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Your Resources and Your Customers'

Why several Home screens separate what belongs to your organization from what belongs to your customers in two tabs.

Plenit is designed for the channel: you, as a partner, use the platform not only for your own company, but above all to serve your clients.

That means that in your day-to-day work you manage two layers at once, and the dashboard keeps them separate so they don't get mixed up.

The two layers

  • Yours — the subscriptions, users, and services of your own organization.

  • Your clients' side — everything you deploy and manage for the organizations of your clients, the companies you serve.

Each client is, within Plenit, one organization more. You access them with the same account, but their resources are not yours: they belong to that client's organization.

How this appears in the dashboard

To avoid confusing one layer with the other, several screens of Home separate them into two tabs:

Screen (on Home)
Your side tab
Clients tab

Subscriptions

My subscriptions

Client subscriptions

Users

My users

Client users

Events

My events

Customer events

The logic is always the same: one tab brings together what belongs to your organization and the other, what corresponds to your clients.

When to use each view

  • Use the tabs clients' when you want the big picture of everything you manage for third parties: how many subscriptions they have in total, what users there are, or what has happened.

  • If what you want is to work in depth on a specific client, the most direct way is to enter their organization from the Organization level in the menu: there you directly see their side, without tabs.

📘 Yours and your clients', always distinguished

This separation is consistent across the platform.

Wherever you see the two tabs, the first is your organization and the second, the set of your clients.

That way you avoid accidentally touching a client's subscription thinking it's yours, or vice versa.

Next steps

  • Complete the concepts with My Profile, your personal identity on the platform.

  • Put subscription and user management into practice in the How-to.

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