Viewing Customer Details

You can view the details of the customer including name, organization ID, description, external ID, and count of all beacons configured within your customer’s organization.

To view the details of a particular customer:

1.

Select Customers from the left-hand navigational panel. The Customers Overview page opens, listing all the customers.

On the Customers Overview page, you can:

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Export the details to either a comma-separated value (.csv) or a spreadsheet (.xlsx) file by clicking the Export CSV or XLSX button and then selecting either CSV or XLSX. Hover over the button icon to view the button name.

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Add a customer to the favorites list, by clicking the following button next to the customer name. The customer’s name appears at the top in the list.

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View the entitlements that a customer has, by clicking the View details link in the Entitlements column. The Entitlements Details slideout opens, listing the customer's Flexera One and Snow Atlas capabilities.

2.

Click the name of the customer that you want to view the information for. The details about the customer open in a separate <Customer Name> tab. The information on this page is divided into the following three tabs:

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Customer Details—Details such as customer name, organization ID, owners, capabilities.

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Cloud Spend Overview—Total cloud spend.

Note:You can only access this information if the customer has the Cloud Cost Optimization capability. For more information, see Viewing Child Organization Details.

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Beacons—Lists all recorded installations of FlexNet Beacon within your customer organization, with a summary of the key status values for each.

Note:Only if the customer has either the IT Visibility or the IT Asset Management capability, the information about the beacon appears in the Beacons tab. If a customer has only the Cloud Cost Optimization capability, the Beacons tab does not display.

Consider the following:

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To view all the customers, click the All Customers tab.

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To access a child organization, click Access Customer. This button only appears if you have access to the child organization. To return to the parent organization, select the name of the parent organization from the Flexera One Organization switcher.