1. From the sidebar, select Customers.
2. Select Add a Customer, or choose a customer to edit their information.
3. On the customer details screen, enter a Name.
4. Select the Time Zone to be applied to the system.
5. Choose a color to distinguish customers from one another.
6. Under Contacts and Notes:
   1. For the Customer Location, enter the location details. Location fields that are required must be filled in before saving the customer information.
      This information is required for trade compliance purposes.
   2. Additional fields may be present if custom fields were created on the Settings page. If the custom fields are required, they must be filled in before saving the customer information.
   3. For Integrator Notification Recipients, enter the email addresses of integrators who should receive notifications about the customer account and usage. There is a maximum limit of 20 email recipients. Use a comma or semicolon to separate multiple recipients. If this field is left blank, the default contacts under Settings and Billing will be used.
   4. If there is additional customer information, enter it under Customer Contact or Notes.
7. Configure licensing for the customer.
8. Select Save to save your changes. If you exit this screen after the changes are made without saving, you will be prompted to save or discard your changes.

Training video: Manage Customers in the Management Portal

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