Navigating the Customers' section

Created by StorAxxS Support, Modified on Mon, 16 Sep, 2024 at 8:04 AM by StorAxxS Support

These settings are only editable by users with site manager permissions or higher.

The Customers section of the Admin Dashboard has several subsections that are related to a customer's details, bookings, access, door operation history, payment history and PIN codes.

This article contains:

Customer List
Create New Customer
Customer Details page
Edit a Customer
Update a Customer's Password
Delete a Customer
- Related Articles:

Customer List

Selecting Customers from the left hand menu will bring you to the Customer List page. Here you will see a list of registered customers for the site you currently have selected in your site dropdown list.

Selecting any listed customer's name will take you to the Customers Details page

Create New Customer

To add a new customer to the system, follow these steps

Select the New button in the top left corner when viewing the customer list
The New Customer page will display
Complete the Create Customer form
Select Save

Customer Details page

The customer's details are displayed in the left pane of the page.

Access Control tab

Lists the storage units that the customer can access
Via the 'Door Control' dropdown, the user can operate the customer's storage unit door
Via the 'Action' dropdown, the user can edit and delete access permissions
Via the 'New' button, the user can manually create access permissions

NOTE: the 'Door Control' dropdown can also be used to manually overlock a unit. Please see the How to Manually Overlock a Unit article for detailed information relating to this section.

Activity tab

Lists the logged door operation activity
Select the arrow icon to display the snapshot associated with the logged activity

PIN Codes tab

Enables the user to create, edit and delete the customer's PIN codes
Please see the Managing Customer PIN Codes article for detailed information relating to this section

Edit a Customer

To edit a customer’s details, follow these steps

Select a customer from the customer list page
At the top left, select Actions > Edit
Edit the applicable details
Click Save to apply your changes or Cancel to discard them

Update a Customer's Password

Update Customer Password

Updating a customer password via the actions dropdown

To update a customer's password, follow these steps:

Select a customer from the customer list page.
At the top left, select Actions > Change Password.
Type the new password and then repeat it.
Select Save Password.

Delete a Customer

To delete a customer, follow these steps:

Select a customer from the customer list page.
At the top left, select Actions > Delete.
Click Delete to permanently remove the customer.