Viewing customer information

  1. Click Organizations | Customers to display the Customer Summary screen. You can lock, unlock, and delete a customer on this screen. You can also view audit and processes data about a specific customer.
  2. Click a customer Name to display the Customer Details screen.

Note: There are several ways to open the Customer Details screen.

  • Click Dashboard | Site Dashboard and click the site Name. Click the customer Name in the header.
  • Click Dashboard | Site Dashboard and click the site Name. Click the customer Name in the breadcrumb trail.
  • Click the Processes icon Processes icon and click Go to detail beside the site name. For more information, see Viewing processes.