Customers and account access
Customer records connect identity, services, domains, invoices, tickets, balances and account controls in one place.
Verified against the current LucidCP interface
01
Procedure
Step-by-step
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01
Find the customer
Open Customers → Users and search by name, email address or phone number.
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02
Open the customer detail
Review contact data, account state, services, recent invoices and support history before making changes.
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03
Use groups and custom fields
Assign customer groups for pricing rules and use custom fields for business-specific information.
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04
Preview the customer panel
Use “Open Panel” only when you need to reproduce the customer experience. Return to the admin account when finished.
02
Checklist
Best practices
- Use blacklist and identity checks for risk workflows.
- Sub-accounts should receive the minimum permissions required for their role.
