Customer Workspace

What this page is for

This page explains how to use the customer page once a customer already exists.

When to use it

Use the customer page when:

• you are working on one customer specifically
• you need to manage that customer’s saved Azure access
• you want to run another review without selecting the customer again

How to use it

Reviews tab

Use this tab to:

• open reviews for this customer only
• check whether a review completed
• download a report for this customer
• start the next review from the same customer context

Connections tab

Use this tab to:

• add a reusable Azure connection
• edit an existing connection
• validate or revalidate connection access
• remove a connection that is no longer useful

Start a review from here

If you already know the review belongs to this customer, this is usually the best place to launch it. The customer is preselected and the saved connections are already in the right context.

What to expect

The customer page is meant to become the operational home for repeat work on that customer. Once the first review is done, this page is often more useful than the generic dashboard.

Common mistakes

• launching from a generic page when you already know which customer the review belongs to
• forgetting to validate a saved connection before an important rerun
• assuming the customer page is only for setup and not for ongoing review work

Next step

• Adding a connection
• Creating a review