Customer management

Question

Hi,

If someone could help me that would be great, i want to try set up my company so they will be customers and access the help portal only. But when i click on customers and then the person's name it comes up with the below page so i cant edit it.

I am an admin so i should be able to do anything but cant seem to. I also would love to know where i can access the whole team to be able to either remove/change password etc as i have looked at the help sheets and i cant seem to find it?

Many thanks,

Molly Marshall · Answer

Thank you for this, i have done that and then when i click in their name on that section it comes up with the screenshot above

Jack Brickey · Answer

Hi @Molly Marshall , you need to use the Add customer button to add them as a customer. You will enter their email in the subsequent screen.