How to View and Manage End Customers in Xvantage™

Overview:

This document outlines the steps on how to view and manage end customers within Xvantage.

Process:

1. Log in to Xvantage.

2. From the left navigation menu select My Business, then select End Customers.

3. Here, you can perform actions on End Customer records based on your job role and permissions. These actions include:

   • Manage cloud users

   • Add end customers

   • Perform actions such as Delete or View/ Manage an End Customer

4. End customer records can be updated or deleted to:

   • Restrict unauthorized access

   • Eliminate redundant records

   • Reduce inactive customer records

   Note:

   Only customers that do not have active subscriptions can be deleted.