Creating or Updating Customers

To create or update a customer, follow the below process.

Personas

• Super Administrator

To Create a New Customer:

1. Login to the application as a Super Administrator.
2. On the Overview page, click Total Customers tile. Alternatively, click Customers.
   
   
   Figure: Customers page
   
   
3. On the Customers page, click +New Customer. The New Customer pop-up page is displayed.
   
   
   Figure: New Customers pop-up page
   
   
4. Click +Create. The new Customer is created.

Field Description

The following table describes the fields on the New Customer pop-page:

To Edit:

1. Navigate to the Customers list page.
2. Click  icon and then click Edit Customer. The Edit Customer pop-up page is displayed.
   
   
   Figure: Customers page
   
   
3. Edit the required details and click Update.