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Editing a TaxiOffice Customer Account

KB147 Last reviewed 28 November 2013
Article describing how to edit an existing TaxiOffice Customer Account

Overview

This article describes how to edit an existing customer account within TaxiOffice Admin. This method may be used to change a customer's details, enable or disable their account or to simply view their details.

Method

To be able to change this setting, you will need to login with staff account that has Manager or Admin permissions.

  1. Log in to TaxiOffice Admin
  2. Go to Customers.
  3. Browse the list of customers until you find the customer you wish to manage
    1. Alternatively, you can search by clicking on the Search Customers button above the customers list.
  4. Click on the View/Edit link next to the target customer's entry
  5. Complete the alterations to the customer's details in the Edit Customer form. Items in bold are required.
  6. Once the form has been completed, click on the Save Customer button.

Additional Information

  1. The availability of this functionality and the total number of customer accounts that may be created may be subject to limitations imposed by your TaxiOffice subscription.
  2. Customers will not be able to login until their account has been enabled.
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