How to manage and edit customer data

Manage your customers

In the TokenSuite, the "Investors" menu item allows you to manage and edit customer data. Clicking on this section takes you to a list overview of customers with a search form.

In the upper area, a search through customer data is possible.

The column "Activated" with the status "activated" or "deactivated" indicates whether a customer account has been unlocked. The column "Verified" with the status "yes" or "no" indicates whether a customer has been verified. For example, the status "activated" and "Verified - yes" is set when the customer clicks a verification link sent to their email address after registration, thereby successfully confirming the accuracy of the email address.

In the "Actions" column, the option is available to display customer orders, view customer details, or edit customer information.

The next section demonstrates how to edit customer data.

Edit Customer Data

In the "Edit Customer" section, it is possible to adjust various data and functions.

In the "Account credentials" section, various functions can be adjusted:

1. The password can be changed.

2. The customer account can be "activated" and "deactivated". This means the customer will no longer have access to their customer area in the frontend.

3. The status "verified" can be set to "yes" or "no". For example, "Verified - yes" is automatically set by the system when the verification link sent to the customer's email address after registration has been successfully confirmed.

4. It is shown here whether the customer is using and has successfully activated 2-factor authorization.

In the "Customer Details" section, various data and roles can be adjusted:

1. First and last name can be edited.

2. The customer's email address can be edited.

3. The customer can be assigned to a group:

   • Individual

   • Institution

   • Exchange

   • Representative

There is the possibility to assign a customer an individual user role:

In the product "Marketplace":

• Collector (→ the customer is allowed to buy NFTs)

• Artist (→ The customer is allowed to create and sell NFTs)

In the "Additional Information" section, further data can be adjusted:

• Among others, the phone number and mobile number

• Account Type

  • Personal

  • Representative

  • Company

In the "Profile Information" section, data can be adjusted that appear in the customer's profile in the frontend:

• Profile Name

• Profile Description

• Media = Avatar or Profile Picture

In the "Wallet" section, the following is displayed:

• Wallet Type

• Wallet Address

• Default Wallet

Important: After making any changes to the data, the changes must be saved.

In the customer list, there is an option "Show" to display customer details.