Features / Identity types

Customers

Represent external users of a business application with a customer-specific profile, credential and lifecycle policy.

Explore the design intent, review practical decisions and validate exact behavior against your deployed configuration.

Why it matters

Make the policy understandable before you automate it.

External users may share an email domain, device or application with employees, but should not inherit workforce privileges simply because they use the same platform.

Design intent

Make responsibility explicit

Keep customer attributes and actions aligned with the customer lifecycle and define how an identity is reclassified when the person’s relationship with the organization changes.

Worked scenario

See it in context

A customer can manage allowed account details and recovery methods without receiving the internal employee dashboard or administrator routes.

Boundary to verify

Do not rely on interface alone

Confirm enforcement at the relevant server, API, resource or operational decision point. A hidden button or an informative dashboard is not, by itself, an authorization control.

Practical path

From intent to verified outcome.

Use these stages as a review guide. Exact settings and enforcement points depend on the configured deployment and connected systems.

01

Define the boundary

Identify the actor, target resource and operation that customers is meant to govern.

02

Configure the policy

Keep customer attributes and actions aligned with the customer lifecycle and define how an identity is reclassified when the person’s relationship with the organization changes.

03

Exercise the edge cases

A customer can manage allowed account details and recovery methods without receiving the internal employee dashboard or administrator routes. Also test the path that should be denied, deferred or sent for review.

04

Review the outcome

Check that the resulting state is understandable and that the decision can be investigated later. For audit-enabled operations, confirm the relevant actor and context are captured.

Before rollout

Questions worth answering.

A capability is easier to operate when ownership, failure behavior and verification are defined upfront.

  • Confirm the subject, resource and scope affected by customers.
  • What makes an identity a customer, and how are changes to that classification controlled?
  • Test the expected path and at least one denied, expired or incomplete path.
  • Make ownership, failure handling and review evidence clear before rollout.

This page describes a design approach based on WebFrolic’s documented product model. Verify feature availability and exact behavior in your environment before relying on it for a control requirement.

Related capabilities

Explore what connects to this.

Follow the related areas to understand how this capability fits within identity, access, lifecycle and operations.

Evaluate with your scenario

Start with a concrete workflow.

Share the identities, resource boundary and decision you want to test. The walkthrough can focus on the relevant behavior rather than a generic feature tour.