Managing Customers

Filter the customer list

Use the search options above the table to locate specific partner companies based on criteria.

• Search for customers: Type the company name of the customer or a partial string to locate customers and press ENTER or click anywhere on the screen to view customers matching the search string

• Vendor: Select a vendor from the drop-down list to view only customers licensing products from the specified vendor

• Product/Service: Select a specific product/service name to view only customers currently licensing that product/service

• License status: Select a specific license status to view only customers with related licenses

• Company status: Select Enabled or Disabled to filter the customers that display in the table

Create a customer

Click Create Customer to add a new customer to the list.

For more information, see Creating a Customer Account.

Import customers

Click Import Customers to add multiple new customers by uploading a CSV file.

For more information, see Importing Customer Accounts From a List.

Manage individual customer settings

Click a Company name in the list to manage individual customer service plans, accounts, and profile.

For more information, see Managing Individual Customers.