Customer Ingestion Dashboard Testing

Sign in with your Google account to access the dashboard

Admin Panel

Admins

Users

Allowed Domains

All View Users

Users who can see all customers (no PSS filtering). Admins always have all-view.

Storage Files

SecOps Customers (from Account Mappings)

-- Accounts with SecOps -- SecOps Instances -- No SecOps

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PSS Management

Edit display names and view account assignments. Click a specialist to see their accounts.

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CE-to-PSS Mapping

Map Customer Engineers to PSS specialists. Select a CE (or create new), then check which PSS they manage.

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Customer Engineer

Match Review

Review fuzzy match suggestions linking CRM accounts to SecOps customers. Confirm, reject, or manually link unmatched accounts.

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SAISV Mapping Upload

Upload the SAISV Mapping FY26 xlsx to sync account data and validate SecOps mappings.

Pending Backfill Accounts

Accounts added by CEs/sellers that are not yet in the database. These need to be added to the PLX backfill process.

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Customers Overview (Dashboard Data)

-- Total Customers -- MSSP Tenants -- Direct -- PSS Assigned

Load dashboard data first to see customers.

My Customers

Add Account

Selected: None

My Assigned Customers

Customers assigned to you via your specialist/CE mappings. Use "Unassign" to remove a customer from your list.

Manually Added Accounts

Accounts you added manually. Placeholders are queued for data import.

Saved Contract Defaults

No saved customer defaults yet.

Documentation