Customers

Generally speaking, Customers in MeetBit are your company's actual customers. However, depending on how you use MeetBit, these may also include hiring applicants, vendors or other external partners.

To be specific, any external user who interacts with your public-facing pages like Meeting Links, Forms and Conference Rooms are saved in MeetBit as Customers.

Access of external users to public-facing pages is controlled by each resource's settings.

For clarity, in this document, we'll refer to the actual person as "external user" and the resource object within MeetBit as "customer".

This resource object provides you with the ability to track an external user's actions as they interact with the MeetBit Platform. It also provides a historical record of these actions and allows you to associate different resource objects (like Events and Conference Room Attendees) to the same external user.

Creating Customers

Customers are generally automatically created once external users interact with your public-facing pages so there generally isn't much you have to do to manage them. However, you may still manually create Customers via the MeetBit Admin Panel.

Create Customer Page

You must have the permission to create Customers to perform the actions below.

1. Navigate to the Create Customer Page by visiting https://customdomain.com/admin/customers/create

2. Provide the Customer Details you'd like to save.

3. Click "Create Customer".

The Customer is now created. Every time an external user with the same email interacts with your public-facing pages, their actions will be associated with this Customer.

Viewing Customers

Customers Page

You must have the permission to read Customers to perform the actions below.

1. Navigate to the Customers Page at https://customdomain.com/admin/customers

2. You can find specific Customers by using the filter options on the upper-left corner of the Customers Table.

3. To view a specific Customer, Click the "Eye" icon on the row of your chosen Customer.

Updating Customers

You must have the permission to update Customers to perform the actions below.

1. On the Customers Page, click the "Edit" icon in the row of your chosen Customer. Alternatively, you can go to the Customer's own page and click the "Edit" icon in the upper-right corner.

Edit Customer Icon on the Customers Page

1. Update the attributes you wish to change.

2. Click "Save Edits".

3. Confirm the action on the dialog popup.

Deleting Customers

You must have permission to delete Customers to perform the steps below.

1. On the Customers Page, click the "More" icon in the row of your chosen Customer.

Delete Customer from the Customers Page

1. Click "Delete Customer". Alternatively, you can go to the Customer's own page and click the "Delete" icon in the upper-right corner.

2. Confirm the action on the dialog popup.

Deleting a Customer is a soft-deleting process and does not completely delete the data from MeetBit's database. It only prevents future association of new resource objects to the deleted Customer. It also does not remove the deleted Customer's association with existing resource objects and only makes the Customer's attirbutes inaccessible by those resource objects.

If you receive a request to delete an external user's PII, we recommend to either redact their information by Updating Customers or email [e-mail] for assistance.

Force Deleting Customers

Force deleting a Customer will completely delete the Customer from MeetBit's database.

Force deleting a Customer is an irreversible action. Be extremely sure before continuing as force deleted Customers (and their associated resources) cannot be recovered.

Force deleting a Customer also force deletes all of its associated resource objects including but not limited to the Events, Chat Rooms, Form Responses, and Conference Rooms.

Force Deleting a Customer

You must have the permission to force delete Customers to perform the actions below.

1. On an Customer's Page, open the more menu by clicking the "More" icon on the upper-right corner of the screen.

2. Click "Force Delete Customer"

3. Confirm the action on the dialog popup.