Learn how to manage customers on the system.
To view details, edit, or delete customers, login as admin, then click on Customers on the left-hand side.
Identify customer
All the customers will be listed. Find the customer you want by using any of the following filters.
- Organization ID: enter organization ID in the text box.
- Customer name: enter the customer name in the text box.
- C.R number: enter the customer’s commercial number.
- Package: filter customers by their packages.
- Status: filter customers by their statuses (Active/ inactive)
- Devices: filter customers by their devices.
- Region: filter customers according to their region.
After identifying the customer, you can register / unregister customer from Wasl / SFDA services by altering the button under “Wasl / SFDA” registration buttons.
To unregister:
- If the customer is registered, the button color will be red.
- Click on the unregister button.
- A confirmation message will show. Click on yes. The button color will turn green.
To register:
- When the customer isn’t registered the button color will be green.
- Click on the register button.
- If any info is missing it’ll be displayed. Complete the missing info.
- After completing the missing info, click on register.
View Customer details
To view customer details, select the customer, then click on details on the right-hand side.
- All the customer details will be displayed.
Edit Customer
To edit customer, select the customer, then click on the “edit” button on the right-hand side.
- All the customer details will be displayed in editable fields.
- Change the details you need. Then click on save on the lower section.
- Customer user name can’t be modified.
Delete customer
To delete customer, select the customer, then click on the “delete” button on the right-hand side.
- A confirmation message will be displayed.
- Click on yes to confirm deletion.
