Customers & Vendors

Setting up the accounts you serve and the third parties who help you serve them.

Two related setup areas for anyone running PulseServe across multiple client accounts, or relying on outside vendors for support: Customers and Vendors, each its own page.

Customers

A Customer record represents an account with its own service tier — Premium, Standard, or Basic. Click + New Customer, give it a name, tier, and description. Once created, assign individual users to it from Admin → Users & Roles, and build SLA policies scoped to a specific tier so, for example, Premium customers get tighter response targets than Standard ones.

Vendors

A Vendor record is for external support providers — the OEMs and contractors your L5 tier assigns tickets to (see Personas & Access Tiers). Beyond the basic record, a vendor also carries its own SLA definitions, breach tracking, and a scorecard summarizing how they've performed over time.

Example

A storage vendor is set up with its own SLA — 4-hour response for critical hardware tickets. When a SAN controller fails and the ticket is assigned to that vendor's L5 group, the vendor SLA (not the internal one) governs the clock, and a breach shows up against that vendor's own scorecard rather than the internal team's.