Access and Manage Customers

Access and Manage Customers

Overview

The Customers module in OneEnterprise gives Partner Admins a central place to view, manage, and maintain their customer accounts. From the Customers menu, you can access a live grid of all provisioned customers, review their status and subscription details, search and filter records, and navigate directly to individual customer profiles.
Customer data loads from the OneEnterprise API, giving you real-time visibility into account health, subscription tiers, and region. The grid supports inline row expansion, column sorting, and advanced filtering so you can quickly locate records without leaving the list view.
The Customers module also includes full contact management. You can add, edit, and remove contacts linked to each customer record, keeping your account information accurate and up to date.

Key features
  1. Customer grid: View all provisioned customers with sortable, scrollable columns.
  2. Inline row expansion: Preview customer details without leaving the grid.
  3. Search: Filter the grid by customer name in real time.
  4. Column filters: Apply multi-criteria filters across status, edition, region, and more.
  5. Customer detail page: Access full company information, health indicators, and notes.
  6. Contact management: Add, edit, and remove contacts linked to each customer.

Access the Customers menu

  1. Sign in to the OneEnterprise portal.
  2. Select Customers from the left navigation sidebar.

Figure 1 — OneEnterprise dashboard. Select Customers in the left sidebar to open the module.
Info
The OneEnterprise dashboard displays the main navigation sidebar on the left. The Customers icon is highlighted, indicating the entry point for the Customers module. The main content area shows platform summary widgets and recent activity.
Notes
You must have Partner Admin permissions to access the Customers menu. If the Customers icon does not appear in your sidebar, contact your system administrator.

Browse the customer grid

  1. Review the customer grid that loads after you select Customers.
  2. Scroll right to view additional columns, including Health Score, Status, Edition, and Actions.
  3. Select any column header to sort the grid in ascending order. Select the same header again to reverse the sort.
  4. Select the expand icon on any row to open an inline summary of that customer's key details.


Figure 2 — The Customers grid lists all provisioned customer accounts.


  1. The Customers grid displays all provisioned customer accounts in a tabular layout.
  2. The toolbar includes Search, Filter, and column controls.
  3. Each row represents one customer account. Data loads from the OneEnterprise API.


Figure 3 — Left columns: Customer Name, Primary Contact, Email, Phone, and Region.

  1. The left side of the grid shows core customer identification fields.
  2. Column headers are selectable for sorting.
  3. The highlighted row shows the hover state, which reveals row-level action controls.


Figure 4 — Right columns: Health Score, Status, Edition, and Actions.

  1. Scrolling right reveals additional data columns.
  2. Health Score shows account health as a numerical indicator.
  3. Status shows Active, Inactive, or Suspended.
  4. The edition shows the subscription tier.
  5. The Actions column contains row-level controls visible on hover.


Figure 5 — Expand a row to view an inline customer summary without leaving the grid.

  1. Selecting the expand control on a grid row opens an inline summary panel beneath that row. Select the control again to collapse the row.


Figure 6 — Column headers support sorting. A sort indicator marks the active column.

  1. Selecting a column header sorts the grid by that column. An arrow indicator shows the current sort direction. Selecting the same header again reverses the sort.


Figure 7 — Scrolling horizontally reveals additional columns with subscription and health data.

The second set of visible columns includes Edition, Region, and Health Score. All column headers support sorting.

Search and filter customers

text

Search by customer name

  1. Select the Search field in the grid toolbar.
  2. Type the customer name or partial text. The grid filters results in real time.
  3. Clear the search field to return to the full customer list.


Figure 8 — The Search field filters the customer grid as you type.

Notes
The Search field appears in the grid toolbar. When selected, it expands to accept text input. As you type, the grid rows update immediately to show only matching records. The search is case-insensitive and supports partial matches.

Apply column filters

  1. Select the Filter icon in the grid toolbar.
  2. In the filter panel, set your criteria across one or more columns (Status, Edition, Region, Health Score, and others).
  3. Select Apply to filter the grid.
  4. Select Clear to remove all active filters and restore the full list.


Figure 9 — The Filter panel lets you apply multi-criteria filters across grid columns.

Notes
The Filter panel slides open from the right side of the screen. It lists filter criteria including Status, Edition, Region, and Health Score. The Apply button activates the selected filters. Active filters remain until you select Clear.

