Managing Customers in SpecSeek

This video tutorial explains how to manage customers in SpecSeek.

👥 Managing Customers in SpecSeek: Step‑by‑Step Guide

1. Access the SpecSeek Portal

• Log in to your SpecSeek Portal 

• From the left‑side menu, navigate to Customers

2. View Existing Customers

• On the Customers page, you’ll see a list of all customer accounts.

3. Add a New Customer

• Click the “Add Customer” button to start creating a new customer entry.

• In the dialog, enter required details such as:

  • First Name

  • Last Name

  • Email address

  • Password

• Click "Add Contact" to create and save the new customer account 

4. Edit or Remove Existing Customers

• Locate a customer in the list and click on the customer name to update their information (e.g., email, company, contact settings).

• Select Delete to clean up unused accounts.