In this section:
To manage customers in your Simplesat account, head over to the Customers tab > + Add customers.
You can either import the customers via CSV file or manually add them by clicking the + Create new customer from the drop-down list.
Only users with appropriate roles and permissions have access to add, edit, or delete customers. Learn more about user roles and permissions
Click on the + Add customers > + Create new customer button.
Enter the email address, name, and company information
Click on the Create customer button.
Find the customer you'd like to edit and open the drop-down menu.
Click on Edit, update the information, and click the Edit customer button to save the changes.
Note: The email address is connected between the customer and their information. Thus, it's not editable.
Find the customer you'd like to delete and open the drop-down menu.
Click on Delete > Delete customer to save the changes.
Note: All the feedback submitted by the customer will remain on your account and will be displayed as Anonymous feedback.