Customer Users
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Customer users are your end customers. They sign in to the customer portal to manage their own account — view and change subscriptions, see invoices and payments, and reach support. Because a customer should only ever see their account, this role is tightly scoped to the billing account it's linked to. That link is the most important part of setting one up correctly.
Open the user menu (your name, bottom-left) → Settings → Users, click Add User, set Role to Customer, choose a customer profile, and link the user to a billing account in the External Account field. The customer receives an Auth0 email to set their own password.
A Customer user's portal access is tied to their linked billing account, shown in the External Account column of the users list. This link is what scopes the portal to the right subscriptions and invoices — without it, the customer has nothing to manage.
A single user can be linked to more than one billing account. When they are, a Switch account option appears in the portal so they can move between accounts, and their choice persists across sessions. See Multiple account access for a single user.
Gotcha: a customer's permissions still come from their profile, not the role alone — the profile decides whether they can change plans, cancel, or only view.
See User Roles, Editing a user, and Profiles & Permissions.
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