How to: Manage customer profiles on PowerBoard

Welcome to the PowerBoard Dashboard tutorials. Today we’ll show you how to update your existing customer’s profile details, including their personal information, contact information and card payment source. We’ll also show you how to remove customers. Only users with SM Customer Support, SM Manager or SM Admin can perform these actions. To access the PowerBoard portal, you’ll need to log in using your credentials. To update a customer’s profile, head to the Customers tab. On the Customers page you’ll see a list of all your customer profiles. Select the profile you need to update by clicking on the Actions drop-down box in the customer’s profile and select View Details. The customer’s profile page will appear.

In the Customer Details section, you can edit the customer’s name, email address, phone number as well as the customer reference and company name if required. We’ll update the phone number. Then click on Update Customer Details and a notification will appear confirming the customer has been updated successfully. To add a new customer Payment Source, click on Create Payment Source. A window appears...you can choose the relevant service from the Target Payment Gateway drop-down. We’ll create a new Mastercard payment for this customer, by selecting Mastercard. In the Card Details fields add the cardholder’s name as it appears on the card, the card number, expiry month, year, CVV and billing details if required. Complete the process by clicking Create Payment Source.

The new Payment Source will be added to the customers payment options. The last four digits of the card number will be visible in the PAN field. The rest of the card number will be tokenised for security purposes. PowerBoard merchants can access this vault token via the Vault tab. To update the expiry date for a card, select Edit from the Actions drop down. Select a new expiry month and year, then enter the CVV. Confirm by clicking Update Expiry. If a customer has multiple payment options in their profile, you can choose one of the payment sources and set it as the default by selecting Make Default from the Actions drop down. The default label will appear on the selected payment source. To remove a payment source, click Actions in the payment source row and select remove. In the Remove Payment Source window click Remove to confirm.

To remove an inactive customer... return to the Customers tab. In the customers profile, select Remove from the Actions drop down, then confirm by clicking Remove. You’ll see a confirmation the customer has been removed, and their profile will no longer appear in the list of customers. Discover more new features on the PowerBoard Developer Hub.