Customers

Enhance allows you to add an unlimited number of customers (organisations.)

To add a customer:

1. Open ‘Customers’ in the left side bar
2. Click ‘Add customer’
3. 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.

Owners 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.

Customers can be 'soft' and 'permanently' deleted.

Soft delete will delete a customer’s account but retain all data on your servers. A soft deleted customer can be restored using Enhance’s restore functionality.

To soft delete a customer:

1. Open ‘Customers’ in the left side bar
2. Click ‘Delete’ in the drop down menu of the customer you would like to delete
3. Click ‘Delete’ to confirm
   
   

Permanently delete will remove a customer’s account and data from your servers. Only soft deleted customers can be permanently deleted.

To permanently delete a customer:

1. Open ‘Customers’ in the left side bar
2. Click ‘Permanently delete’ in the drop down menu of the customer you would like to delete
3. Click ‘Permanently delete’ to confirm
   
   

Impersonating a customer allows you to access a customers 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:

1. Open ‘Customers’ in the left side bar
2. 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'.