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How to manage end-customers as a SaaS admin

As a SaaS provider, you will are able to create, manage and access accounts for your end-customers.

Please make sure to use your unique URL to accessQlik Application Automation for OEM, and log in with your SaaS admin account. Example URL to accessQlik Application Automation for OEM, for SaaS company ACME:

Qlik Application Automation for OEM supports various scenarios to manage your end-customers:

  • Self-service model: your end-customers activate their own integrations.
  • Full-service model: your Customer Success or Support team manages the integrations of your end-customers.

In the Full-service model, you will activate integrations inside the account of your end-customer inQlik Application Automation for OEM.

Step 1: Create a customer account

Make sure to create a new Account for each end-customer.

Access the Account of one end-customer using the Login to account icon or button (also called the spy icon).

Step 2: activate an integration for your customer

Inside the account of your end-customer, you can add one or more Integrations based on one of your templates, or you could build a new integration from scratch.

Step 3: invite your customer to authorize access to their cloud application(s)

Use the Invite button in the setup of an integration or under My datasources, to invite your end-customer to authorize access to their cloud applications, e.g. authorizing access to their CRM using oAuth, or providing an API key.

Invite button when adding a new datasource under My Datasources:

Inviting a customer to authorize access.

The new datasource popup. The Invite button is at the bottom-left.

Sending out the invite email:

The invite email popup.

The invite email popup. The fields are Email, Subject, Message, and Email to send confirmation.

Example invite email sent to your customer:

A customer's email.

An example email as the customer sees it.

Step 4: return to your SaaS Admin account

Use the spy icon in the top right corner to return to your SaaS Admin account.

Overview video

This video shows how to accessQlik Application Automation for OEM, how to create user logins for your internal team members, how to create Accounts for end-customers and how to activate integrations for one end-customer:

Manage end customers in your Hub as SaaS provider

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