Manage Customers

Level: Administrator Estimated time: 5-10 min Last updated: 2026-03-30

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Prerequisites

• Signed in to the admin panel
• Admin or Manager permission

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Step 1 — Access the customers list

1. In the sidebar, click Customers
2. The page displays all registered customers with:
   • Name, email, total orders, amount spent, segment
   • Search bar and filters

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Step 2 — Search and filter customers

1. Use the search bar to find customers by name or email
2. Filter by segment:
   • VIP — more than 200 EUR spent or more than 5 orders
   • Regular — ordered within the last 6 months
   • Inactive — no orders for more than 6 months
   • New — registered within the last 30 days
3. If no results are found, the table displays an empty state message

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Step 3 — View customer detail

1. Click the customer name in the listing
2. The detail page shows:
   • Profile — name, email, phone, registration date
   • Statistics — total orders, amount spent, average value
   • Order history — complete list with status and value
   • Addresses — billing and shipping addresses
   • Segment — automatic classification

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Step 4 — Export customers (CSV)

1. On the Customers page, click Export CSV
2. The file includes: name, email, phone, orders, total spent, registration date, segment

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Step 5 — Change a user's role

1. On the customer page, click Change Role
2. Select the new role (Admin, Manager, Staff, Customer)
3. Confirm the change

Only Admins can change roles. The "Admin" and "SysAdmin" roles can only be assigned by the SysAdmin (In All Web).

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Guide generated from E2E system tests. Last updated: 2026-03-30.