Customers → Account portfolio lists the account manager's customers with tier, services, open work and renewal dates.

your-workspace/#/portfolio

All customers lists every organisation with segment, region and owner.

your-workspace/#/customers

your-workspace/#/customer?id=CUS-00142

The header shows segment, region, sub-accounts, KYC status, renewals due, strategic rating, customer since date, account owner and delivery lead. Below it: active services, current impacts, open requests and cases, contract value, Needs attention now and the account's next step.

Actions: Contact, Log interaction, Create task, Raise request.

your-workspace/#/customer?id=CUS-00142

Each contact has:

• Roles: authorised (signs requests and contract changes), technical (receives service notices), escalation (level 2 for P1 and P2 faults).
• Email and telephone, and a preferred channel.
• Consent per purpose and channel.

Roles and consent determine who receives outage notices and service notices and who can approve contract changes.

your-workspace/#/customer?id=CUS-00142

Each subscription shows offering, site, lifecycle, live state, SLA class and SLA standing (on track, at risk, breached).

your-workspace/#/service?id=NBI-DIA-00412

KYC & documents lists registration documents, verification status and next review date.

your-workspace/#/customer?id=CUS-00142

Important dates on the overview: customer since, MSA notice date, MSA end, next KYC review, priority review.