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Managing Customer Sites

Learn how to create and manage customer sites in Release Pilot.

Creating a Customer Site​

Step 1: Navigate to Customer Sites​

Go to the Customer Sites section in your project.

Step 2: Click Create Customer Site​

Click the "Create Customer Site" button.

Step 3: Enter Customer Information​

Fill in the required fields:

  • Customer Name: The name of the customer organization
  • Country: Customer location
  • Site ID: Unique identifier for this site
  • Point of Contact: Primary contact person's name
  • Customer Type: Select Premium, Normal, or Free Tier

Step 4: Add Optional Details​

Optionally add:

  • Description: Additional information about the customer site
  • Address: Physical address
  • Contact Email: Email address
  • Contact Phone: Phone number

Step 5: Save​

Click "Save" to create the customer site.

Managing Customer Sites​

Viewing Customer Sites​

View all customer sites in a table with filtering options:

  • Filter by customer name
  • Filter by country
  • Filter by site ID
  • Filter by point of contact
  • Filter by customer type

Editing Customer Sites​

  1. Click the menu (three dots) on a customer site row
  2. Select "Edit"
  3. Update the information
  4. Save changes

Deleting Customer Sites​

  1. Click the menu on a customer site row
  2. Select "Delete"
  3. Confirm the deletion

Note: Deleting a customer site will also remove all attached releases.

Attaching Releases​

See the Attaching Releases guide for details on linking releases to customer sites.