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Customer Sites

Customer Sites let you track which releases are deployed to which customer environments. You can create sites, attach and detach releases, and export release data per site.

Overview​

  • Where: Customer Sites section
  • What: Manage customer deployment environments and their attached releases
  • Use case: Know what is deployed where, track deployment status, and export release plans per customer

Creating a customer site​

  1. Navigate to Customer Sites.
  2. Click Create Customer Site.
  3. Fill in:
    • Customer Name – name of the customer
    • Country – customer location
    • Site ID – unique identifier
    • Point of Contact – primary contact
    • Customer Type – Premium, Normal, or Free Tier
    • Description – optional details

Customer site types​

  • Premium – High-priority sites
  • Normal – Standard sites
  • Free Tier – Basic tier

Managing customer sites​

Viewing sites​

The table shows:

  • Customer name, country, site ID
  • Point of contact
  • Customer type
  • Number of attached releases

Filtering​

Filter by customer name, country, site ID, point of contact, or customer type.

Attaching releases​

  1. Open a customer site.
  2. Go to Manage Releases (or the site’s releases tab).
  3. Click Attach Release.
  4. Select one or more releases.
  5. Releases are then linked to that site.

You can detach releases when they are no longer deployed at that site.

Per-site release management​

For each customer site you can:

  • View all attached releases
  • See release status and versions
  • Track deployment dates
  • Add deployment notes
  • Detach releases when needed

View options​

  • List view – Table for quick scanning
  • Grid view – Cards with more detail

Exporting release data​

Export a site’s releases in Release Planner format to share with stakeholders or use in other tools.