Efficiently Manage your customers
With Customer Management, you can effortlessly create and manage customer companies, streamline their onboarding, and ensure a compliant integration into the Arxus product suite, all from one centralized module designed for efficiency and ease of use.
Prerequisites
To use Customer Management in the Arxus Portal, you need:
Access to the Arxus portal with the appropriate permissions to use this feature.
How to activate?
If your company has this service active, and you still can’t use it, contact your company portal administrator (usually this person, is who in your company has “Full Role” rights to the users and permission section).
Overview
Customer Management provides a comprehensive interface to monitor and manage customer information and interactions. On the left-hand side of the Customer Management , you will find a list of all your customers. You can use the search function to quickly locate specific customers by name. Once you select a customer, you will see a detailed view with three tabs: Services & Applications, Contacts & Users, and Activity.
Services & Applications
The Services & Applications tab within Customer Management lists all the available services and applications associated with the selected customer. This can includes services such as cloud subscriptions, cost reports, and various private cloud management tools, amongst the many others.
Contacts & Users
In the Contacts & Users tab within Customer Management, you can view and manage the contacts and users associated with the selected customer.
Each contact can have multiple roles, such as Technical Contact, Communication Contact, DPO Contact, Watchlist Contact, and Security Incident Escalation Contact.
Activity
The Activity tab within Customer Management allows you to monitor recent activities related to the selected customer. This includes tracking actions taken by users, such as changes made to customer information or service settings. You can filter the activity data by date range to view specific periods.
Editing Company Information
When you select a customer, you have the option to:
Edit company information: Update the customer’s details such as name, address, and contact information.
Switch to this customer: Change your view to focus on the selected customer, allowing you to manage their specific services and take actions on their behalf.
Edit customer flow visibility: Adjust the visibility settings for the customer, determining which users can see or edit their information.
Get Help
If you need more help, contact your Customer Success Manager, reach out to our Service Desk support, or type your question in the chat to our support team. They will be ready to assist you.