Customers, contacts & access

Platform administrators own the customer → account → contact hierarchy. A customer is the billing entity; it has one or more accounts (the brands/channels JARAI produces for) and one or more contacts (the people, with roles). This page covers creating and managing those records, and assigning who can reach what.

Two kinds of account settings

This is the operator/admin view of managing customers. If you’re a customer looking after your own profile in the Client Portal, see Account settings and Team & seats instead.

The hierarchy

1. Customer — the billing entity (name, billing email, currency, data-residency zone, subscription plan).

2. Accounts — each customer has one or more accounts. Configure these in Account settings.

3. Contacts — the people attached to a customer, each with a role (e.g. administrator, operator, viewer). One contact is the account’s main contact.

Creating & managing a customer

1. Open Customers (platform-admin only) and click New customer.

2. Fill the details — name, billing email, billing currency (GBP / USD / EUR / AUD / CAD / JPY), data-residency zone (UK / EU / US / Global) and a subscription plan.

3. Open the customer to manage it: billing/invoice details, commercial settings (currency, residency, monthly AI budget, max concurrent productions — platform-admin only), internal notes, and the customer’s risk score (which ticks up on payment disputes and can be reset).

4. Add accounts to the customer with New account, and add contacts inline (first name, last name, email, optional phone and role).

Caution

Commercial fields (currency, residency, budgets) and the risk score are platform-admin-only. Customer administrators can manage contacts and see the customer, but not change commercial terms.

Contacts

Open a contact to edit their name, email, optional phone and role/job title, and to toggle them active/inactive. Roles drive what each person can do in the console and Client Portal — see the role table in the Administrator overview.

Assigning access (operator assignments)

Settings → Operator assignments controls who can reach which accounts and customers. It has two tabs:

Tab	What it assigns
Account access	Which operators (producers) can work in which accounts. Tick the accounts for an operator and save.
Customer access	Which customer administrators can reach which customers. Tick the customers and save.

Each assignment list shows where access comes from: explicit (you assigned it here), main contact / home customer (implied by the record’s relationships), or both. Search and paginate to find a person, then adjust their ticks.

Tip

A person can have access from being a main contact / home customer even before you assign anything explicitly. Use explicit assignment to add accounts/customers beyond their default, and the source labels to see why someone already has access.