The Customer accounts view

Use this view to manage customer accounts in Admin Center.

To access this view in Admin Center:  Click a Customers node in the administration tree. The Customers view can appear as a child node of a partner or a customer group.

Use this view to add customer accounts and group accounts.

ADD

Displays a view that you can use to add a new customer account.

ADD GROUP

Displays a view that you can use to add a new customer account group.

NAME The name of the customer account.
EXTERNAL ID A value you can use to identify the customer account in an external system, such as your target system.
PROCESS Shows which document process the account belongs to.
GROUP Determines whether you want to display individual customer accounts, groups or both.
STATUS Displays the current state of the customer account, activated or deactivated.
PAUSED Displays the current state of the customer account, paused or not paused.
Displays a context menu with actions you can perform on the account.
  • Open in new tab - Opens the customer account settings in a new tab.

  • Activate - Activates the account. It can take up to one minute to activate an account.

  • Deactivate - Deactivates the account.

  • Pause - Pauses the account.

  • Resume - Resumes the account.

  • Move - Displays a dialog that you can use to move the account to a different group.

    This button only appears if the account is already in a group.

  • Group - Displays a dialog that you can use to assign the account to a group.

  • Ungroup - Displays a dialog that asks if you want to remove the account from the current group, returning ownership to the parent account.

    This button only appears if the account is already in a group.

  • Copy - Displays a dialog that you can use to copy the current customer account.

  • Delete - Displays a dialog that asks if you want to delete the account.