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Documentation Index

Fetch the complete documentation index at: https://docs.rapidly.tech/llms.txt

Use this file to discover all available pages before exploring further.

Managing Customers

Rapidly has a built-in feature to view and manage your Customers. Everyone who has ever purchased something from you will be recorded as a Customer to your Workspace. You’re able to see past purchases and file share transactions, as well as some additional metrics.

Customer Types

Customers can be one of two types:
  • Individual — A single user (the default).
  • Team — A customer that can have multiple members with different roles. Useful for seat-based pricing. Once upgraded to a team, a customer cannot be downgraded back to individual.

Short ID

Each customer is assigned an 8-character base-26 short ID for easy reference and display in the dashboard.

Payment Methods & Billing

Customers can have associated payment methods and a billing address on file, managed through the API or the customer portal.

OAuth Account Linking

Customers can link third-party accounts via the customer portal:
  • Microsoft — Link a Microsoft account for identity verification.
  • Discord — Link a Discord account for community integration.

External ID

Quite often, you’ll have your own users management system in your application, where your customer already have an ID. To ease reconciliation between Rapidly and your system, we have a dedicated external_id field on Customers. It’s unique across your workspace and can’t be changed once set.

Metadata

You may set additional metadata on Customers. This can be very useful to store additional data about your customer you want to be available through our API and webhooks. It can be set through the dashboard or through the API.