Managing Customers

The Customers page displays a complete list of all registered customers along with their contact details. Administrators can search for specific customers, create new customer accounts, edit existing information, or remove accounts when required.

This centralized view makes customer management simple and efficient.

The customer table provides a detailed overview of all registered users.

The table is designed to help administrators quickly locate and manage customer accounts.

Use the search field located at the top of the page to find specific customers.

The Add Customer button allows administrators to create a new customer account.

Customer records can be updated whenever information changes.

Deleting a customer may permanently remove associated account information. Ensure the account is no longer required before proceeding.

The customer list supports pagination for easier navigation.

This helps maintain performance and improves usability when managing large customer databases.

The Edit Customer page allows administrators to update customer account information, manage login credentials, and configure notification preferences. This page helps ensure that customer records remain accurate and up to date.

Each section can be accessed through the tabs at the top of the page.

The Details tab contains the customer’s basic account information.

All changes remain editable until they are saved.

The updated information becomes available immediately after saving.

Administrators can control whether a customer account is active.

Changing the account status does not remove customer data.

The Password tab allows administrators to update the customer’s login password.

Use a strong password containing a combination of letters, numbers, and special characters to improve account security.

The Notification tab allows administrators to manage customer notification preferences.

Administrators can enable or disable these notifications as required.

After selecting a customer from the customer list, the Customer Details page displays the customer’s profile on the left and subscription-related information on the right. Tabs allow you to switch between Subscription and Payment details without leaving the page.

The profile section displays the customer’s basic account information.

This information helps administrators quickly verify the customer’s identity before making any account changes.

The Edit Customer button allows administrators to update customer information.

The Subscription tab displays the customer’s active and previous subscription plans.

This information helps administrators monitor the customer’s subscription usage and plan limitations.

The Assign Plan button allows administrators to assign a new subscription plan to the customer.

Once assigned, the customer’s subscription information is updated immediately.

The Status column displays the current state of the customer’s subscription.

Monitoring subscription status helps ensure uninterrupted access to platform features.

Each subscription includes usage limits that define the customer’s available resources.

Unlimited plans display Unlimited for applicable limits.

The Payment tab provides access to the customer’s payment history and billing information.

Administrators can review payment records to verify completed transactions, monitor subscription renewals, and track billing activity.

The Add Customer page allows administrators to create a new customer account in TextGem. The setup process is divided into three simple steps: entering customer information, creating login credentials, and configuring notification preferences.

The customer registration wizard guides administrators through the complete account creation process. Each step must be completed before the customer account can be successfully created.

The Customer Details section is used to enter the customer’s basic account information.

Providing accurate information ensures the customer account is created correctly.

First Name
Enter the customer’s first name exactly as it should appear on the account.

Last Name
Enter the customer’s last name.

Email Address
Provide a valid email address that will be associated with the customer account.

Mobile Number
Enter the customer’s mobile number, including the appropriate country code.
This number may be used for account communication and SMS services.

Date of Birth
Select or enter the customer’s date of birth using the required date format.

Example

• DD/MM/YYYY

Ensure the entered date is valid before proceeding.

Select Gender
Choose the customer’s gender.
Available Options

• Male
• Female

Set Customer Status
Choose whether the customer account should be active immediately after creation.
Available Options

• Active – The customer can immediately access the platform.
• Inactive – The account is created but remains disabled until activated.

The second step allows administrators to create login credentials for the customer.

The customer will use these credentials to sign in to their account.

The final step allows administrators to configure notification preferences for the customer.

Once completed, the customer account setup is ready to be finalized.

Use the navigation buttons to move through the registration process.