# Customers

**For:** support & operations staff looking up and managing customers in the admin dashboard  
**What you'll learn:** how to find a customer, view their details (email, account type, order history, addresses, and groups), edit their information, and manage customer groups used to target promotions and price lists.

<!-- SCREENSHOTS PENDING: run omni-cart-server/scripts/docs-screenshots against a demo store before publishing. -->

> This is a **how-to guide for the dashboard**, not the API. If you're building an
> automated customer-management integration instead, see the [Usage Guide](/usage-guide).

---

## Before you start

You'll need an admin login for your store and the **Customers** section visible in the left navigation. If you don't see it, ask your administrator to grant customer access.

Throughout this guide, screenshots use a **demo store** — the names, emails, and customer information shown are fake.

---

## 1. Open the Customers list

Log in to the admin dashboard, then click **Customers** in the left navigation. You'll see the customers list — everyone who has shopped or registered with your store.

![The Customers list showing email, name, and account type for each customer](images/customers/customers-list.png)

Each row shows:

- **Email** — the customer's email address
- **Name** — the customer's first and last name
- **Account type** — whether the customer is **Registered** (created an account) or a **Guest** (checked out without registering)

---

## 2. Find a customer

Use the tools at the top of the list to narrow it down to the person you're looking for:

- **Search** — type a name or email into the search box to filter the list instantly
- **Filter** — narrow the list by available criteria (such as account type)
- **Sort** — order the list by a column, such as name or the date the customer was added

> **Tip:** Searching by email is the fastest way to find a specific customer, since emails are unique. If a shopper says they can't log in, check whether their record shows as **Guest** — guests don't have an account and can't sign in until they register.

---

## 3. Open a customer's details

Click any row to open that customer's detail page. This is where you'll find everything the store knows about them.

![A customer's detail page showing their profile, orders, addresses, and groups](images/customers/customer-detail.png)

At the top of the page you'll see the customer's name, email, and an **account type badge** showing **Registered** or **Guest**.

The page is organized into sections:

| Section | What it shows |
|---------|---------------|
| **Customer Groups** | The groups this customer belongs to, with an **Add** button to assign more |
| **Orders** | The customer's order history — every order they've placed |
| **Addresses** | Saved shipping and billing addresses, with an **Add** button |
| **Metadata** | Optional custom key-value data attached to the customer |

To review a customer's purchases, look at the **Orders** section — click any order to open its full record. For working with an order (payments, fulfillment, refunds), see the [Order Processing](/guides/order-processing) guide.

---

## 4. Edit a customer's information

To update a customer's profile:

1. On the customer's detail page, click the **three-dots menu** in the header.
2. Choose **Edit**. A side window opens with the editable fields.
3. Update any of the following, then click **Save**:

| Field | Notes |
|-------|-------|
| **Email address** | The customer's contact and login email |
| **First name** | |
| **Last name** | |
| **Company name** | Optional — useful for business or wholesale customers |
| **Phone number** | |

> **Tip:** You **cannot** change a customer's password from the admin dashboard. If a customer is locked out, they need to reset their password themselves from the storefront login page.

---

## 5. Manage a customer's addresses

A customer's saved addresses appear in the **Addresses** section of their detail page.

**To add an address:**

1. Click **Add** in the **Addresses** section header.
2. Fill in the address details — name, address line, apartment, postal code, city, country, state, company, and phone.
3. Click **Save**.

**To remove an address:**

1. Click the **three-dots icon** on the address row.
2. Choose **Delete**.
3. Confirm by typing the address name when prompted.

> **Caution:** Deleting an address is permanent and cannot be undone. Make sure you're removing the right one — confirm the customer isn't relying on it for a pending or recurring order before you delete it.

---

## 6. Add a customer to a group from their page

You can assign a customer to one or more groups directly from their detail page:

1. In the **Customer Groups** section, click **Add**.
2. Check the boxes for the groups you want to assign.
3. Click **Save**.

To take a customer out of a group, check the group(s) in the **Customer Groups** section, press **R** (or click **Remove** at the bottom of the page), and confirm in the pop-up. Removing a customer from a group only unlinks them — it doesn't delete the customer or the group.

---

## 7. Understand customer groups

A **customer group** is a way to segment customers by shared criteria — for example, VIP shoppers, wholesale buyers, or a loyalty tier. Groups exist so you can:

- **Target promotions** — apply a promotion to a specific group instead of every shopper
- **Offer different pricing** — attach a price list to a group so those customers see special prices

To see all groups, go to **Customers**, then open the **Customer Groups** page. You can search and filter this list the same way as the main customers list.

![The Customer Groups page listing all groups](images/customers/customer-groups.png)

---

## 8. Create a customer group

1. Go to **Customers → Customer Groups**.
2. Click the **Create** button.
3. Enter a **group name** in the form (choose a name your team will recognize, such as "VIP" or "Wholesale").
4. Click **Create** to save.

The new group appears in the Customer Groups list. Open it to add customers.

---

## 9. Add customers to a group

Once a group exists, you can add customers to it in bulk from the group's page:

1. Go to **Customers → Customer Groups** and click the group to open its detail page.
2. In the **Customers** section, click **Add**.
3. Check the boxes next to the customers you want to include.
4. Click **Save**.

![A customer group detail page showing its members and the Add button](images/customers/group-add-customers.png)

**To remove customers from the group:** check the boxes next to the members you want to remove, press **R** (or click **Remove** at the bottom of the page), and confirm in the pop-up. This only removes them from the group — the customer records themselves are untouched.

> **Tip:** Keep group membership tidy. Because promotions and price lists are tied to groups, adding or removing a customer changes which deals and prices they see the next time they shop.

---

## 10. Edit or delete a group

**To rename a group:**

1. Open the group's detail page.
2. Click the **three-dots menu** in the header and choose **Edit**.
3. Update the group name in the side window and click **Save**.

**To delete a group:**

1. Open the group's detail page.
2. Click the **three-dots menu** and choose **Delete**.
3. Confirm in the pop-up.

> **Caution:** Deleting a group is permanent. The customers in it are **not** deleted, but any promotions or price lists tied to that group will no longer apply to those customers. Double-check that no active promotion or price list depends on the group before you delete it.

---

## Quick reference

| Task | How to do it |
|------|--------------|
| **Find a customer** | Click **Customers** → search by name or email |
| **See account type** | Check the **Registered** / **Guest** badge on the row or detail page |
| **View order history** | Open the customer → **Orders** section |
| **Edit customer info** | Open the customer → three-dots menu → **Edit** → **Save** |
| **Add an address** | Customer detail → **Addresses** → **Add** → **Save** |
| **Add to a group (one customer)** | Customer detail → **Customer Groups** → **Add** → **Save** |
| **Create a group** | **Customers → Customer Groups** → **Create** → name it → **Create** |
| **Add customers to a group** | Open the group → **Customers** → **Add** → check boxes → **Save** |
| **Rename or delete a group** | Open the group → three-dots menu → **Edit** or **Delete** |