Set up a customer

This guide is for the installation administrator. A customer developer starts with Getting started and does not need Provider credentials, merchant configuration or installation access.

Prepare the service

1. Configure the platform currency in Admin → Settings and a supported gateway in Admin → Payment gateways. Workspace features remain unavailable until this prerequisite is satisfied. See payment configuration.
2. Connect and qualify the intended models in Admin → Providers. A saved credential does not establish that a model is available for customers.
3. Publish customer selling prices in Admin → Pricing. Keep upstream purchase prices and platform margins in administration; they are not customer charges.
4. Enable the supported member sign-in method for the deployment before handing over access.

Create the customer and workspace

Open Admin → Customers → New customer. Enter the company name and create it. The company uses the configured platform currency and starts with no funds or approved credit. A separate company has its own funds; adding another workspace to an existing company shares that company’s funds.

The setup dialog opens after creation. Create the customer’s workspace, review its suggested slug, and save. Chinese names produce a pinyin suggestion. You can edit the suggestion before saving; changing the name does not overwrite a slug you have edited.

Use Set up on the customer row to resume saved steps later. If creation is unconfirmed, retry the same saved request or reload saved setup. Do not create another customer merely because a response was lost.

Give the owner access

Create the company owner in the setup dialog. This owner manages users and all workspaces in that company, including shared funds. It does not grant installation administration or access to other customer companies.

Configure the owner’s supported password sign-in and arrange a secure handoff of the sign-in address and credentials. Niu does not send an invitation email. An existing configuration shows its saved email; Reset password is an explicit operation that signs the owner out of existing sessions. If saving is unconfirmed, reload the saved configuration before deliberately setting a new password.

Ask the owner to sign in using the ordinary /login page and confirm the expected company and workspace. Do not give them the installation administrator credential.

Verify the first useful request

The owner should use Settings → Credits to review available credits and the supported top-up methods. Verify a top-up through its saved funding record; merely returning from checkout does not prove payment. Installation administrators inspect customer funds in Admin → Account balances. Approved credit and noncash gifts are separate from verified payments.

Have the owner or an authorized workspace member open Models, select an available text model, and create a workspace API key with the intended grants and limits. Follow the customer Getting started guide for the request. Afterward, inspect Logs for the result and Activity for customer charges. Missing usage or an unsettled charge is not zero cost. An uncertain request should be investigated before another submission.

Creating a company, owner or key does not prove funding, model availability or a successful request. The setup dialog links to the relevant checks; it does not certify them automatically. Mock payments simulate only payment: model calls can still incur real upstream costs, so keep the environment and API keys private.

本指南面向安装实例管理员。客户开发者请直接从快速入门开始，无需模型供应商凭证、商户支付配置或安装实例管理权限。

准备平台服务

1. 在管理后台 → 实例设置（Admin → Settings）中配置平台结算币种，并在管理后台 → 支付网关（Admin → Payment gateways）中配置受支持的支付网关。在满足此先决条件前，工作空间功能将保持不可用。请参阅支付配置。
2. 在管理后台 → 模型供应商（Admin → Providers）中连接并验证拟提供的模型。仅保存 API 凭证并不代表该模型已可供客户调用。
3. 在管理后台 → 定价配置（Admin → Pricing）中发布客户销售价格。请将上游采购价与平台毛利保留在管理后台中；它们不是面向客户的收费标准。
4. 在交付访问权限前，请先为当前部署启用受支持的成员登录方式。

创建客户公司与工作空间

打开管理后台 → 客户管理 → 新建客户（Admin → Customers → New customer），输入公司名称并创建。该公司将使用已配置的平台结算币种，初始状态下没有资金或已批准的授信额度。独立的公司拥有各自独立的资金账户；而在现有公司下新增工作空间则会共享该公司的资金池。

创建完成后会自动打开配置向导对话框。创建客户的工作空间，核对系统建议的 slug（可读路径标识）并保存。中文名称会自动生成拼音建议。您可以在保存前编辑该 slug；后续修改显示名称不会覆盖您已编辑过的 slug。

您可以随时点击客户行上的配置（Set up）继续完成已保存的步骤。如果创建结果尚未确认，请重试同一笔已保存的请求或重新加载已保存的配置，切勿仅仅因为丢失了响应就重复创建另一个客户。

为公司所有者开通访问权限

在配置对话框中创建公司所有者（owner）。该所有者可管理该公司下的成员及所有工作空间（包括共享资金），但不会获得安装实例管理权限或访问其他客户公司的权限。

为该所有者配置受支持的密码登录凭证，并通过安全渠道交付登录地址与凭证。Niu 不会自动发送邀请邮件。已有配置会显示已保存的邮箱；重置密码（Reset password）是一项显式操作，会使该所有者现有的登录会话全部下线。如果保存结果未确认，请先重新加载已保存的配置，再决定是否设置新密码。

请让所有者使用普通的 /login 页面登录，并确认能看到预期的公司与工作空间。切勿向客户交付安装实例管理员凭证。

验证首次有效请求

所有者应通过设置 → 额度与充值（Settings → Credits）查看可用额度与受支持的充值方式。请通过已保存的资金入账记录核实充值结果；仅从结账页面跳转返回并不能证明付款已结算。安装实例管理员可在管理后台 → 账户余额（Admin → Account balances）中核查客户资金。已批准的授信额度与非现金赠金独立于已核实的付款。

请让所有者或经授权的工作空间成员打开模型（Models），选择一个可用的文本模型，并创建一个包含预期模型授权与限额的工作空间 API 密钥。按照面向客户的快速入门指南发起请求。随后在请求日志（Logs）中检查执行结果，并在活动（Activity）中查看客户费用。缺失用量或尚未结算的费用不代表零成本；对于状态不确定的请求，应在再次提交前先行排查。

创建公司、所有者或密钥本身并不证明资金已到位、模型已可用或请求已成功。配置对话框会提供相关检查项的跳转链接，但不会自动替您完成验收。模拟支付（Mock payments）仅模拟支付环节：模型调用仍可能产生真实的上游费用，因此请务必保持环境与 API 密钥私密。