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Use the Customers screen to find, add and manage your company’s members. Customers and reps share one list, and each member opens on a member card with their orders, subscriptions and profile.

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Where to find it

In the admin sidebar, under People, select Customers.
To open this screen, your role needs at least View only for Users (Customers & Admins). To do more, turn on more of that area’s actions:
  • Create new rep or admin accounts, to show New Customer and open the new-member form.
  • Edit user profiles, status, and details, to edit members, invite them, change their status or sponsor, and save a new rep.
  • Change a user’s email address (admin recovery only), to change a member’s login email.
To save a new customer, your role also needs Create, update, and delete members in the unified customers section for Customers. Posting a comment needs that action and Edit user profiles, status, and details. On the Roles screen, Users (Customers & Admins) is in the People card and Customers is in the Other card. Open the card and set access from the area’s own menu, not the card’s. Click an area to list its other actions.

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What’s on the screen

New Customer and Export are at the top of the page. Try it, above the list, switches to a new table with Rank and External ID columns and its own filters; Switch back returns to the table this page describes.
  • The All, Active and Inactive tabs filter the list by status.
  • The search box starts searching once you type at least three characters.
  • The filter button opens Filters: Type, Country, Rank and External ID; Total spent and Orders, each with Min and Max; and Created, with After and Before. Click Apply Filters, or Reset All to clear them.
  • Columns, at the bottom of Filters, sets which columns show. Your choice applies right away, and this browser remembers it.
The list has these columns: Username, Name, Email, Status, Type, Country, Orders, Total spent and Created. You can sort by Name or Created. Click a member to open their member card. Each row’s actions menu has Edit, which also opens the card, Send Invite, and Make Inactive or Make Active. To send invites or change status for several members, select their rows and use the table header’s menu, labeled with the count, such as Make 3 Customers Inactive. The status actions change only the selected members who have the other status. Only active members with an email address can be invited.

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Export the list

1

Open the export

Click Export. The Export Customers dialog opens with the list’s current tab and filters filled in. Your search isn’t included.
2

Narrow the export

Set Countries, Type, Status, Rank, External ID, Total spent, Orders and Created (Start Date and End Date) as needed.
3

Choose columns

Under Columns, all 13 columns are selected, including Points and Phone, which no list shows, and Rank and External ID, which only the Try it table shows. Clear the ones you don’t need.
4

Export

Click Export. Your browser downloads exported_customers_data.csv.

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Add a customer or rep

1

Start a new member

Click New Customer.
2

Choose the member type

In Member Type, choose Customer (the default) or Rep. The form changes to match. You can give the member one of your company’s other member types later, from their member card.
3

Enter the email

Enter the Email Address, which is required. If an existing customer or admin account uses the same email, the new member is linked to it.
4

Add contact details

In Contact, enter First Name, Last Name and Phone Number. A rep also has External ID and Username, both optional. A username needs at least two characters, using lowercase letters, numbers, hyphens and underscores, with no leading, trailing or repeated hyphens.
5

Add a customer's address and sponsor

The Address card is optional, and it’s saved only when you enter a Street address. If you do, City, State / Province, Postal code and Country are required. A customer’s country is saved only with this address. Choose a Language in Profile. In Sponsor, search for a rep by name or email and select them.
6

Set a rep's status and profile

In Status, keep Active or choose Inactive. An inactive member can’t log in. In Profile, choose the Country, Language and Rank.
7

Create the member

Click Create. A confirmation message appears and you return to the list.
If the sponsor can’t be assigned, the customer is still created and a message tells you so. Assign the sponsor from their member card. To invite a new member, use Send Invite in the list, or Actions › Resend Invite on their member card.

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The member card

The member card is titled Customer Details. Its header shows the member’s name, status, member type and country. Actions and Save are at the top of the page. Actions has Resend Invite, which emails the member a new invitation link, Change Email, and Make Inactive or Make Active. The card has three tabs: Order History, which opens first, Member Profile and Team Graph. On the first two, the right column holds these cards:
  • Status: Active or Inactive.
  • Member: name, member type, tax status, external ID, username, rank, language, email and phone. Click the external ID, username, email or phone to copy it. Edit opens the member’s details.
  • Profile: Country, Language and Rank.
  • Sponsor: the member’s sponsor.
  • Addresses, Payment Methods, Marketing (email and SMS subscriptions), Notes and Agreements, for members with a customer record.
  • Points, or your company’s name for points, for members with a customer record, when rewards points are turned on and your role has access to Points.
For members with a customer record, the Order History tab shows Total Amount Spent, Active Subscriptions and Total Orders, then the Orders card with the 10 most recent orders and the Subscriptions card. Each card has View all, and Create Order or Create Subscription starts one for this member. Every member’s Order History tab, with or without a customer record, also has Metafields, Form Submissions (click a submission to see its answers) and Activity, the member’s timeline. For an active member, the Member Profile tab previews their site. Switch between Home Page and MySite, copy the address, or show a QR code. Quick Links copies either address. MySite is available to a member only if the MySite tool is included in their mobile app or portal build. The Team Graph tab shows the member’s sponsor tree as a Graph or a List. Click someone in it to see their details and open their page.

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Edit a member

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Edit details

1

Open the details

On the Member card, click Edit. The Customer Details panel opens.
2

Make your changes

Change First name and Last name (both required), Member Type, Phone number, Username, External ID or Language. Members with a customer record also have Rank. To make the member tax exempt, turn off Collect tax, and optionally enter their Exemption certificate / sales-tax permit number.
3

Save

Click Save. It’s available once you’ve changed something.
The panel shows Email but can’t change it. See Change a login email.

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Change status, country, language or rank

Set Status or the Profile fields in the right column, then click Save at the top of the page. That Save stores only these two cards. To switch a member’s status straight away, choose Actions › Make Inactive or Make Active.

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Change a login email

1

Start the change

Choose Actions › Change Email. Confirm you’re speaking with the account holder and that they asked for the change. The new email becomes their login email in every We-Commerce company they belong to. Click Start verification.
2

Verify the member's identity

Ask each question shown, such as the shipping address, phone number or sponsor on the account, and mark whether each answer matches. Click Continue when all of them match.
3

Enter the new email

Enter the New email address, choose a Verification method (Phone on file, Recent order, Photo ID or Other) and describe the Reason. Click Change email.
4

Finish

The change takes effect immediately. Click Done.

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Add a note

1

Open the note

On the Notes card, click Edit. The Add a note panel opens with the member’s current note.
2

Save the note

Edit the Note and click Save. What you save replaces the note on the card.
To leave a comment instead, type it in Activity and click Post. Only your admin team sees comments. You can comment only on members with a customer record.

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Change the sponsor

On the Sponsor card, search for a rep by name or email and select them. If the member already has a sponsor, click Edit first. The change saves right away. For a customer, Clear removes the sponsor.

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Frequently asked questions

You can invite only active members who have an email address. When you invite several members at once, the others are skipped. To invite an inactive member, make them active first.
Your role is missing actions for Users (Customers & Admins). New Customer needs the create action. Save, Resend Invite and Make Inactive need the edit action, and Change Email needs Change a user’s email address (admin recovery only). Ask an admin who manages roles to update your role. See Roles.
These cards appear only for members with a customer record, and their Edit buttons show only for roles with customer-editing access.