard	View customer dashboard
/organization/:customerId/cost	Access cost management features
/organization/:customerId/security	Access security features
/organization/:customerId/operations	Access operations features
/organization/:customerId/tasks	View and manage tasks

Organizations List Grid

The organizations list provides a comprehensive view of all customer organizations with detailed information and management capabilities.

Grid Columns

The organizations grid displays the following columns:

Column	Description
Name	Customer organization name
Plan	Subscription plan type (Assessment, Implementation, Management Service CSP, Management Service)
Status	Organization status: Active, Inactive, or Archived
Projected Annual Cost	Estimated annual cost based on current usage patterns
Savings%	Percentage of potential cost savings identified
Secure Score: Infra	Infrastructure security score
Created On	Date when the organization was created
Last Data Collection	Most recent data collection timestamp (hover tooltip shows separate dates for Cost, Security, and Operations)
Organization Readers	Count of users with reader access (click to see a tooltip with full names, emails, individual copy buttons, and a “Copy all emails” button in Outlook format)
Active Tasks	Count of active tasks (hover tooltip shows breakdown: Not Started, In Progress, Completed, Cancelled)
Actions	Action buttons: Get Summary, View Profile, Edit, Delete
Tenants	Azure tenant information (hidden by default, searchable)

Tooltips

Hover over the Last Data Collection, Organization Readers, and Active Tasks columns to see detailed information in tooltips.

Grid Features

The organizations grid includes several powerful features:

• Sticky Header — Column headers remain visible when scrolling through long lists
• Search — Full-text search across all visible columns
• Sorting — Click column headers to sort ascending/descending
• Excel Export — Export filtered and sorted data to Excel format
• Currency Toggle — Switch between Original currency and USD display
• Column Visibility — Show/hide columns based on your needs

Filters

Use filters to narrow down the organizations list:

Plan Filter

Multi-select filter for subscription plan types:

• Assessment
• Implementation
• Management Service CSP
• Management Service

Organization Owner Filter

User autocomplete filter to find organizations managed by specific users. Type to search and select from the dropdown.

Status Filter

Checkbox filter for organization status:

• Active — Organization is active and receiving data collection
• Inactive — Organization is temporarily disabled
• Archived — Organization is archived and no longer active

Filter Combinations

Combine multiple filters to create precise views. For example, filter by “Management Service” plan and “Active” status to see all active managed service customers.

Customer Configuration Wizard

The customer configuration wizard (/organization/:customerId/edit) guides you through a comprehensive 5-step process to configure all aspects of a customer organization.

Step 1: Organization Info

Configure basic organization information:

Field	Type	Description
Name	Required	Organization name
Description	Optional	Detailed description of the organization
Status	Required	Active, Inactive, or Archived
Custom Links	Optional	Add custom links with title and URL pairs for quick access to customer-specific resources

Custom Links

Custom links appear in the customer profile and provide quick access to customer portals, documentation, or other resources.

Step 2: Subscriptions

Configure Azure tenant and subscription associations:

Field	Description
Azure Tenants	Select one or more Azure tenants associated with this organization
Subscriptions per Tenant	Configure which subscriptions within each tenant should be monitored

Step 3: User Management

Assign users and roles for the organization. The form has four sections:

Organization Readers

Add or remove users with read-only access to the organization’s data.

Field	Required	Description
Email	Yes	User’s email address
First Name	Yes	User’s first name
Last Name	Yes	User’s last name

Click Add Organization Reader to add more users. Use the remove button next to each user to revoke access.

Organization Contributors (MSP Engineers)

Add or remove MSP users assigned to manage this organization.

Field	Required	Description
Email	Yes	User’s email address
First Name	Yes	User’s first name
Last Name	Yes	User’s last name

Click Add Organization Contributor to add more users.

Organization Owner

Select the primary account manager for this customer from the list of Organization Contributors.

