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

Add users

  1. Click on the + Add customers > + Create new customer button.

  2. Enter the email address, name, and company information

  3. Click on the Create customer button.

Edit customers

  1. Find the customer you'd like to edit and open the drop-down menu.

  2. 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.

Delete customers

  1. Find the customer you'd like to delete and open the drop-down menu.

  2. 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.

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