Customer management

Customer management section is used to manage the group membership and roles of customers (contacts) .

Default groups

The following are the default customer groups in an org.

• Customers: All external members (customers) of the organization. Any new customer is added to this group by default.
• Customer Admins: Users who can manage the customer inquiries of their workspace. Workspace admins and other customer admins can add customers to this group.
• Verified Customers: All verified external members (customers) of the organization.

Create a new group

1. In Settings > Customer management > Groups, click + Create new.
2. Select the type of group you want to create (static or dynamic).
3. Fill in the group details.
4. If creating a static group, add customers to the group by using their email or name.

Update a group

Default groups cannot be updated.

1. In Settings > Customer management > Groups, select the group you want to update.
2. Click Edit.
3. Make your changes and save.

Manage group members

Admins can add or remove members from any group.

Add members to a static group

1. In Settings > Customer management > Groups, select the static group.
2. Click Add Customers.
3. Enter the email addresses or names of the customers to add.

Remove members from a static group

1. In Settings > Customer management > Groups, select the static group.
2. Find the member you want to remove in the list view.
3. Click the cross button (⨯) next to the member's name.