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Creating Customers and Managing Customer Users

Use the Corti Console to add Corti Assistant Users

Updated over a week ago

Introduction

The Corti Console is your central hub for managing your integration with Corti. It provides self-service tools that empower you to set up and manage customers, create API keys, and add users to Corti Assistant.

Whether you're a direct customer or a distributor managing multiple clients, the Console makes it easy to organize and onboard users efficiently.

Please note: Only Admins can add Customers and Users

Navigating to the Customers Page

After logging into the Console, you’ll land on your Project Home page. You’ll see your Project Name in the top left corner (e.g., Demo Project) and a sidebar with all active modules for your project.

To manage customers:

  1. From the left-hand menu, click on Customers.

💡 In Corti, a Customer refers to an organization or group of users, such as a hospital, clinic, or reseller client. Grouping users under a Customer helps with reporting, access management, and scalability. A single Customer entity can contain multiple Corti Assistant users.

How to Add a Customer

To add a new Customer:

  1. Navigate to the Customers page.

  2. Click Add Customer in the top right corner.

  3. In the modal that appears:

    • Enter a Display Name (used internally; this will not be visible to end users).

    • Select the appropriate Region (Data Residency) for the Customer’s users.

    • Click 'Add' to create the new Customer

Once saved, your new Customer will appear in the dashboard.

Be sure to select the correct Region for your data residency to comply with local data protection regulations.

How to Add Users to a Customer

Once a Customer is created, you can add users who will be using Corti Assistant:

  1. Click into the desired Customer within the dashboard.

  2. Click Add User in the upper right corner of the page.


  3. Provide the following information:

    • First Name

    • Last Name

    • Email Address

An invitation will be sent to the user’s email. They must verify their email and complete account setup within 7 days.


If a user does not accept their invite within the 7 day window, you may resend their invitation via the Users dashboard by clicking 'Resend Invite' in-line with the appropriate user.

How to Deactivate a Users

To deactivate a user from a Customer:

  1. Navigate to the Customer section in the left navigation bar

  2. Select the desired Customer.

  3. Click 'Edit,' on the right side of the dashboard, in-line with the user you wish to deactivate.

Click the toggle next to 'Enabled' to deactivate the user.

Users may be re-enabled at any time by following the same steps as above.


Have a question for our team?

Click Support in the bottom-left corner of the console to submit a ticket or reach out via email at [email protected] and we'll be happy to assist you.


If you would like to request data deletion, please contact our team as deletions within the Console are not supported at this time.

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