Frequently asked questions about Customers
1 ArticlesA customer is the person performing actions on the dashboard. The customer is usually tied to the individual whose credentials were used to log in to the dashboard.
You can search for a customer, filter, and export CSV.
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Virtual Cards
Learn how to create and manage virtual cards for your customers.
Customer Verification
Understand the verification process and requirements for your customers.
Customer Transactions
View and manage transactions made by your customers.
Security Guidelines
Best practices for managing customer data and account security.