Customers

A customer in KNX Clarity is the person or company who owns the building a project is installed in. Customers belong to an organisation, can be linked to zero or more projects, and can optionally be invited into KNX Clarity themselves with a limited owner role.

Creating a customer

Click Customers in the sidebar, then Add customer in the top-right. The form accepts:

Field	Required	Notes
Name	Yes	Typically "Firstname Lastname" or company name.
Email	No	Required if you want to invite the customer.
Phone	No	Free text, formatting not enforced.
Company	No	Useful when the customer is a corporate entity.
Address	No	Multi-line free text.

A customer record with no email is perfectly valid — it's just a contact card. Add an email later if and when you decide to give them portal access.

Linking a project to a customer

From a project's detail page, click the Customer card on the Overview tab and pick a customer from the dropdown. Projects can have at most one customer. A customer can have many projects.

From the customers list, click the Projects count in the customer row to see every project linked to that customer.

Inviting a customer to the portal

Customers who have been given an email address can be invited into KNX Clarity with a limited owner role. They can:

• See every project linked to their customer record.
• Read (but not edit) the rooms, devices, and group addresses.
• Open and comment on service cases.
• Download ETS exports.

They cannot edit devices, upload new ETS files, invite anyone else, or see anything outside their linked projects.

To invite:

1. Click Invite on the customer row in the customers list.
2. Confirm the email.
3. KNX Clarity sends a signup link with a token that expires in 7 days.
4. When the customer signs up, they are automatically enrolled in your organisation with the owner member role.

The Invite column in the customers list shows the current state of the invitation: not invited, pending, accepted, or expired. Click the state badge to resend, copy the invite link, or revoke a pending invitation.

Security note

Invitation tokens are stored hashed in the database — we keep a SHA-256 of the token, not the plaintext. If you need to share the link with a customer through an out-of-band channel, copy it from the Pending badge within a few minutes of sending; we cannot recover the plaintext later.

Deleting a customer

From the customers list, click ⋮ → Delete on the customer row. You cannot delete a customer who still has linked projects — unlink the projects first (or delete them). This is a guard against accidentally orphaning project-to-customer references.

Deleting a customer does not delete any invited user account; their Cognito user still exists and they can still sign in, but they lose access to the org's projects immediately.