Overview
Customers, access, and what needs attention.
Upgrade requests
| Customer | Plan change | Message | Requested |
|---|
Needs attention
| Customer | Company | Plan / expiry | Payment |
|---|
Recent activity
| Contact | Company | Phone | Licenses | Account |
|---|
| Customer / license | Plan / expiry | Payment | Device | Status |
|---|
Each plan sets the lead limits, features and terms for its licenses. Editing a plan updates every license on it straight away, except settings you have customised for a single license.
| Plan | Terms | Lead limits | Features | Licenses |
|---|
Transfer requests
| Customer | Request / reason | Status |
|---|
Device history
Last check-in records server contact.| Customer | Computer | Last check-in | Version | Binding |
|---|
| Time | Event | Account / actor | Details |
|---|
Times use your browser’s time zone.
| Account | Device / session | Last seen / expiry | Status |
|---|
Administrator accounts
Changes to access, licenses, and device bindings are recorded in security activity.