Field	Required	Description
Organization Owner	Yes	Dropdown populated from Organization Contributors

Scheduled Data Collection User

Select the user account that will be used for scheduled data collection runs.

Field	Required	Description
Scheduled Data Collection User	Yes	Dropdown populated from Organization Contributors

Scheduled Data Collection User

The Scheduled Data Collection User is required and must be an Organization Contributor. If the selected user is removed from the Contributors list, this field is automatically cleared and must be reassigned. The selected user must have appropriate Azure permissions for data collection.

Step 4: Subscription Plan

Configure the subscription plan and feature toggles:

Plan Type

Select from available plan types:

• Assessment — One-time assessment with limited features
• Implementation — Implementation-focused plan with enhanced features
• Management Service CSP — Full management service via CSP partnership
• Management Service — Full management service with all features

Feature Toggles

Enable or disable specific features:

Feature	Description
Security	Enables Secure Score tracking, security recommendations, and Defender for Cloud integration
Operations	Enables Observability Score, operations recommendations, and AzGovViz integration
Cost Details	Enables detailed cost analysis, cost recommendations, and historical cost data
BI Analytics	Enables embedded Metabase dashboards on Summary pages
Tasks	Enables task management for tracking recommendation follow-up

Scheduling Configuration

Configure data collection schedules using cron masks:

• Cost Collection Schedule — When to collect cost data
• Security Collection Schedule — When to collect security data
• Operations Collection Schedule — When to collect operations data

Additional Options

• M365 Security Inclusion — Include Microsoft 365 security data in assessments
• AzGovViz Integration — Enable Azure Governance Visualizer integration for operations insights

Feature Rollout

Enable features incrementally — start with Cost Management for quick wins, then add Security and Operations as your team ramps up. This approach helps customers see value quickly while allowing time for proper configuration.

Step 5: Notifications (ITSM)

Configure email integration and notification settings:

Email Integration

Set up email notifications for various events:

Field	Description
Email Addresses	Multiple email addresses can be configured
Email Prefixes	Add prefixes to email subjects for categorization
Detection Tickets	Enable automatic ticket creation for security/operations detections
Report Tickets	Enable ticket creation for scheduled reports
Weekly Digest	Configure weekly summary email delivery

ITSM Integration

Email notifications can be integrated with ITSM systems by configuring appropriate email addresses and prefixes that route to your ticketing system.

Feature Settings Reference

Each customer can have the following features enabled independently:

Feature	Description	Dependencies
Security	Enables Secure Score tracking, security recommendations, and Defender for Cloud integration	Requires Azure Defender for Cloud
Operations	Enables Observability Score, operations recommendations, and AzGovViz integration	Requires appropriate Azure monitoring
Cost Details	Enables cost analysis, cost recommendations, and cost details with historical data	Requires Cost Management API access
BI Analytics	Enables embedded Metabase dashboards on Summary pages	Requires Metabase configuration
Tasks	Enables task management for tracking recommendation follow-up	No dependencies

Customer Info Page

The customer info page (/organization/:customerId) displays a read-only overview of the organization, including:

• Organization Profile — Name, status, description, and logo
• Subscription Plan — Plan type and enabled features
• Tenants and Subscriptions — Azure tenant and subscription tree
• Users — Organization Readers, Organization Contributors, Organization Owner, and Scheduled Data Collection User
• Email Integration — Notification settings (if configured)

Best Practices

1. Complete Wizard Setup — Ensure all wizard steps are completed for proper organization configuration
2. Verify Data Collection User — Ensure the Scheduled Data Collection User has appropriate Azure permissions before enabling data collection
3. Configure Schedules — Set appropriate collection schedules to balance data freshness with API rate limits
4. Enable Features Gradually — Start with core features and add advanced features as needed
5. Document Custom Links — Use custom links to provide quick access to customer-specific resources
6. Monitor Active Tasks — Regularly review active tasks to ensure recommendations are being addressed