Customer Management
Enhance allows you to add an unlimited number of customers (also known as organisations). A Master organisation and a Reseller can manage all their customers, customers’ websites and email accounts, service status, impersonate a customer and more from the ‘Customers’ management page.
Add a Customer
To add a customer:
- Open Customers in the left side bar
- Click Add customer
- Complete the form and click Add to finish
Organisation name - This is the name of the company, organisation or customer. If the customer is an individual we recommend you use their full name.
Owner’s email account - This is the email address for the primary contact of the organisation. If the owner does not have an existing login you will be promoted to create a new user account. To create a new user you will need to input a full name and a password.
Soft and Permanently Delete a Customer
A customer can be Soft and Permanently deleted.
Soft delete will set a customer’s account to deleted, this will stop a customer accessing their account and set all their websites, emails etc to disabled. A soft deleted customer can be restored almost instantly using Enhance’s restore functionality.
A customer that has been soft deleted will automatically be permanently deleted from your Enhance cluster as per your platform’s permanently delete schedule. You can adjust a permanently delete schedule by visiting your platform settings.
To soft delete a customer:
- Open Customers in the left side bar
- Click Delete in the drop down menu of the customer you would like to delete
- Click Delete to confirm
Permanently delete will completely remove a customer’s account and data from your servers including backups. Only soft deleted customers can be permanently deleted.
To permanently delete a customer:
- Open Customers in the left side bar
- Click Permanently delete in the drop down menu of the customer you would like to delete
- Click Permanently delete to confirm
Impersonate a Customer
Impersonating a customer allows you to access a customer’s account to help troubleshoot any issues that may occur. While impersonating a customer, you will see exactly what the customer sees.
To impersonate a customer:
- Open Customers in the left side bar
- Select Impersonate customer in the drop down menu of the customer you would like to impersonate
A yellow bar will appear at the top your browser to indicate you are impersonating a customer’s account. You can return to your own account by clicking Back to admin.