Manage customer organisations
Search customer organisations, review owners and subscriptions, and open a customer workspace.
Where Customers
What this is for
- Find customers by organisation or owner.
- Filter the list by status or package.
- Review package and website counts.
Before you start
- Know the organisation name, owner email or organisation ID.
- Confirm whether you only need to view the account or intend to change packages, users or websites.
Steps
-
1
Open Customers from the main navigation.
-
2
Use status, package and search filters to locate the organisation.
-
3
Confirm the organisation, owner, package count and website count.
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4
Select the customer row to open its Websites, Emails, Packages and Users areas.
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5
Use row or customer actions only after confirming the organisation ID.
Check it worked
- The opened workspace shows the expected organisation name, owner and ID.
- Its Websites, Emails, Packages and Users totals match the customer you intended to manage.
Tip
When customers have similar names, use the owner email and organisation ID together before opening actions or impersonating the account.
What the controls do
| Control | What it means |
|---|---|
| Status filter | Shows customers in the selected lifecycle state. |
| Package filter | Shows organisations subscribed to a selected package. |
| Organisation ID | The unique reference used by support and API operations. |