8 docs tagged with "customer-registry"

The B2B Customer Registry (CRS) holds your business customers, the trusted agents who buy on their behalf and their projects, per tenant and optionally per business unit group.

Why customers, agents and projects belong to a business unit group, which groups CRS accepts, how business units map to groups, and how groups decide search results and access.

What a B2B customer record holds, what each group of fields does at the till, which fields are fixed once set, and how delete and search behave.

Push customers, trusted agents and projects from your own back office into the B2B Customer Registry (CRS), keyed by your own ids.

What a B2B project is, how its dates set its status, what its restrictions do at checkout, and how projects are written, deleted and found.

Tell the B2B Customer Registry where your own system is and how to sign in to it, so it can validate credit limits and create customers there.

The two endpoints your own system implements so the B2B Customer Registry can validate credit limits and create customers in it.

Who a trusted agent is, how an agent belongs to a customer and its business unit group, and how agents are written, deleted and found.