Add/Remove customers

How to add or remove customers from the agency account?

The Agency dashboard allows you to manage your customer base efficiently. You can invite new customers, deactivate existing ones, or remove access if needed.

Step 1: Go to the “Customers”

• Open the Customers tab from the side menu

• This section displays a list of all your registered customers

Step 2: To add a new customer

• Share your agency portal link (hosted on your custom domain or subdomain) with the customer

• The customer can sign up directly from your branded login page

• Once they sign up, they will be added to your customer list

There’s no restriction on the number of customers who can register on your white-labeled platform.

Step 3: To deactivate a customer

• Locate the customer in the list using the search field

• Under Status, select Deactivate

• Confirm the action in the pop-up modal

Deactivating a customer disables their login but does not delete their data. You can reactivate them later.

Step 4: To reactivate a customer

• Find the deactivated customer in your list

• Under Status, select Activate

• The customer will regain access to their account and data

Step 5: Permanent removal

• The platform allows deactivation but not full deletion through the dashboard