Customer Management

Customer Management in Enhance

Enhance allows administrators (Master organizations and Resellers) to manage customers, websites, and email accounts efficiently. Here’s a guide for the key actions in customer management:

Add a Customer

To add a new customer (organization or individual):

1. Navigate to Customers in the left sidebar.
2. Click Add customer.
3. Complete the following fields:
   • Organisation name: Enter the customer’s company, organization, or full name (for individuals).
   • Owner's email account: Input the primary contact’s email. If the email is not associated with an existing account, you’ll be prompted to create a new user (name and password required).
4. Click Add to finish.

Soft and Permanently Delete a Customer

1. Soft Delete: Temporarily disables a customer’s account, making it inaccessible. Their websites and emails will be disabled, but their data can be restored.

   • Go to Customers and click Delete in the customer’s dropdown menu.
   • Confirm by clicking Delete again.

   Soft deleted customers will be automatically removed as per your platform’s deletion schedule.

2. Permanently Delete: Fully removes the customer's data and account (including backups). This action is irreversible.

   • After soft deleting a customer, click Permanently delete in the dropdown menu.
   • Confirm by clicking Permanently delete again.

   Restoring data from external backups is required for permanently deleted customers.

Impersonate a Customer

Impersonating a customer allows you to troubleshoot by viewing their account as if you are them. Actions performed during impersonation will be visible in the customer’s logs.

To impersonate a customer:

1. Go to Customers and select Impersonate customer in the customer’s dropdown.
2. A yellow bar will appear at the top of your browser, indicating that you are impersonating the customer.
3. To return to your admin account, click Back to admin.