Create, edit, disable Customer Users

Modified on Wed, 18 Jan, 2023 at 2:16 PM

If you are an Account Administrator, you will have the ability to create, edit and delete Customer users.

NOTE: In the Trransfer platform, 'Customers' are users who have access to the platform to book, pay for and manage reservations.

TABLE OF CONTENTS

Create New Customer
Edit Customer
Disable Customer

Create New Customer

On the left menu, go to the Corporate section, then Customer. Enter all mandatory fields on both the General and Contact tabs, then click 'Save'.

NOTE: The email address is the unique identifier and username.

Edit Customer

A Customer user has changed their phone number or their name was wrongly entered? No worries! Easily search for the customer and edit their details.

Disable Customer

It is a best practice to review and manage your user list on a regularly basis, e.g. monthly or quarterly, to ensure only the right personnel have access. Disable Customer users who no longer require login access or if they have left the organisation.

NOTE: The ability to delete Customers is currently not available to Administrators for audit reasons.