Add, Edit and Delete Customers

Add Organization

  1. From Featured Applications view, select 'Organizations & Users' (O & U) application.

  2. While on Organizations, Click '+' to add new organization.

  3. Enter Organization Name and Description. click on 'Save' to add organization.

Edit Organization

  1. To edit existing organization, select hamburger menu (Fig. Organization Hamburger Menu) on the organization.

Chose Edit Organization from the displayed menu.

2. Make changes to name or description and click on 'Save'.

Delete Organization

On context menu (Hamburger Menu) of Organization, select Delete Organization and Confirm deletion.

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