View Customer Profile

Prev Next

Overview

View a customer's personal information, recent activity, and location details after opening their account from search.

:::tip At a Glance
Who is this for?

Support agents reviewing customer account details.

When do I use this?

After finding a customer via search — the Profile tab is selected by default.

What will happen?

You'll see the customer's personal data, location, and quick-action buttons for common tasks.
:::

Steps

Step 1: Open a customer from search

Search for a customer and click their row to open the detail view. The Profile tab loads automatically.

Step 2: Review personal information

The profile section shows:

Field Editable Notes
Name Yes Saved on blur if changed
Email No Verified email, read-only
Unverified Email Shows with "Verify Now" button
Phone Number No Verified phone, read-only
Unverified Phone Shows with "Verify Now" button
Provider No Authentication provider
Country / City No Derived from IP or manual override
Timezone No Derived from location
Postal Code No Derived or overridden
Registration IP No IP at time of sign-up

04.png

Step 3: Use quick actions

The profile page includes quick-action buttons for:

  • Generate OTP or magic link
  • Manage VIP status
  • Override zipcode
  • Anonymize a user
  • Deactivate an account

Step 4: Verify an unverified email or phone (if present)

If the customer has an unverified email or phone number, a Verify Now button appears next to the field. Click it to mark the value as verified.

Expected Behavior

  • Profile data loads immediately when the customer detail page opens.
  • Editable fields save automatically when you move focus away (on blur), but only if the value changed.
  • Quick actions open as dialogs over the current page.

If Something Goes Wrong

  • "User not found" after anonymization → This is expected. The account data has been permanently removed.
  • Name not saving? → Changes only save on blur. Click outside the field after editing.

Related

  • Search for a customer
  • Session management