Skip to main content

How to view and manage your customer’s account

This guide will walk you through how to manage your customer's accounts.

Written by Alan Butcher
Updated over 2 weeks ago

  1. Once you've given yourself access (How to give yourself and users access to your customer's account), you can access their account.

  2. Log in to your Defense.com account, and select Customers from the navigation on the left-hand side.

  3. From the list of customers find the customer you want access to.

  4. Click the Switch to this customer (arrows) icon in the Actions column to the right of the customer.

  5. Once you're finished in your customer's account, just click on Return to [Company] found at the top of the page.

That's it! 🎉 You've now viewed your customer's account.

Did this answer your question?