Manage Customers
The Manage Customers page shows customer information.
You can search, sort, and filter the following information to locate a customer.
ID. A system-generated, read-only unique ID created for the customer.
Name. The customer (business entity) name.
Email. The email address for a customer contact.
Company. The company to which the customer is assigned.
Status. The customer status, which can be active or deactivated.
You cannot directly edit information on the Manage Customers page. The Actions column is to manage customer details, for example, edit, Activate or Deactivate the customer.
Required Roles
To view and manage customers, the following roles are required:
Company Admin for view-only access.
Super Admin for full access to add, edit, activate, or deactivate a customer.