How do I add/remove a customer?

A quick tutorial to adding Customers

Adding a Customer Before Creating a Map:

  • To add a Customer to Onboard before creating a Map, start by click the Customers tab.
  • Next click the "+ Add customer" button in the upper right hand corner. 

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  • From there you're able to enter the Customer name, Domain, and External ID. 
    Tip: By entering the domain, Onboard will attempt to bull in the customer's logo, so you don't have to manually upload it. 
  • Additionally, the External ID can be use to track between Onboard an another system, like your CRM. 
  • After clicking "Save" the new Company is created!


Adding a Customer while creating a Map:

  • Another option is to create the Customer while you are creating the Map. Start by clicking "Maps". 
  • Click "+ Add Map". 
  • Next you'll be able to enter the Map Name and the Customer Name. 
    • Map Name: Typically our customers will use a naming convention, such as [Company Name] - [Customer Type] or [Customer Name] - [Month/Year]
    • Company Name: This is where you start creating a new Company.
  •  Once you start typing the Company name,  you'll notice there will be an option to "+ Add a new company".

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  • Click "+ Add a new  Company" and Onboard will automatically create the new company.


Editing or Archiving a Customer: 

To edit or archive a Customer, navigate to the Customers tab. Then click the dots next to the company and select the action you want to take.

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