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Platform

Customers

To see a list of all your customers to whom you have issued licenses, select Customers in your side bar menu.

PT-Customers-Menu-Table.jpg

Go to the Actions column to view and edit their details:

  • Select the view view-icon-small.jpg icon for a customer to drill down to the customer level to view and further manage that customer.

  • Select the edit edit-icon-small.jpg icon for a customer to edit that customer's details.

Select the column column-icon.jpg icon to display the All Customers table column names. Slide each on and off to show or hide a column.

  • Name: Name of your customer.

  • Actions: View and edit customer details.

To add a new customer, see Add a Customer Account.