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XTM Academy

Editing, deactivating or deleting an existing customer

To open all customer options available for editing:

  1. From the topmost menu in XTM cloud click on Customers.

  2. Then click on the Customer List tab.

  3. Double-click the Customer Name.

To edit a specific User option:

  1. From the topmost menu in XTM cloud click on Customers.

  2. Then click on the Customer List tab.

  3. Find the customer and click on the File_Open_Icon.png icon located beside their customer name.

  4. Select the Customer option to edit from the menu that appears.

To deactivate or delete:

  1. From the topmost menu in XTM cloud click on Customers.

  2. Then click on the Customer List tab.

  3. Find the customer and click on the File_Open_Icon.png icon located beside their customer name.

  4. Select Action from the menu that appears.

  5. Select the option to deactivate, or delete .