Customers

The Customers screen displays an overview of the customer accounts that have been created in your company. To access the Customers screen, click on Customers in the sidebar.

The Customers overview has one row for each customer account. Each row has several columns that can be used to learn about and take action on the customer:

• Image: Displays the customer's profile picture so that you can easily scan the table of information for the customer you are looking for.
• Name: Displays the full name of the customer.
• Email: Displays the customer's email address.
• Address: Displays the customer's mailing address.
• Status: Displays the current status of the customer. Customers can have a status of Active, or Inactive.
• Disk Usage: Displays how much of a customer's disk space quota is being consumed.
• File Usage: Displays how much of a customer's file quota is being used.
• Action: Displays an ellipsis menu that can be used to take actions on the customer. This menu allows you to delete the customer, and edit the information associated with the customer (like name, email address, contact information, and status).

Creating New Customers

To create a new customer, click the New Customers button that appears at the upper right of the Customers screen. This will open the Create Customer Account modal screen.

To create the new customer, enter the customer's name, email address, and other information into the Create Customer Account modal screen. After entering the customer's information, click the Create Account button.

Exporting Customer Information

The data in the Customers overview can be exported for analysis or compiling into a report. The data can be copied to your clipboard (so that you can paste it into a document), or it can be exported in Microsoft Excel or comma separated value (CSV) format. To export the data, use the buttons that appear above the Customers overview.