How to manage your customers

To effectively manage your customers, NaviStack Customer Manager offers comprehensive tools tailored for Service Providers (MSPs) through subscription-based access.

Efficient customer management is pivotal for fostering strong relationships, optimizing operational workflows, and fueling business expansion.

Access Manage Customers

There are two (2) locations you can view and manage your customers from.

• From the side navigation click Company Profile. While viewing the profile, click the Customers tab.
• From the side navigation click NaviStack > Manage Customers.

Now, let's delve into managing your customers.

• Add customer
• Invite users

How to add customer

Before adding a customer, ensure you have the necessary details at hand:

• Company Name: The customer's company name (avoid using IDs).
• Industry: The primary industry of the customer.
• Number of Endpoints: The total number of customer endpoints.

With all the necessary information at your fingertips, let's proceed to add the customer to your profile.

1. Click on Add New.
2. Enter the customer's name.
3. Select their industry.
4. Input the number of endpoints.
5. Click Save.
6. Choose to close the dialog with OK or add another customer with Add Another.

For bulk additions, consider importing a CSV file. Refer to How do I import my customers? for guidance.

How to invite users

When inviting users to access your customer profiles, they will be granted administrator privileges by default.

1. Locate the customer from the list.
2. Click on the three dots and select Invite User.
3. Enter the email addresses of the users to be invited. If multiple, separate them with commas.
4. Once all emails are entered, click Send.

Repeat these steps for each customer user to be invited.

Efficient customer management not only streamlines operations but also strengthens customer relationships, ultimately driving business success.