Hub Help

Manage Customers

The Manage Customers page shows customer information.

Manage customers

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.

  • Account. The account 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:

  • Account Admin for view-only access to User Admin > Customers.

  • Super Admin for full access to User Admin > Customers to add, edit, activate, or deactivate a customer.

Last modified: 03 October 2024