How to edit, or delete customers

To add customers or invite customers users, refer to How do I manage my customers?

How to edit customers

Editing a customer's information is limited to their name, industry, and endpoints.

1. Navigate to NaviStack from the side menu.
2. Select Manage Customers.
3. Locate the customer you wish to edit from the displayed list.
4. Click the three-dot icon and choose Edit Customer.
5. Apply the desired changes.
6. Save your edits.

For more detailed editing of customer profiles, please refer to the available customer views in the following section: What customer views are available?

How to delete customers

Deleting a customer will permanently remove all associated data, including users. Proceed with caution as this action cannot be undone.

1. Navigate to NaviStack from the side menu.
2. Select Manage Customers.
3. Locate the customer you wish to remove from the displayed list.
4. Click the three-dot icon and choose Delete Customer.
5. Confirm the deletion.
6. Click Delete to permanently remove the customer and their data.