With Sprwt's CRM system you have complete control over your customers' profiles. 

To access a user profile go to Admin > Users from this dashboard you can click on the customer ID you'd like to view/edit. You can search for the specific customer by typing the customer's name in the search bar located in the top-right corner.

To create a new user, simply click Add New and enter a Name, Email, and Password.

On this page, you will see various details pertaining to that customer which you can edit.

• Name

• Email

• Password - will not be displayed, but type to edit and hit save to apply changes

• Global User Role - what access the user has, as defined by the role created in Business Settings > User Roles

• Is Active

• Receive SMS (Text Messages)

• Receive EMAIL

• OneTimeFeeCharged

• Phone

• Birth Date - possibly for rewards

• Edit Balance - the number in the parentheses is the current value, enter a positive or negative number to add or deduct, and hit save to apply changes

• User Loyalty Cashback**, Digital Amount to Referring Customer, Digital AMount to Referred Customer** - percentage unique to the customer, or -1 to use the default

• Notes

Below this section, you will be able to edit the customers profile details such as:

• Billing Address
• Shipping Address
• Allergies - from those created in Kitchen Settings > Allergens
• Dislikes - from those created in Kitchen Settings > Dislikes
• Diet Preferences - - from those created in Kitchen Settings > Diet Categories
• Delivery Bags - This is a Base Plan or Pro Plan feature. This feature allows you to track customers bags and update the bag status (En Route, Delivered, Returned)
• Add new Card 
• Transactions - view all customer transactions associated with the digital wallet balance, whether from purchases, loyalty rewards, gift card redemption, referrals, etc.

After making changes, please make sure to hit save. .