To add a new customer, or edit a customer’s details, do the following:

1. Click Customers > Customer list in the Sidebar.
2. To add a customer:
   1. Click Create a new customer.
      The Customer properties page displays.
   2. Enter the relevant customer details on each of the available tabs.
      Note:
      Mandatory fields are highlighted in red.
3. To edit a customer’s details:
   1. Click the name of the appropriate customer in the Table of customers.
      The Customer details page displays.
   2. On the Customer Summary panel, click the Edit icon .
      The Customer properties page displays.
   3. Edit the appropriate customer details on each of the available tabs.
4. When you are finished with adding a new customer, or editing a customer’s details, click Save. 
   The Customer properties page closes and you are returned to the Customers management page. Any new customer is added to the Table of customers.
   Note:
   If you do not click Save, all entries are discarded.

Note:
You can only create or edit a customer if you have write access enabled on the relevant node. Any customer additions or edits are tracked in audit logs.