View a customer's details

  1. In the customer grid, hover over the row for the customer you want to review.
  2. Select the pencil (Edit) icon in the Actions column.
  3. The Customer detail page opens with the customer's full profile.
  4. Scroll down to view additional sections, including Notes and Contacts.


Figure 10 — Hover over a row to reveal the Actions column controls.

Hovering over a customer row reveals the Actions column controls. The pencil icon opens the Customer detail page. The three-dot icon opens a context menu with options including Delete. Both controls are visible only on hover.

Figure 11 — The Customer detail page shows company information as read-only fields.

The Customer detail page opens with the customer's company information at the top. Fields include Company Name, Account Type, Primary Contact, Region, and subscription details. All fields display as read-only text.

Figure 12 — Scroll down to view Notes, health indicators, and the Contacts section.

The lower portion shows the Notes field and the Contacts section listing all individuals linked to the customer account.
Note: Fields on the Customer detail page are read-only. To modify customer data, use the Edit Customer action described in Step 5.

Step 5 – Edit a customer record

  • In the customer grid, hover over the row for the customer you want to update.
  • Select the pencil (Edit) icon in the Actions column.
  • The Edit Customer form opens with the customer's existing data pre-filled.
  • Update the relevant fields.
  • Select Save to apply your changes.

Figure 13 — The pencil icon opens the Edit Customer form. A tooltip confirms the action.

The pencil icon appears in the Actions column when you hover over a customer row. A tooltip reading “Edit” confirms the action. Selecting it opens the Edit Customer form with all editable fields pre-filled.

Step 6 – Delete a customer

  • In the customer grid, hover over the row for the customer you want to remove.
  • Select the three-dot menu in the Actions column.
  • Select Delete from the menu.
  • Confirm the deletion in the confirmation dialog that appears.

Figure 14 — Select Delete from the three-dot actions menu to remove a customer record.

The three-dot menu expands to show available row-level actions. Selecting Delete triggers a confirmation dialog before the record is permanently removed.
Warning: Deleting a customer record is permanent and cannot be undone. Ensure you have removed or reassigned all contacts and linked records before you proceed.

Step 7 – Manage customer contacts

The Contacts section on the Customer detail page lists all individuals linked to a customer account. You can add new contacts, edit existing contact details, or remove contacts that are no longer relevant.

Figure 15 — The Contacts section lists all contacts linked to the customer account.

The Contacts section displays a list of contacts. Each row shows the contact's name, email, phone, and job title. Hovering over a row reveals the pencil (Edit) icon and the three-dot menu.

Add a contact

  • On the Customer detail page, scroll to the Contacts section.
  • Select + Add Contact.
  • Complete the contact form: First Name, Last Name, Email, Phone, and Job Title.
  • Select Save to add the contact to the customer record.

Figure 16 — Select + Add Contact to open the Add Contact form.

The + Add Contact button appears at the top right of the Contacts section. Selecting it opens the Add Contact modal.

Figure 17 — The Add Contact modal collects the new contact's details.

The Add Contact modal includes input fields for First Name, Last Name, Email, Phone Number, and Job Title. Fields marked with an asterisk (*) are required.

Edit a contact

  • In the Contacts section, hover over the contact row you want to update.
  • Select the pencil (Edit) icon for that contact.
  • Update the contact details in the Edit Contact form.
  • Select Save to apply your changes.

Figure 18 — Select the pencil icon to open the Edit Contact form for the selected contact.

Hovering over a contact row reveals the pencil icon. Selecting it opens the Edit Contact form pre-filled with the contact's existing details.

Figure 19 — The Edit Contact modal pre-fills the contact's existing details for easy updating.

The Edit Contact modal displays the contact's current values. Update the fields that require changes, then select Save.

Remove a contact

  • In the Contacts section, hover over the contact row you want to remove.
  • Select the three-dot menu for that contact.
  • Select Remove Contact.
  • Confirm the removal in the confirmation dialog.

Figure 20 — Select Remove Contact from the three-dot menu to unlink the contact from the customer.

The three-dot menu on a contact row expands to show contact-level actions. The Remove Contact option unlinks the contact from the customer. A confirmation dialog appears before the action executes.

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