My Customers
The My Customers page allows you to organize, manage, and monitor your customers. You can view and modify their information, configure their system, and provide support services such as sending a “Forgot Password” email.
- Moving a Controller between Customer Accounts
- How do I add a new customer?
- Customers and Controllers Overview
- Managing Another Contractor
- Moving a Customer Under Sub-Contractor Account
- How to Add an Email Address to a Customer's Account
- How Do I Give a Customer Access to the Controller in My Account?
- How can I change the email of my customer?
- How do I move the controller back to customer's account?
- How can I register as a contractor?
- How do I remove a customer?
- How to configure customers controllers.
- How do I add a controller as a contractor?
- Managing Customer Plans
- How can I add or delete a user on my account?
- How do I send activation or lost password email?
- Can I manage my customers files?
- How can I manage my customers controllers?
- Limit Customer Access
- Viewing Changes to Customer
- Customer Messaging
- Edit Customer Organization