---
title: "Customers"
canonical: "https://networkconnect.docs.rubiconwater.com/space/NC/2460811303/Customers"
format: markdown
---
> Macro (toc)

> Macro (details)
> 
> | **Source** | [https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/2460811303](https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/2460811303) |
> | --- | --- |
> | **Space** | NC |
> | **Language** | English |

> Macro (hiddenfragment-macro)
> 
> > Macro (detailssummary)

> ℹ️ **Permissions**
> ℹ️ 
> ℹ️ - Users with *View Customer Details* scope can view customer details.
> ℹ️ - Users with *Manage Customer Details* scope can create new customers and edit customer details. Typically this scope is held by the SYSTEM ADMINISTRATOR role.
> ℹ️ - Users with *Manage Customer Roles* scope can grant or remove customer roles. Typically this scope is held by the SYSTEM ADMINISTRATOR and the CUSTOMER SERVICE OPERATOR roles.

Use the Customers screen to search for parties who are OWNERs or OPERATORs. You can search by Name, Email Address, or Phone Number. The search results will show any matching customers. 

> ℹ️ **Note**
> ℹ️ 
> ℹ️ By default, retired customer accounts won’t be shown in any search results but you can use the Show Retired option to include these accounts.

Use the Customer menu to:

- Place an order on behalf of a customer - this option is shown for OPERATORs only.
- View customer contact details, water account details, and order history.
- Edit customer details
- View customer account details.
- Retire, unretire, block, and unblock customer accounts.
- Add a new customer and manage customer roles.
- Send and view messages to and from customers.
- View customer account activity such as account creation or login and logout events.
- View and manage customer notifications

# View Customer Details

This option shows customer contact details, customer application account details, customer water account details (the same details as on the [https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/1930166283](https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/1930166283) screen) and customer orders (the same details as on the [https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/1914765702](https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/1914765702) screen.

# Manage Customer Details

## Edit Customer Details

You can edit customer details and roles by choosing :Edit: **Edit** from the Customers list or the Customer Details tab.

## Enable, Disable or Retire Customers

Use the options in the **Account** panel of the Customer Details form to manage the customer’s account status.

## Configure Customer Notifications

You can view and configure a customer’s default notification settings in the Notifications panel. Note that any order specific notification settings that the customer creates will override these settings.

## Manage Customer Roles

See [https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/2762899542](https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/2762899542)  for details of editing customer details and roles.

## Give Customers Operator or Owner Access to a Water Account

See [https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/3056566311](https://rubiconwater.atlassian.net/wiki/spaces/NC/pages/3056566311) for details.

# Create an Order for a Customer

This option is only available if the customer is an Operator (SP OPERATOR) for an outlet. It allows you to place orders on behalf of the customer.

# Send a Message to a Customer

> ℹ️ **Permissions**
> ℹ️ 
> ℹ️ You must have *Send a message to a customer* scope to use this feature. This scope is held by Planners by default.

Use the :sendMessage: **Send Message** option in the Customer List item menu or on the Customer Details screen to send a message directly to a customer. The message can be sent using any communication methods that are available for the customer (email, sms, push notification, application inbox).